After a seven-week hiatus, the Ops Team is back with the most original operations podcast on the internet.
In this episode, we discuss the financial planning tools inside our investor portal, how advisors are responding to them, and more.
So, grab your favorite drink and pull up a chair!
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
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