The Conquer Risk Podcast: Recent Episodes
Manish Khatta
Through a suite of distinct shows, the Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm.
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Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment
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This podcast is produced as a video series. Check out our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
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.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-212-20260626
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Marketing in wealth management isn’t a playbook; it’s a moving target.
In this episode, Potomac’s CMO Christopher Norton and Wealthspire’s CMO Angela Giambetti get real about leadership, marketing chaos, and figuring it out as you go. They talk imposter syndrome, AI overload, generational talent gaps, and the uncomfortable moments that separate good teams from great ones.
Angela and Christopher speak to key challenges facing advisory firms today: building authentic brands, overcoming marketing inertia, measuring what truly matters, and maintaining creativity within compliance-driven environments.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-212-20260626
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Potomac is growing in more ways than one. More staff, more services, and now more offices.
In this episode of the Conquer Risk Podcast, Potomac CMO Christopher Norton sits down with COO Will Gray to talk through the office expansion already underway in Bethesda. After moving into the current space less than a year ago, Potomac has already outgrown it, or what Will calls “a good problem to have”.
The new space will add roughly 6,104 square feet, with a second kitchen, three dedicated meeting rooms, and additional huddle and collaboration spaces. The conversation moves from the practical side of construction to the more creative parts of the build-out, including design choices, preserving the personality of the current office, the “jewel box” concept, and the dream of a coffee bar. Construction is expected to run through the summer, with an anticipated completion date of October 1.
Follow along as Potomac continues its journey from a mostly remote in 2019 to a growing firm building space for what comes next.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-210-20260602
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Many advisors still have limited visibility into some of their clients’ largest retirement assets, especially those held inside workplace plans like 401(k)s, 403(b)s, and 457s.
In this episode, Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss how Self-Directed Brokerage Accounts (SDBAs) can help advisors bring professional portfolio management into eligible employer-sponsored retirement plans without requiring a rollover or job change. They cover what SDBAs are, why they have often been overlooked, how they work in practice, and what advisors should consider when using them to deliver more coordinated, comprehensive retirement guidance.
Register for our SDBA Webinar here: https://content.potomac.com/sdba
Advisor Only Webcast
Date: July 1 @1pm
Length: 1 hour
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-210-20260602
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Today we are excited to launch a new series within the Conquer Risk Podcast, as Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss key developments and growth across Potomac.
From staffing, to office space, to business objectives, hear how we’ve navigated recent challenges, the lessons we’ve learned along the way, and how those insights can help inform the growth of your own practice.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-209-20260514
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Semiconductors power nearly everything, from AI and cloud computing to autos and basic household appliances. In this episode of the Conquer Risk Podcast Investment Series, Potomac CMO Christopher Norton and Co-CIO Dan Russo, CMT®, welcome Nick Frasse, Product Manager at VanEck, for a sharp look at one of today’s most essential technologies. Learn what’s fueling growth in the chip industry, how the VanEck Semiconductor ETF (SMH) delivers targeted exposure, and why this fast-moving sector continues to draw investors.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM- 208-20260428
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In this episode of Conquer Risk, we bring you a special guest appearance by Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, hosted by Stacey Havener. You may be familiar with Stacy’s work or even heard her on this very Podcast.
This is a fascinating listen, recorded not long after Potomac first crossed the $1B AUM mark. It is at the same time a fantastic time capsule of Manish in that moment, and a study in consistency, as so much of it rings as true today (at nearly $4B) as it did then.
For advisors looking to scale, brand build, and continually evolve their practice, we believe you will find this conversation insightful with clear takeaways. Enjoy the show.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-207-20260422
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In this episode of Conquer Risk, host and Potomac CMO Christopher Norton and CEO Manish Khatta unpack the thinking behind Guardrails, Potomac’s risk software built on real math and designed to help build more resilient portfolios. They discuss why traditional risk tools fall short, how Guardrails brings discipline and clarity to portfolio construction, and what’s ahead as Potomac continues investing in tools that strengthen advisor businesses.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM- 206-20260407
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In this episode, we feature Potomac’s Chief Marketing Officer, Christopher Norton, for a conversation originally recorded for The Weighing Machine podcast with hosts Robyn Murray, and Rusty Vanneman. Together, they explore how brand clarity and powerful storytelling fuel modern financial marketing.
As Potomac’s CMO, Christopher leads the development of story‑driven marketing that strengthens trust, sharpens brand identity, and drives long‑term growth. He breaks down how advisors can stand out in a crowded digital landscape through clear messaging, creative leadership, and memorable content.
If you’re interested in marketing, branding, storytelling, or financial services, this episode delivers actionable insights, practical takeaways, and behind‑the‑scenes perspective from a top industry leader.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
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In this episode of our Investment Series on the Conquer Risk Podcast, CMO Christopher Norton and Co‑CIO Dan Russo, CMT® sit down with ProShares’ Simeon Hyman, CFA®, and Glenn Williams Jr., CMT® for an in‑depth conversation on the state of the crypto markets. Together, they explore bitcoin’s role in modern portfolios, the structure and trading of BITO—ProShares’ bitcoin-linked ETF, and the broader opportunities emerging across the digital asset landscape.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-203-20260218
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In this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist’s Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billion was rooted in an unwavering commitment to reinvesting in the business, embracing speed, and leading with content focused on authenticity – not just tactics.
For advisors looking to scale their own firms, we believe you will find this conversation valuable with clear takeaways. Enjoy the show.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
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Fixed income is evolving—and the team at BondBloxx is leading that evolution. In this episode of the Conquer Risk Podcast, host Christopher Norton, CMO is joined by Dan Russo, CMT and Co‑CIO at Potomac along with two of BondBloxx’s top leaders: Leland Clemons, Founder & CEO, and Cole Feinberg, Partner.
BondBloxx is a rapidly growing fixed income ETF issuer, driven by the mission to modernize fixed income investing by offering more choice and flexibility, like there is in the equity space.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM- 202-20260206
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What makes a CEO stop and decide to share his story with the world, in print? In this episode, we explore the pivotal moment when Potomac’s leader chose to turn years of business growth and leadership lessons into a book. Discover the motivations, doubts, and vision behind this bold step.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
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Ready to scale your advisory business? Potomac CEO Manish Khatta and Havener Capital’s Stacy Havener get real about what it takes to grow, market, and run a founder-led firm. From EOS to branding strategies, this candid conversation is packed with insights you can actually use.
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Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
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2025 was a year of explosive growth for Potomac, and with growth came hard-earned lessons. In this candid episode, CEO Manish Khatta shares the successes and failures that shaped his leadership and strategy. From scaling with purpose to building resilience and adaptability, these insights reveal the mindset every business owner needs to thrive.
Listen now and discover the strategies that can help you lead smarter, grow faster, and make 2026 your most successful year yet.
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Learn more about Potomac Fund Management: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
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Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.
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Learn more about Potomac Fund Management: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
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In this episode of the Conquer Risk Podcast, we join Potomac’s senior leadership as they share candid insights on what makes industry events valuable—and what doesn’t. Plus, a sneak peek at Remix 2026 and Potomac University.
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Learn more about Potomac Fund Management: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures
PFM-203-20251125
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In this episode of the Conquer Risk Podcast, we talk with Potomac CEO and Co-CIO, Manish Khatta and newly promoted Co-CIO Dan Russo, CMT, about the organization’s commitment to putting the right people in the right seats to fuel growth.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomac.com/blog
Disclosure: http://bit.ly/2l3OvaL
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After an extended hiatus, your favorite podcast series from Potomac is back. With new guests, new perspectives, and a new studio(!), we are excited to bring you a new dedicated audio series from our HQ in Bethesda, MD.
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Research by Potomac: https://potomacfund.com/strategies/research/
We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
· Technology
· Energy
· Consumer Staples
· NYSE Net New Highs/Lows
· US Dollar Index
· iShares 20+ Year Treasury Bond ETF (TLT) Total Return
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-223-20230810
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Research by Potomac: https://potomacfund.com/strategies/research/
We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
· Technology
· Energy
· Consumer Staples
· NYSE Net New Highs/Lows
· US Dollar Index
· iShares 20+ Year Treasury Bond ETF (TLT) Total Return
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-223-20230810
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Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.
