Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what's next in elevating the Advisor Experience:
• Expansion of the Union UMA
• SMA Portal
• Community Center
• Video
• Potomac Conference
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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