Potomac Fund Blog


The WealthStack 2019 Conference (Ep. 10)

During this episode we discuss: Who we found at the event and what we learned. The good, the bad, the ugly, and the awesome. Who should attend in 2020.
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LinkedIn for Financial Advisors and the Charlatans of Rate Chasing (Ep. 9)

During this episode we discuss: Why Financial Advisors need to get serious about Linkedin and how most are approaching it wrong. Advising clients to watch out for the rate ...
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How Can Financial Advisors Access Potomac? Let Me Count the Ways…

Since 1975, Microsoft has been the ‘big elephant in the room.’ They basically own the market when it comes to proprietary, licensed computer software (don’t hate me Apple fans ...
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Financial Advisors Can Help 403(b) Participants! (Ep 8)

During this episode we discuss: Breaking the myths and misconceptions of the 403(b) plan participant market for advisors. Why 403(b) plan participants need more help than ever.
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