· InvestmentNews fires everyone
· Schwab is curbing remote work
· SmartX goes to Plan B
· An RIA 'gambled' on Goldman Sachs to custody client assets
· Twitter is now X
· Microsoft stock pops on AI subscription for Microsoft 365
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
PFM-221-20230801
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We just crossed $1B. That’s great, but we’re still building. Manish Khatta and Jeff Goodnow, talk through the company's continued rapid growth, conferences coming up, how to keep the business sustainable, and much more.
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
PFM-220-20230712
Research by Potomac: https://potomacfund.com/strategies/research/
We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
· 10-Year Yield
· US Dollar Index
· S&P 500 Technology
· S&P 500 ETF
· S&P 500 Index
· S&P 500 PR
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-221-20230719
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We’re joined once again by the enigmatic Chief Creative Officer at Snappy Kraken, Patrice Kelly, to explore the questions no one else in the industry has thought to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most engaging people in our industry.
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
PFM-219-20230620
Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.
· InvestmentNews has been sold (again)
· Cetera hiring Mike Durbin as CEO
· Vise launces a “hard reset”
· Schwab/TD merger woes
· RightCaptial confirms secret SoFi deal
· Pershing X unveils new platform, Wove.
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
PFM-218-20230614
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Research by Potomac: https://potomacfund.com/strategies/research/
We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
· S&P 500 ETF
· S&P 500 Sectors
· Dow Jones Transportation Average
· S&P 100 vs. S&P 500
· S&P 500 and ATRs
· Effective Federal Funds Rate
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-217-20230607
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The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management.
· Eric Clarke Retires
· Three Joe Duran acolytes start “not United Capital 2.0” without him
· Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins
· InvestCloud CEO John Wise and management team ousted
· Riskalyze rebrands as Nitrogen
What’s in a name Blog: https://potomacfund.com/whats-in-a-name/
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
PFM-216-20230524
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Research by Potomac: https://potomacfund.com/strategies/research/
We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
· S&P 500 Index Seasonality Chart
· ACWX vs. ACWI
· Copper vs. Gold
· S&P 500 Growth vs. S&P 500 Value
· 10 Year - 5 Year Curve
· S&P 500 Equal Weight / S&P 500
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-215-20230511
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You know the drill! The industry has news and we have opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management.
· Altruist acquires award winning SSG custodial platform
· Insight Partners and Adams Street invest in Altruist
· Executive shake-up at Skience sees President/COO, CMO, CPO leave
· Riskalyze opts for a rebrand as part of push for $1-billion valuation
· Snappy Kraken announces collaboration with Morningstar
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
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The OGs, Manish Khatta and Jeff Goodnow, talk through the companies continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
PFM-213-20230414
Research by Potomac: https://potomacfund.com/strategies/research/
After a successful debut of the new “Bullish or Bearish” format, we’re back with more Who Charted! Joined by Manish, tune in for Dan’s (timer-less) pulse on the hottest charts in markets, including:
· U.S. Dollar Index
· MicroSectors Fang + V.S. S&P 500
· S&P 500
· Highly Correlated
· Spot Gold
· S&P 500 PR
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
PFM-212-20230412
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Research by Potomac: https://potomacfund.com/strategies/research/
Who Charted, but with a twist! Dan Russo, CMT, is reunited with Manish for the launch of the new format, “Bullish or Bearish.”
· Tune in for Dan’s (timer-less) pulse on the hottest charts in markets, including:
· Regional Bank ETF (KRE)
· Two-Year US Treasury Note
· 10-Year - 2-Year Curve
· High Yield OAS
· FinTwit Celebrity ETFs
· SPDR Gold Shares (GLD) Total Return
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
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It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help ourselves! Grab a drink and join us as we rank what’s underrated and overrated in wealth management.
· Altruist Clearing
· The unraveling of Vise
· Orion poaches AssetMark rainmaker to pull its pieces together
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
What’s new in the industry? Grab a drink and join us as we rank what’s underrated and overrated in wealth management.
· Schwab will tackle tech hiccups from TD Ameritrade accounts migration
· Robinhood seeks to become the gig economy super-recordkeeper
· Toews establishes National Investment Risk Management Day
· Sarah Levy Makes second unpopular decision at Betterment in two months
· Carson Wealth seeking greener 401(k) pastures by choosing Vestwell’s ‘dirt cheap’ fees
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
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Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT, and Drew Wells, CMT, CIMA®, are back with the six most exciting minutes in markets.
The clock is ticking, and they’ve got some big charts coming your way, including:
· International Small-Cap (SCHC)
· Discretionary / Staples (EW)
· S&P 500 High Beta (SPHB)
· SOX vs S&P 500
· S&P 500 – Stock Picker’s Market?
· Bitcoin vs U.S. Dollar
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
In our first research podcast of the new year, Dan Russo, CMT, and Drew Wells, CMT, CIMA®, bring back the six most exciting minutes in markets.
The clock is ticking, and they’ve got some big charts coming your way, including:
· S&P 500 & Bond Correlations
· S&P 500 & 10-Day Breadth
· Equities (VTI) Relative to Multi-Strategy Alternatives (QAI)
· Growth / Value (Large Cap)
· Home Construction (ITB)
· iShares iBoxx Investment Grade Corp. Bond Fund (LQD)
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
After increasing demand from Financial Advisors, we’re launching our newest product offering, OCIO by Potomac. Manish Khatta, CEO, and Jeff Goodnow, CGO, unpack exactly what we’ve built and how it is going to help advisors harness their expertise and avoid wasting precious time.
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re joined by our Chief Growth Officer and walking meme, Jeff Goodnow, to explore the questions nobody else in the industry is bothering to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most candid people in our industry.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Research by Potomac: https://potomacfund.com/research/
In the last episode of 2022, Dan Russo, CMT, and Drew Wells, CMT, CIMA®, bring you six more minutes of the most exciting content in stock market technical analysis, with a surprise chart to close it out!
The clock is ticking, and they’ve got some big charts coming your way, including:
· International Momentum Relative to Domestic Momentum
· Commodities
· S&P 500
· 10-Year Treasury Note
· Semiconductors (SMH)
· LIV-EX Wine Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
What’s new in the industry? Grab your favorite winter drink and join us as we rank what’s underrated and overrated in wealth management.
· Bill Crager commandeers State Street’s old RIA custody unit
· Sam Bankman-Fried steps down as FTX CEO
· Charles Schwab & Co. undercuts OneSource
· SEC crackdown on ‘set-and-forget' advice alarms RIAs
· 33 Google execs join two Google CEOs and 140 VC investors to launch ‘kickass’ robo
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 Acast
Subscribe 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.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT, and Drew Wells, CMT, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and they’ve got some big charts coming your way, including:
· S&P 500 and DXY
· VIX Levels to Keep an Eye On
· Equities for Rising Rates (EQRR) Relative to S&P 500
· Bloomberg Commodity Index
· International Small Caps (SCHC) Relative to S&P 600
· Global Dow
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
We’re back with a new episode of an old favorite, Who Charted, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®!
The clock is ticking, and they’ve got some big charts coming your way, including:
· Historical S&P 500 Performance
· Bitcoin / USD
· S&P 500 Energy
· U.S. Dollar Index
· Gold Miners (GDX) Relative to S&P 500
· Consumer Price Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
What’s new in the industry? Grab your favorite fall drink and join us as we rank what’s underrated and overrated in wealth management.
· InvestmentNews is for sale... again
· Elon Musk takes control of Twitter and fires its top executives
· Riskalyze to rebrand company and change name in 2023
· Potomac hires wholesalers after saying they’d never hire wholesalers
· Bob Veres calls out pay-to-play industry awards
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re joined by Founder and CEO of Altruist, Jason Wenk, to explore the questions nobody else in the industry is bothering to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most genuine people in fintech.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re joined by Founder and CEO of Altruist, Jason Wenk, to explore the questions nobody else in the industry is bothering to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most genuine people in fintech.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Research by Potomac: https://potomacfund.com/research/
After 34 episodes of Who Charted, we decided it was time to spice things up! Dan and Drew are joined by Manish in the debut of our new show, Two and a Half CMTs. We’re bringing you the same quality market analysis, with a little (a lot) more conversation in-between.
