Potomac Fund Blog


A Look at Bear Market Funds (Ep. 11)

  As a companion to our recent blog post, in this episode we discuss: What Is a Bear Market Fund? Who uses them and why? How can this help grow your business?
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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 ...
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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 ...
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