Potomac Fund Blog

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?
Read More

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.
Read More

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 ...
Read More

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 ...
Read More