We’ve got some big charts coming your way, including:
· ARKK
· Tesla
· 60/40 Portfolio Competition
· Vanguard Target Retirement
· Household Equity Ownership
· Marketwatch Article
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
After 34 episodes of Who Charted, we decided it was time to spice things up! Dan and Drew are joined by Manish in the debut of our new show, Two and a Half CMTs. We’re bringing you the same quality market analysis, with a little (a lot) more conversation in-between.
We’ve got some big charts coming your way, including:
· ARKK
· Tesla
· 60/40 Portfolio Competition
· Vanguard Target Retirement
· Household Equity Ownership
· Marketwatch Article
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
What’s new in the industry? Grab your favorite fall drink and join us as we rank what’s underrated and overrated in wealth management.
· Kim Kardashian to pay $1.26 million to settle SEC investigation
· RIAs are drowning cash managers with ‘silly’ inflows
· Charles Goldman takes seat on Orion board
· fraction.work launches platform to solve US software developer shortage
· DPL grows investor base 8x, raises another $20 million
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 Acast
Subscribe 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.
What’s new in the industry? Grab your favorite fall drink and join us as we rank what’s underrated and overrated in wealth management.
· Kim Kardashian to pay $1.26 million to settle SEC investigation
· RIAs are drowning cash managers with ‘silly’ inflows
· Charles Goldman takes seat on Orion board
· fraction.work launches platform to solve US software developer shortage
· DPL grows investor base 8x, raises another $20 million
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 Acast
Subscribe 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.
Research by Potomac: https://potomacfund.com/research/
Tune in to the last – that's right, LAST – episode of Who Charted!, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®.
The clock is ticking, and they’ve got some big charts coming your way, including:
· S&P 500
· ICE BofA MOVE Index
· Pharmaceuticals (IHE)
· MSCI Europe Financials Sector Index Fund (EUFN)
· Precious Metals (DBP) Relative to 60/40 Proxy (AOR)
· U.S. Dollar Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
Tune in to the last – that's right, LAST – episode of Who Charted!, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®.
The clock is ticking, and they’ve got some big charts coming your way, including:
· S&P 500
· ICE BofA MOVE Index
· Pharmaceuticals (IHE)
· MSCI Europe Financials Sector Index Fund (EUFN)
· Precious Metals (DBP) Relative to 60/40 Proxy (AOR)
· U.S. Dollar Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Let’s get creative! We’re joined by Patrice Kelly, Chief Creative Officer of Snappy Kraken, for a discussion on creativity, how to develop it, looking beyond the industry for inspiration, and more.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Let’s get creative! We’re joined by Patrice Kelly, Chief Creative Officer of Snappy Kraken, for a discussion on creativity, how to develop it, looking beyond the industry for inspiration, and more.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
➡️ Research by Potomac: https://potomacfund.com/research/ ⬅️
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis! ⏰
The clock is ticking, and we’ve got some big charts coming your way, including:
📈 Gold (Futures)
📈 Arms Index (TRIN)
📈 High Yield Credit Spreads
📈 NASDAQ 100
📈 High Dividend Yield (VYM) Relative to S&P 500
📈 iShares Core U.S. Aggregate Bond ETF (AGG)
So, who charted? 🔥
✅ This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
✅ Learn more about Potomac Fund Management: https://potomacfund.com/
🌐 Read our blog: https://potomacfund.com/blog
💼 Disclosure: http://bit.ly/2l3OvaL
➡️ Research by Potomac: https://potomacfund.com/research/ ⬅️
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis! ⏰
The clock is ticking, and we’ve got some big charts coming your way, including:
📈 Gold (Futures)
📈 Arms Index (TRIN)
📈 High Yield Credit Spreads
📈 NASDAQ 100
📈 High Dividend Yield (VYM) Relative to S&P 500
📈 iShares Core U.S. Aggregate Bond ETF (AGG)
So, who charted? 🔥
✅ This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
✅ Learn more about Potomac Fund Management: https://potomacfund.com/
🌐 Read our blog: https://potomacfund.com/blog
💼 Disclosure: http://bit.ly/2l3OvaL
What’s going on in the industry? Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.
· AdviceTech Live is happening again and for a good cause
· Citigroup, Genworth face lawsuits over BlackRock TDFs in their 401(k)s
· Altrusit add's Potomac tactical model strategies to its model marketplace
· Schwab Advisor Services scuttles Orion's TD Ameritrade software deal
· UBS backs out of Wealthfront deal, coughs up $69 million and will 'build' not buy
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 Acast
Subscribe 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.
What’s going on in the industry? Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.
· AdviceTech Live is happening again and for a good cause
· Citigroup, Genworth face lawsuits over BlackRock TDFs in their 401(k)s
· Altrusit add's Potomac tactical model strategies to its model marketplace
· Schwab Advisor Services scuttles Orion's TD Ameritrade software deal
· UBS backs out of Wealthfront deal, coughs up $69 million and will 'build' not buy
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 Acast
Subscribe 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.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· S&P 500
· Bloomberg Commodity Index (BCOM)
· Frontier Markets (FM)
· NYSE 52 Week Lows & Six Month Lows
· iShares 1-3 YR Treasuries (SHY) Relative to AGG
· Utilities and Communication Services
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· S&P 500
· Bloomberg Commodity Index (BCOM)
· Frontier Markets (FM)
· NYSE 52 Week Lows & Six Month Lows
· iShares 1-3 YR Treasuries (SHY) Relative to AGG
· Utilities and Communication Services
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· Stocks Relative to Bonds
· S&P 500
· ARKK Relative to Deep
· U.S. Dollar Index
· Equal Weight Energy
· Base Metals vs Previous Metals
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
In the fourth episode of our Proust Questionnaire, we’re joined by our CEO, Manish Khatta, for an unsurprisingly candid and uncensored conversation so good it was twice as long as it was supposed to be (thank you, tequila).
Tune in as we explore 24 questions nobody else in the industry thinks to ask.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
It’s been a while since we called the industry out on it’s bullsh*t. Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.
· Envestnet acquires retirement plan marketplace, 401kplans.com
· Goldman Sachs confirms RIA custody service is back-burnered
· Tifin Group CEO slashes jobs and pay 30 days after $109-million “D” raise
· Blackrock and Coinbase join forces to dominate advised crypto investing
· Vestmark sells Adhesion after quickly (nearly) tripling it’s AUM
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· S&P 500 Low Volatility Relative to S&P 500
· Bitcoin (BTC/USD)
· Russell 1000 Growth Relative to Russell 1000 Value
· U.S. Dollar Index
· Microcaps (IWC)
· High Yield Total Return Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
The AE Team gets together in Denver to address common misconceptions when evaluating managers, having a process like Firm CPR (Firm Structure, Communication, Program Design, and Returns) to do so, and how fun it was meeting the whole company on our retreat.
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
From building tech to hiring four wholesalers (yes, we know...) and a project manager, this next quarter looks to be a busy one. Join the leadership team as they discuss all that we’ve accomplished in Q2, and what each department has planned for the quarter ahead.
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Bud Light in hand, the Operations Team returns for their first in-person podcast to discuss personalized customer service and what sets us apart from the rest of the industry.
So, grab your favorite drink and pull up a chair!
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Grab a copy of the Potomac Cocktail Guide, and lift a glass with us : https://potomacfund.com/strategies/bull-bear-20/
The Marketing Team gets together to discuss our newest eyes-on-brand campaign in celebration of Bull Bear’s 20th anniversary, Bull Bear Bourbon, and the last-minute audible called by Christopher to create a Potomac Cocktail Guide.
