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The Advisor Lab


Dec 21, 2020

In this episode, we sit down with Manish Khatta – President and CIO of Potomac Funds, an investment management and Union UMA platform. We’ve come to know and follow Manish over the past year, and have been incredibly impressed at what they’v built from a product, marketing, and customer experience standpoint. We dive into the topic of customer experience – Potomac is big on ensuring that no matter how big they get, they provide an unmatched level of customer experience. We get into the how they execute on the client side of things, and also how they market to both clients and prospects. This is our conversation with Manish Khatta.