It’s no secret that there’s a strong connection between psychology and finances.

In this episode, Ryan Poterack explains how Poterack Capital Advisory has evolved since he initially built the company. He highlights PCA’s unique aspects, such as being a virtual firm, its thorough discovery process, and its approach to holistic and comprehensive planning.

Ryan also sheds light on the steps his firm takes to assess potential clients and the importance of taking a long-term view while providing personalized solutions. 

Ryan discusses: 

• Poterack Capital Advisory’s history: How long they’ve been in business, ways they have and continue to enhance their approach to serve clients, and how they differ from industry competitors
  
• Some shaping moments he has had throughout his career
  
• The firm’s ideal client base
  
• What you can expect as a new PCA client
  
• And more!
  

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
  
• Life Isn’t Lived On a Spreadsheet: Here’s Why with Ryan Poterack (Ep.1)
  

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack
  

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
  
• Meet the team at Poterack Capital Advisory
  
• LinkedIn: Poterack Capital Advisory
  
• Facebook: Poterack Capital Advisory
  
• X (formerly Twitter): Poterack Capital Advisory
  
• 704-366-5776