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 Acast
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Subscribe in Spotify Podcasts
Subscribe in Google Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In the third episode of our Proust Questionnaire, we’re joined by The Rethink Groups Performance, Strategy, and Decision Advisor, Denise Shull. (Aka the inspiration for Wendy from HBO’s Billions).
Tune in as we explore seven questions nobody else in the industry thinks to ask.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· S&P 500 Volatility Breakouts
· Getting Closer to Capitulation
· Commodities (DBC) Relative to 60/40 (AOR)
· Commodities at Support
· Oil & Gas E&P (XOP)
· Risk Management > Narrative
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In episode six of Education Station, the Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews to stop, assess, and ensure things are running smoothly.
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In the second episode of Say It With Your Chest, Manish is joined by Snappy Kraken CEO, Robert Sofia, and Financial Advisor, Michael Baker, for a candid conversation on video marketing, work-life balance, self-awareness, and more.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Ops is back with new drinks and another episode of the most original operations podcast on the internet.
Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.
So, grab your favorite drink and pull up a chair!
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· Emerging Markets Min Vol (EEMV) Relative to Emerging Markets (EEM)
· High Yield Total Return Index
· Small Cap High Beta Relative to Large Cap High Beta
· Small Caps / Large Caps
· Chile (ECH)
· Dollar / Yen
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Industry gossip is back and bougie as f/**. Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.
· Orion Acquires TownSquare Capital
· On Ramp Announces Series A Funding
· Morningstar Buys a $30 Million Stake in SMartX
· TIFIN Raised $109 Million at Unicorn-Like Valuation
· Wealth Managers Are Losing the Competition for Tech Talent
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke, to discuss the company's rise, best in breed versus all in one, navigating integrations, and so much more.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our first episode of Say It With Your Chest, Manish is joined by Founding Partner at Streetcred Communications, Jason Lahita, and Wealth Manager at Cetera Investments, Jeffrey Gelormini, for a candid conversation on branding, public relations, content creation, and more.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· SPX Correlations
· S&P Small Cap 600
· Copper Miners Relative to S&P 500
· Small Caps / Large Caps
· Dividend Growth
· International vs. U.S.
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Blog: https://potomacfund.com/advisors-connecting-through-client-events/
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and the importance of hosting your own client events.
· Our first in-person team event since nearly tripling our staff
· Our Pittsburgh advisor conference in September
· The value of engaging, in-person client events
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
For a 30-day no commitment free trial, visit us here: https://research.potomacfund.com/checkout/rbp
In this episode, we take a deep dive into our technical analysis product, Research by Potomac, and share how it can add value to your financial advisory practice.
· The importance of research from people who actually manage money
· Differentiating yourself from “cookie-cutter” portfolios
· Generating engaging conversations with clients
· Why we’re giving our advisors free access to the product
Learn more about Research by Potomac at www.potomacfund.com/research
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and our recent decision to go all-in on TikTok.
In the thirteenth episode of Build in Public, we explore:
· First impressions of Potomac and the industry
· Our decision to make a company TikTok account
· Growing an audience before the rest of the industry catches on
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· Quality (QUAL) relative to Microcaps (IWC)
· S&P 500 and ATRs
· Value (IWD)
· iShares Core U.S. Aggregate Bond ETF (AGG)
· Growth (IWF)
· CCC or below OIS
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las Vegas!
· Snappy Kraken Acquires Advisor Websites
· Can you Invest in Bitcoin in a 401(k)? Fidelity Plans to Allow Crypto in Plans
· Orion to Buy Retail
· Vanguard and American Express launch advice service for cardholders
· Jolt! Marketing Conference Kickoff
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
After a seven-week hiatus, the Ops Team is back with the most original operations podcast on the internet.
In this episode, we discuss the financial planning tools inside our investor portal, how advisors are responding to them, and more.
So, grab your favorite drink and pull up a chair!
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with more stock market technical analysis! We’re bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way, including:
· Bloomberg Commodity Index and S&P 500
· S&P 500
· S&P 500 – Capitulatory Breadth
· QQQ / RSP
· S&P 500 Low Volatility (SPLV) relative to S&P 500 (SPY)
· U.S. Dollar Index
So, who charted?
Research by Potomac: https://potomacfund.com/research/
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way, including:
· International Bonds (IAGG)
· RbP Regime Index
· Crude Oil (Futures)
· S&P 500
· S&P 600
· Bloomberg Commodity Index
So, who charted?
Research by Potomac: https://potomacfund.com/research/
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
From the release of our research product to the addition of our new project manager, the first quarter of 2022 has been a productive one. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, what each department has planned for the quarter ahead.
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
The Education Team is back at Education Station with three stops addressing topics advisors and their clients are facing today, including:
· Taking control of your email inbox and insight notifications
· Being intentional with your time for you and your practice
· Properly defining tactical and tempering expectations
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way, including:
· Stocks (VTI) Relative to Bonds (BND)
· S&P 500 Utilities Index
· Pacific Ex-Japan (EPP)
· iShares Core U.S. Aggregate Bond ETF (AGG)
· S&P 500 Volatility
· Treasury Curve and NASDAQ 100
So, who charted?
Research by Potomac: https://potomacfund.com/research/
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re joined by Co-Founder of Seven Group and host of The Advisor Lab podcast, Alex Cavalieri. In this episode, we explore the biggest mistakes and misconceptions advisors face when marketing their business, including:
· The long-term, up and down nature of results
· Not waiting until you’re “ready” to create content
· If it’s not broken, don’t fix it
· Much more
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
After the overwhelming success of our first Proust Questionnaire (10k views and counting), we decided to make an entire series out of it. Joining us in the second installment is Vice President of LPL Financing, Kian Salehizadeh.
Tune in as we explore seven questions nobody else in the industry thinks to ask.
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way, including:
· SPX and 10/20 Breadth
· NDX Upside Breadth
· International Growth vs. International Value
· High Yield / Treasuries
· Metals and Mining
· Gold
So, who charted?
Research by Potomac: https://potomacfund.com/research/
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.
· Vise sees exec exodus after AUM doesn’t materialize
· Onramp is asking investors for $5m
· FeeX raises $80m and rebrands to Pontera
· Envestnet is up for sale, again
· Conference diversity startup, Choir, gains traction
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re joined by Wealth Strategist and Founder of Your Dedicated Fiduciary, Vance Barse. In this episode, we cover our recent partnership to bring financial planning services to all of our staff, and explore some of the current holes in financial planning, including:
· Financial advisor requirements (or lack thereof)
· The importance of tax and estate planning documents
· Different service models
· More
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We decided to pivot our approach on social media, putting a pause on the silly, often ridiculous content that differentiates us from the rest of the industry. Why? Because when the world is hurting, nobody cares about that bullsh*t.
In this episode of Build in Public, we discuss how we’ve changed course and adjusted our content calendar for the indefinite future.
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way, including:
· Microcaps (IWC)
· Bloomberg Commodity Index
· Biotechnology (IBB)
· 10-Year Treasury Note
· S&P 500 Index
· NASDAQ 100 Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In our new and improved format, the Education Team makes three separate stops to address topics advisors and their clients are facing:
· Calming nerves around volatility
· Preparing your clients for the return of student loan payments
· Understanding and communicating risk range
Articles:
Half of student loan borrowers may be at increased risk of delinquency, GAO report finds
https://www.cnbc.com/2022/02/25/half-of-student-loan-borrowers-at-increased-risk-of-delinquency-gao-finds-.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1645809727
Student Loans Are On Hold – Should You Pay Anyway?
https://www.nerdwallet.com/article/loans/student-loans/you-can-pause-two-student-loan-payments-but-should-you#:~:text=According%20to%20the%20latest%20federal,if%20you%20have%20further%20questions
How Your Behavior Drives Investment Returns
https://monumentwealthmanagement.com/resource/dr-daniel-crosby-how-your-behavior-drives-investment-returns/
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Blog Post: https://potomacfund.com/why-advisors-need-an-ocio/
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re joined by Founder of Content 151, Shawna Ohm. This episode, we took a different angle than we ever have, ending up with one of our most fun, genuine episodes to date.
