Growth doesn’t happen by accident. It’s built through accountability, transparency, and the willingness to challenge conventional thinking.

In this rebroadcast of the Rainmaker Podcast, Dakota Founder & CEO Gui Costin sits down with Potomac CEO/CIO Manish Khatta to discuss the systems, leadership principles, and content strategies fueling Potomac’s rapid growth. From implementing EOS and creating a culture of accountability to building a sales organization powered by CRM data and consistent communication, Manish shares the lessons he’s learned as a CEO and business builder.

Gui and Manish dive into one of the most overlooked opportunities in wealth management today: content creation. They explore why most firms get content wrong, how authentic storytelling outperforms product pitches, and why creating content at scale can become a firm's greatest competitive advantage.

The conversation covers leadership, transparency, company culture, hiring, sales execution, CRM best practices, and the mindset required to grow both people and businesses in an increasingly competitive industry.

Subscribe in Apple Podcasts

Subscribe on Spotify

Learn more about Potomac: https://potomac.com/

Read our blog: https://potomac.com/blog

Disclosure: https://potomac.com/disclosures

PFM-212-20260626

Hosted on Acast. See acast.com/privacy for more information.