Industry Gossip (E15)

Grab a cup of tea (or bourbon) and join us as we spill what’s overrated and what’s underrated in the world of wealth management. ·     Startup Catchlight aims to make prospecting more efficient·     Goldman Sachs RIA custodian delayed indefinitely·     Wealthbox raises $31M after picking off Salesforce and Redtail users·     Reed Colley and Summit Wealth Systems announce “WealthOS”·     RightCapital debuts one-page Financial Plan snapshot We 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 Podcasts Learn 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.

Episode metadata supplied by the publisher feed · Published Apr 15, 2022

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Industry Gossip (E15)

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