In this episode of Featuring, we explore:
· Prioritizing authenticity over virtues
· Why you should never (ever) use vertical video
· The evolution of friends and relationships as you get older
· Much, much more
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
With the geopolitical market turmoil caused by Russia’s invasion of Ukraine top of mind, Research by Potomac’s Dan Russo provides perspective.
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way:
· Equal Weight S&P 600 Relative to S&P 600
· NASDAQ Composite Index
· S&P 600 Consumer Staples Relative to S&P 600
· Gold (Spot)
· Latin America (ILF)
· 10-Year Treasury Note
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.
· Noreen Beaman steps down as President of Orion Advisor Solutions
· Potomac Fund Management unveils new toolkit for financial advisors
· UBS to buy wealth management specialist Wealthfront for $1.4B
· AssetMark launches marketing advantage platform
· Hightower files lawsuit against ex-advisors
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
The (Christopher-less) Marketing Team discusses the importance of building a well rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this podcast.
In this episode of Build in Public, we discuss:
· Overlapping roles
· Culture and communication
· Embracing mistakes
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
A few weeks ago, we launched a new user interface for Union. The results since have been tremendous.
The Ops Team sits down to discuss how the platform has streamlined their efforts, and most importantly, freed-up time to focus on providing the great customer service we take pride in.
So, grab your favorite drink and pull up a chair!
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way:
· Quality Stocks (QUAL) Relative to Microcaps (IWC)
· Global Dow
· Frontier Markets (FM) Relative to ACWI EX-US (ACWX)
· Growth vs Value (Large Cap)
· Global Energy (IXC)
· US Dollar Index
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Launch day has arrived! The Investment team sits down to discuss our newest institutional research product, everything included in it, and why our experience managing money separates us from the rest of the so-called “experts.”
Join us as we dive into each piece of content we will be offering:
· Scanning Report
· Small Cap Deep Dive
· Monthly Chart Book
· Mythbusters
· Know What You Own
· Much more
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re joined by Main Management’s Managing Partner, Darol Ryan, and Director, Wayne Seaman, to discuss our successful partnership and embracing a team-oriented approach to best serve clients.
In this episode of Featuring, we explore:
· The changing needs of advisors
· Nurturing long term partnerships
· The benefits of a fresh perspective
· Much more
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way:
· CBOE Volatility Index
· S&P 500
· NASDAQ 100
· AAII Data
· Small Cap Low Volume
· Commodities vs. Stocks
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
New year, new gossip. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.
· Goldman Sachs backtracks on return-to-office
· WisdomTree and Ritholtz partner to launch crypto index
· Advisers find shelter from vaccine mandates at Christian RIA
· Facet Wealth secures $100 million in Series C funding
· Skience and Incedo bring RIAs “one-stop-shop" wealth management solution
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
The year 2021 was one for the ages. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, what each department has planned for the year ahead.
In this episode, the OGs discuss:
· Investments
· Marketing
· Education
· Operations
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Our CMO, Christopher Norton, wrote a piece for Advisor Perspectives in October detailing our decision to move on from Facebook, but we’ve recently had a change of heart. Oh, we also made paper dolls (Yes, you read that correctly) of Manish Khatta to celebrate his 20th anniversary with Potomac.
In this episode of Build in Public, we discuss:
· Why we’re returning to Facebook
· Our latest eyes-on-brand campaign
· New recommendations
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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We’re ready to kick off 2022 with a bang, starting with your favorite stock market technical analysis show. Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way:
· 10 Year Note (Price, Weekly)
· Bloomberg Commodity Index
· High Yield Credit Spreads
· S&P 500 Growth / Value
· Clean Energy Relative to SPX Energy Sector
· Small Cap Growth / Value
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re gonna have the hap-hap-happiest Christmas! For the last Culture Club episode of the year, Jeff chose a holiday classic, National Lampoons Christmas Vacation.
Join the fun as we discuss best gags, favorite characters, funniest scenes, and more. Jeff even sets a personal record for Goodnow-isms in a single podcast!
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.
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This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®,are giving you six charts in six minutes.
· The clock is ticking, and we’ve got some big charts coming your way, including:
· Dow Jones U.S. Momentum Index
· S&P 500 Construction Materials Index
· NASDAQ Equal-Weighted Index
· S&P 500 Health Care Providers & Services Index
· Commodities vs. Stocks
· S&P 500 Technology Hardware, Storage & Peripherals
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
The Ops Team is back with another episode of Drinks Well with Operations! This time, we discuss the pain points we’re dealing with on a daily basis.
From convincing clients to go fully electronic, to misinformation from custodians, we share frustrations that are undoubtedly affecting others across the industry.
So, grab your favorite drink and pull up a chair!
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
The Education Team returns to Education Station to discuss an important topic they recently wrote about in our blog, Why Advisors Need an OCIO. Come aboard as we discuss the value an Outsourced Chief Investment Officer can provide for Advisors and their business:
· How OCIO services have evolved
· Why Advisors should us an OCIO
· The emergence of platform OCIO
· More
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Blog Post: https://potomacfund.com/why-advisors-need-an-ocio/
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
A lot has happened since our last episode of Industry Gossip! So, grab a cup of tea and join us as we rank what’s overrated and what’s underrated:
- Riskalyze’s new tool to search securities: Discovery
- New Pershing X Business Unit Launches: Tech Roundup
- Docupace acquires PreciseFP
- Orion acquires BasisCode Compliance
- Morningstar downloads SMArtX
- Drew Wells’s Who Charted? debut reaches record viewership
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with another episode of Who Charted? Dan Russo, CMT, and Manish Khatta are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way, including:
· S&P 500 Equal Weighted Index
· S&P 500 PR
· Gold Futures
· US Dollar Index
· Emerging Markets
So, who charted?
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In the debut episode of our new guest show, Featuring, Manish Khatta and Christopher Norton are joined by President and Co-Founder of Thrivos Consulting, Penny Phillips, to discuss the role social media has played in finding her voice, building her brand, and scaling her network.
In this episode of Featuring, we explore:
· Building an authentic brand with social media
· Discovering your differentiator
· Ignoring the industry bullsh*t
· The evolution (and myths) of marketing for financial advisors
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
The past month has been nothing short of juicy. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated:
· Industry execs announce groundbreaking “Future Proof” wealth festival
· Envestnet-backed Medicare startup Healthpilot launches
· Schwab mandates substantial E&O insurance for 13,000+ RIA clients
· Vanguard and American Funds double down on partnership
· Potomac Fund Management leads with transparency
· Squid Game cryptocurrency scams investors out of $2.1 million dollars.
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’ve been on the record multiple times stating that virtual conferences suck. The challenge is, what do you do instead?
We explore:
· Not sucking
· Making it easy
· Building a better experience
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database designed to save time, increase engagement, and improve oversight. We discuss how this community will better serve advisors, including:
- Single source of strategist content
- OCIO recommendations
- Customizable web/mobile notifications
- More
Press Release: https://www.businesswire.com/news/home/20211026005326/en/Potomac-Fund-Management-Unveils-New-Virtual-Community
Insight Demo: https://potomacfund.com/insight/
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In our newly rebranded (Pop) Culture Club, we read “Blend Out” the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sophia. We share:
· Our favorite stories
· What stood out
· Value for Financial Advisors
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Over the past two years, Potomac has nearly tripled in size (in both staff and AUM/AUA). In this quarterly podcast, our Leadership Team aka the OGs of their departments, provide updates on what is next for the business: in
- Investments
- Marketing
- Education
- Operations
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our third outing on the Drinks Well podcast our Operations team breaks down their typical work day. We discuss the creation of intentional overlap as we provide service across the country, and where there is separation of roles.
So grab your favorite drink and join us!
