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.

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Learn more about Potomac Fund Management: https://potomacfund.com/

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Disclosure: http://bit.ly/2l3OvaL

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