February Hot Takes

There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss in February’s Hot Takes, along with:Buying ClientsWhy we were wrong about CeteraWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

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February Hot Takes

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