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Our first episode of autumn has arrived. Grab a cup of tea (or a hot toddy) and join us as we rank what’s overrated and what’s underrated:
- AssetMark widens offensive on Envestnet by creating SMA mini-market
- Annual "call for article submissions" as publications produce their Market Outlook
- Franklin Templeton to buy O'Shaughnessy Asset Management
- FiComm Partners Launches New AmpliFi Offering for Financial Advisors
- Fidelity opens adviser access to fractional shares
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
This summer we crossed two important milestones within about a week of each other: $500M AUM/AUA and 100 episodes of the Conquer Risk Podcast. Coincidence?
We explore:
· Why we started a podcast
· Roadblocks
· Initial Success
· Series Evolution
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’ve had great fun dunking on each other in this podcast, but today we’re taking it to a new level. Our producers invited the spouses/partners of our leadership team onto the Potomac Couch. What follows is… memorable.
We hope you enjoy and follow us on this ridiculous journey! If you have any ideas, comments, or suggestion, shoot your shot.
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
The 2021 Profound Industry Maker and Player (PIMP) Awards were a smash, with thousands of viewers tuning in to see what Potomac had cooked up. But now that it’s over, a few questions remain:
· Why did we do this?
· How did we pull it off?
· Would we do it again?
· What can advisors possible take away?
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Our last episode of the summer is upon us. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:
· Capital Group Launches New ETFs Without American Funds Name
· 2021 RIA Event Comeback Collapses
· Live Webinars vs. on-Demand Video
· Riskalyze Sells Majority Interest to Private Equity Firm Hg Capital
· Redtail, Snappy Kraken Announce Text Messaging Apps
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book club we read, “Creative Confidence” from the founders of IDEO. We share:
· What we liked and what we didn’t
· Our favorite stories
· What we learned
· Value for Financial Advisors
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Timestamps:
00:14 - Book Club Intro
00:52 - The Art of Innovation & Creative Confidence
01:55 - Group thoughts
05:08 - Chase - Bring yourself to work
06:01 - Christopher - MRI story
08:11 - Jeff - Happy Accidents
11:03 - Jen - Failure sucks but instructs
12:48 - Kaitlyn - Fear chapter
15:01 - Martina - Bathroom chalkboard
16:31 - Jordan - Groth Mindset
19:11 - Disclosure
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
As your grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how the team is working to improve.
So grab your favorite drink and join us as we discuss:
· What’s gone well
· What could be better
· How to be more transparent
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Financial planning has changed. The goal for advisors in today’s world is to facilitate dynamic, ongoing planning conversations that can shift as quickly as life does.
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. They review:
· Capabilities
· Client View
· Mobile App
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
It’s almost back to school, but we’re not done with summer news. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:
· AssetMark Closes on the Acquisition of Voyant (globenewswire.com)
· Schwab Taking $200 Million Charge for SEC Robo-Adviser Probe | Wealth Management
· Dynasty Hires Digital and Tech Leads, Including Former Envestnet Exec | Wealth Management
· Carson Group Valued at $1B With New Bain Capital Investment | ThinkAdvisor
· Almost Famous: Investors Don’t Care About Advisor Media Appearances | RIAIntel
· Potomac, a leading TAMP and investment strategist postpones its 2021 Advisor conference.
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re back with Potomac Couch, and this time Director of Marketing Christopher Norton returns, along with Director of Client Experience Jennifer Burton and Operations Associate Chelsea Newcomb!
After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide (what we call) feedback. We picked four clips at random and let members of our team react.
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.
This episode, it’s a US Large Cap story. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Our Bull Bear Cereal has been a smash, but our brand refresh and new website launch fell flat. In this episode of Build in Public, we discuss how we f/**ed up:
- What we did wrong
- The cost of the mistake
- How we’ll do it differently next time
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
It may be the middle of summer break, but the news isn’t slowing down. Grab your (iced) tea and join us as we rank what’s overrated and what’s underrated:
· Nautical Branding
· Principal Financial Group Axes RobustWealth for Advisors
· Betterment Bundle
· Investopedia Top 100 Financial Advisors
· JP Morgan Acquires OpenInvest
· Robinhood Pays Up
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss).
As we enter Q3, The Potomac Leadership Team sits down to discuss major milestones past and future, and how did what we did:
· Crossing an AUM threshold
· Staff evolution
· Ops expansion
· Content engagement
· What’s to come
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with Potomac Couch, and this time we’re led by President Manish Khatta, along with Director of Operations Kaitlyn Humphries and Portfolio Manager Dan Russo!
After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback. We picked four clips at random and let members of our team react.
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 Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Roughly a year ago, Potomac had two people in Operations. Today we have five. Adding staff to your Operations team is about more than just extra help, it’s about evolving how your team functions. In this inaugural episode we break down what we’ve done in the past twelve months, and how we did it.
So grab your favorite drink and join us as we discuss:
· Finding Talent
· Training in a Remote Environment
· Keeping People Engaged
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 Acast
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book club we read, “Creative Confidence” from the founders of IDEO. We share:
· What we liked and what we didn’t
· Our favorite stories
· What we learned
· Value for Financial Advisors
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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Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers.
So, we decided to commit an episode of the podcast to breaking down what tools and resources we use across Potomac:
- Executive Systems
- Education and Marketing
- Portfolio Management Software
- Operations
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as werank what’s overrated and what’s underrated:
· Merrily Lynch Ends Cold Calling
· Vise Announces Series C Funding
· Altruist Raises $50M from the likes of Vanguard
· Snappy Kraken launches Jolt Marketing Conference for Advisors
· An Asset Manager Made a Cereal
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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Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
If you have any ideas, comments or suggestions please fire them our way.
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Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’re back with Potomac Couch! After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback.
We picked four clips at random and let members of our team react.
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately. Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience. Join our CIO Manish Khatta as he shares:
- What we’ve used
- Why we jump around
- How we built our ideal solution
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On Monday May 24th, Potomac launched Bull Bear cereal. Not your everyday brand awareness project for an investment strategist, we discuss:
- Why we did it
- How we did it
- Success and failures
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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Disclosure: http://bit.ly/2l3OvaL
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We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
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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Disclosure: http://bit.ly/2l3OvaL
So, after nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback.
We picked four clips at random and let the marketing team react.
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We've taken a different approach. Here is why, how, and the results from this journey.
- Investment Process
- Value Add Education
- Operations
- Business Planning
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Disclosure: http://bit.ly/2l3OvaL
We’re back, and boy has it been a messy week. Grab your tea and join us as we rank what’s overrated andwhat’s underrated:
- Riskalyze goes off on Hidden Levers
- Axos scoops up E*TRADE’s RIA Custody Business
- Berkshire Boys on Bitcoin
- InvestCloud acquires Advicent / NaviPlan
- Will the Independent Contractor Rule threaten the Advisor BD Model?
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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There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs.
- Backstory
- How this can be done
- Potential roadblocks
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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Today we’re proud to introduction a new show from Research by Potomac and the Conquer Risk podcast. Most analysts will take 45 minutes to make the same point nine times, but not us. Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.
The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?
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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Disclosure: http://bit.ly/2l3OvaL
Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models.
If you saw the press release this morning, you know that Potomac has seen 917% yoy growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how:
- What exactly is Envestnet?
- Why has Envestnet been successful?
- How does Potomac work with Envestnet?
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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We recently launched Research by Potomac, which has left people wondering what we’re up too. Is it a hobby? A well branded daily journal? No, we are building nothing short of an elite institutional research arm for Potomac.
Later this year we will be hiring more CMTs and programmers as we build this juggernaut, which will feature:
- Daily written research
- Indicator video
- Monthly chart show
- More to come
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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Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including:
- Making customer services the responsibility of the entire company
- The power of great company culture
- Value for Financial Advisors
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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Disclosure: http://bit.ly/2l3OvaL
We believe the days of bland opinionless commentary should be put firmly behind us. You can only add value when you actually lend perspective. Our special guest this week, JC Parets, CMT, shares how he delivers on this shared belief a Chief Market Strategist at All Star Charts.
- Why they take a tactical-only approach
- Introducing tactical to a passive investor
- Market theory
- More
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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Disclosure: http://bit.ly/2l3OvaL
We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank:
· Rithotlz crosses $2B
· Google cancels remote work
· WTF is happening with Seed Money?
· Tiffin Group buys Totum Risk
· Morningstar ranks SMAs
· Foreside launches RevBuilder360
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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After the hilarity of our April Fool’s “NFT Launch” and our episode about the campaign on Build In Public, one question has remained for many advisors: WTF is an NFT anyway?
Marketing Associate Martina Beda joins Jeff Goodnow to solve this riddle in 10 questions:
- WTF is an NFT by definition?
- WTF does “fungible” mean?
- Are NFTs the same as cryptocurrency?
- How are these used AND WHY?
- Who is the primary audience?
- How do you buy or sell?
- What NFTs have Martina acquired?
- How are NFTs being used as a vehicle to drive the purchase of non-digital items?
- Why do creators love the concept?
- Why do collectors love the concept?
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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At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available onplatforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with Ethan Powell to discuss their work:
- Firm Structure
- Portfolio Design
- Philosophy
- Communication
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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On April 1st, 2021 (the day before this was published) we launched a one-day, over-the-top, and completely fake campaign for Potomac NFTs. In this episode of Build in Public, our marketing team breaks down their April Fools’ meme:
- HOW we built it
- WHY we built it
- Initial results
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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As enter the second quarter of the year, we bring together the Potomac leadership team to talk through the incredible start to 2021. From the phenomenal growth of this podcast, to the evolution of Potomac’s business, we break down:
- Building in Public
- Operational Advancements
- Marketing Engagement
- New Managers
- New Hires
- What’s Next
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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In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses.
What does that mean? It’s called “Business Intelligence.” This week we break it down for you and discuss:
- Business growth/decline data
- Measuring asset growth
- AUM analytics
- Demographics
- Revenue evaluation
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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We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank:
· Apex goes public
· YCharts adds SMA data
· Orion buys Hidden Levers
· Riskalyze launches Build My Tech Stack
· Walmart roll out FinTech
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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Disclosure: http://bit.ly/2l3OvaL
Benchmarking in this industry has become a mess. To solve this, we’re taking our usual subtle approach: burning it to the ground and building something better.
- Why benchmarking is broken
- Why newer approaches are flawed
- How we’ve solved this for Potomac
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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Financial Advisors often ask us about marketing, but we don’t sell marketing services. So, since we’ve always valued transparency, we figured why don’t we just show you what we do? The success, the fails, all of it. In the first episode of this new series, we set the stage and show you how we’re working to build off recent growth with:
- Website traffic
- YouTube engagement
- Ahrefs
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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Last Friday the SEC approved the new RIA Testimonial rule, which will go into effect May 4th of this year. What does this mean for Advisors? Is there a genuine opportunity here, or is it all flash?
- Types of Testimonials
- How it could be used in your practice
- What Advisors are missing
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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Ever wish you read more? We did, so we started a book club. This series from the Conquer Risk Podcast will feature the full Potomac team, as we explore stories (we hope) will make us better at what we do. In our inaugural episode, we share our takeaways from “Excellence Wins” by Horst Schulze, including:
- Building a culture of service
- Standing up to preconceived notions
- Value for Financial Advisors
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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In our "February Hot Takes" podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience Jennifer Burton joins host Jeff Goodnow to help advisors understand the benefits for their business growth. We discuss:
- What they are
- How they work
- Why Advisors should be excited
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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There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss in February’s Hot Takes, along with:
- Buying Clients
- Why we were wrong about Cetera
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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Welcome to a new series from the Conquer Risk Podcast. There is so much news flying around, we barely have time to process it all. What’s overrated? What’s underrated? We rank:
· TD Ameritrade Customer Service
· SEC Advisor Testimonial Rule
· Vise Recent Round of Funding
· Custom SMAs
· Vertical Video
· Franklin Templeton’s Robo
· Orion and Focus Financial’s Cash Venture
Learn more about Potomac Fund Management: https://potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
It’s a hard truth to face, but the fact is the way advisors communicate to clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future success.”
We are very intentional about how we communicate here at Potomac, and we believe how you communicate is an opportunity many advisors don’t fully realize. We break down:
- Voice vs. Industry Talk
- Planned Content vs. On-Demand
- Gated Content vs Transparency
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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Both in the financial media and in conversations we’ve been having, two ideas have been hot topics lately. Are they fads? Are they overhyped? Does it matter? We dive in and hit three key points:
- High Concentration
- Taxation
- Themes (ESG, etc.)
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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Our lot in life is not to have salon quality hair and read the news. So rather than simply report, we offer our genuine and unfiltered thoughts on current events in the financial advisory world, including:
- Baron Partners vs. Ark Invest
- Cetera adds Riskalyze
- Altruist raises funding
- You. Can’t. Scale. Service.
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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As Potomac has grown, we’ve had to rethink how we hire, train, and retain great team members. Whether you’re a remote workforce like ours, or not, this decade demands Advisors take a new approach to each step in this process:
- Utilizing the best online tools for recruitment
- Training in a remote environment
- Retention strategies beyond salary
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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In our industry, it can often feel like the same people are talking about the same things over and over again. So, while our guest today is one of our industry’s most beloved voices, we’re not going to talk about our own perspectives at all.
We sit down with Samantha Russell to share stories of where advisors have found success growing their business:
- Creating a Niche
- Using Social Media
- Socially Distanced Events
- Non-Traditional Communications
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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Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what's next in elevating the Advisor Experience:
• Expansion of the Union UMA
• SMA Portal
• Community Center
• Video
• Potomac Conference
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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It’s our season three finale and we’re bringing the entire Potomac leadership team to discuss what went down in 2020. We discuss the good, the bad, the ugly, and the awesome across:
- Operations
- Marketing
- Client Experience
- Union UMA Launch
- What’s Next in 2021
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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From time to time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work:
- Firm Structure
- Communications
- Program Design
- Philosophy
- Platform Availability
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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Disclosure: http://bit.ly/2l3OvaL
The abrupt closer of Oranj left a number of Advisors scrambling. While a challenging situation, we discuss how this should serve as a larger wakeup call for the industry:
- What went wrong with Oranj
- What this means for the future of Fintech
- What Advisors should be focused on
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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Disclosure: http://bit.ly/2l3OvaL
Seasonality trading is a term that gets thrown around a lot, but what exactly is it? And can you (or should you) build a trading system around it? We look at specific examples:
- Individual Holidays
- Month/Quarter End
- Presidential Seasonality
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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Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We’ve debated whether social media is a good use of time, but however you’re engaged you must be compliant. You also want to be timely, collaborative, and hopefully effective. Our guest today, Ben Pankonin of Social Assurance, has built a technology for the financial industry that seeks to solve each of these needs:
- What is Social Assurance?
- How does focusing on community help a national tech company?
- How do they handle data security?
- How do they help individual Advisors?
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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Sometimes our life experiences throw us a topic and we just have to talk about it. From individual users to small businesses, it seems like pricing never seems to favor the little guy:
- Software subscriptions
- Booking fees and tipping
- Hidden charges
- Help your clients be more “moneywise”
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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One opportunity we don’t hear talked about enough, is learning from people outside the industry. What can advisors pick up from other small business owners? What success can they replicate with their own clients and prospects?
Our guest this week, Brett Clarke, an Orion Portfolio Solutions alum, shares what he’s learned as a small business owner since leaving the industry:
- How the Financial Advisor / Home Builder prospects are similar
- How you think about your business (as a small business) can change how you market
- What can make your business stand out in a sea of competitors
- Changes you can make right now
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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See acast.com/privacy for privacy and opt-out information.
We speak with advisors every day, and much like the conversations they have with their clients, elections and presidential events always work their way into the discussion.
In this special episode of the Conquer Risk podcast, we discuss the top word that comes to mind: worry. This is not a political show, we’re here to discuss if these events really effect the market:
- Presidential Elections
- Congressional Elections
- US and World events
- Other factors
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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From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors. We’ve all used transcription services before, and most of them are garbage. Our guest today, Corey Westphal of Mobile Assistant, claims to not only have a solution for this, but several others for advisors:
- What is Mobile Assistant?
- How are they improving workflows for Advisors?
- Where do they help Advisors in the evolving regulatory landscape?
- How do they handle data security?
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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While a plethora of systems exist for selecting indicators, we frequently field questions from advisors about our process. In this episode, we discuss how Potomac chooses and uses various indicators, as well as how we combine them:
- What precisely is an indicator?
- How are they combined and for what purpose(s)?
- How has it changed over the years?
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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As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year:
· What was expected
· What surprised us
· What this means for Advisors
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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The right PR opportunities can open new doors for exposure, while highlighting an individual or firm’s expertise. But is it worthwhile for financial advisors? Our guest Jason Lahita, founding partner of StreetCred Communications, offers his candid and surprising insight:
- What exactly isPR?
- Who is it for?
- Who is it not for?
- What does success look like?
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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An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down:
- What does an OCIO actually do?
- How precisely does it benefit the advisor’s business?
- What impact does it have on theclient relationship?
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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There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio concept. We break it down:
- Pros/Cons of a TAMP
- Pros/Cons of a Model Marketplace
- Conclusion
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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Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one.
As we continue to work with independent advisors this year, we’ve found something interesting: advisors don’t really have a great way to even begin a search for good manager.
In what amounts to our first prequel episode, we discuss:
- Where does one search?
- Do custodians offer a solution?
- Advisor networking
- Software solutions
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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As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss:
- Their merit.
- Their fallacies.
- Does it matter?
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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There is a vast community of Financial Advisors on social media. While it can be a fun way to stay connected, is there any real value in it? Our Director of Marketing, Christopher Norton, sits down for a series of one-on-one conversations to explore this topic from multiple perspectives:
- Zach McDonald
- President and Chief Marketing Officer at Three Crowns
- Courtney McQuade
- Communications Manager at Integrated Partners
- Social Media Strategist at Citywire
- Liv Gagnon
- Founder and Brand Strategist at Portaga Creative
- Michael Policar
- Fiduciary Wealth Manager at Hightower Bellevue
- Host of the 15 Minute Advisor Podcast
- Lauren Owens
- Personal Chef
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See acast.com/privacy for privacy and opt-out information.
Market chaos often creates strange bubbles and 2020 continues to be a year like no other. In this episode of the Conquer Risk podcast, we explore what’s going on with:
- Day Trading (the good, the bad, and the ugly)
- Diversification (what happens when it does not work?)
- The Coin Shortage (is it real?)
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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Disclosure: http://bit.ly/2l3OvaL
The world is a vastly different place that it was five years ago, and with it – people’s expectations. The bar for a great client experience has risen, has your firm risen with it?
In this episode of the Conquer Risk podcast, we explore the key elements to success:
- Communication
- Account Opening
- Client Portals
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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As we enter the third quarter of a year now being used as a verb, we look at the top content advisors have gravitated to in the second quarter of the year:
- What was expected
- What surprised us
- What this means for Advisors
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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Companies spend (tens of) thousands of dollars to launch new products. But what if you are a financial advisor and want to launch a new product of your own? Whether it is a new investment strategy, financial planning tool, or service, HOW can you conduct a product launch with limited resources?
Our Director of Marketing, Christopher Norton, walks us through building a successful roadmap without a big spend:
- Building Buzz
- Create Assets
- Campaign Planning
- Launch
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The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk podcast we break down the key steps to consider before taking the leap, including:
· Back-Office
· Compliance
· Investments
· Client Experience
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In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. In our Season Three Premier, we discuss how we built Union to create a better experience point-by-point:
· Investment Management
· Integrated Technology
· Back Office Administration
· Client Portal
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The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor's frustrations for years, and we’ve built this solution with one principle in mind: your business matters.
- Commitment to (quality) service
- All-in-one platform from prospect to client
- Financial planning + aggregation reported alongside investments
- Custom OCIO functionality
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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Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world:
- Prospecting becomes easier when you know your options
- Creating a great client experience (can) become much simpler
- What to look for in a good TAMP solution
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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In this episode of the Conquer Risk podcast we welcome special guest Nina O’Neal of Archer Investment Management. Nina is the founder of the Female Advisor Network. In this episode she shares her story of how she brought the organization to life and the fantastic work they are doing in the industry:
- What inspired Nina to found the network
- The goals of the organization
- Resources available to members
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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In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including:
- The S&P 500 crossing it’s 200 day moving average, does it matter?
- Tech companies are embracing WFH, who’s next?
- Is video the long-sought solution to your inbox?
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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Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much needed resource to advisors, including:
- The value in its collaborative online community
- Top questions advisors are seeking answers to
- Providing perspectives beyond the usual industry voices
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Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 faring much better? We break down what’s behind this big question on the Conquer Risk podcast:
- What is Market Cap Indexing?
- What’s the story with the S&P 500?
- We say it a lot, but know what you own.
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Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit from:
- What we found with YCharts that we weren’t getting elsewhere
- The ability to utilize Excel for further customization
- How workflows save time on repetitive tasks
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There are many definitions floating around of what constitutes a bear (or a bull) market. So, how do you know if you’re actually in one? In this episode of the Conquer Risk podcast we discuss:
- What specifically made us stop and think about this.
- What is Potomac’s definition?
- Does it even matter?
Many advisory practices and small businesses consider the pros and cons of their spouse as a staff member. But just as many, are afraid to take the leap. Today we sit down with Lake Avenue Financial VP of Operations Rosa Chalekian, to discuss the success, challenges, and balancing act of working with your partner:
- Can you leave work at work?
- What do you do when you’re having a bad day?
- Do the pros outweigh the cons?
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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As we enter the second quarter of 2020 in unprecedented times, we look at the top content advisors have gravitated to in the first quarter of the year:
- What was expected.
- What surprised us.
- What this means for Advisors.
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/
Read our blog: https://blog.potomacfund.com/
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In a follow up to our Season Two premiere, we continue our series on “The Making of an Investment Platform.” It is an exciting experience to share this in-process, and we’re excite to provide several key updates in this episode including:
- Platform architecture
- Our approach to creating the manager list
- Other services and benefits
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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This episode of the Conquer Risk podcast takes on a slightly different form, as we discuss multiple topics currently in the news and the potential impact on Advisors:
- Cares Act
- SBA Loans
- Head-Fakes
- What could be a New Paradigm
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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Risk Management is a term that gets thrown around a lot these days, but at Potomac – it’s more than a marketing term. It’s who we are. In this episode of the Conquer Risk podcast, we discuss what this means, the math behind it, and statistics that support its effectiveness:
- The definition of Risk Management
- The math of Risk Management
- The effectiveness of Risk Management
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While everyone is talking about Social Distancing these days, we wanted to take a different approach. This time demands we take certain steps, but rather than focus on the disruption there is an opportunity to embrace it as a chance to evolve (and grow!) your business:
- Improve your use of technology
- Building trust with staff
- Putting your clients at ease
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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There are a lot of unknownsin this turbulent market, but one item that IS known – is the importance of the tools that enable us to accomplish the important work we do for our clients. In good times. And in bad.
In this episode of the Conquer Risk podcast we sit down with SMArtX CEO Evan Rapoport to discuss how their technology is evolving the industry, the reasons Potomac wanted to be part of it, the headaches they caused us, and more including:
- How SMArtX evolved tech that hasn't changed since the 80s
- How they lead with execution
- What it means for Advisors
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In the midst of all the noise about the markets and the virus, one term is getting thrown around a lot: Black Swan Events. So, what’s that? Is it COVID-19? Corona Virus? Ebola? A Terrorist attack?
On this week’s Conquer Risk podcast we set aside the hype to provide some clarity:
- What IS a Black Swan event?
- What affects can be correlated to these pandemic scares?
- What should the affects be on advisors and clients, based on context and investment styles?
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In our recommendations to Advisors on how best market themselves, we’ve talked a lot about voice. This week, we have special guest Johnny Sandquist of Three Crowns Marketing & Copywriting to discuss not only the importance of finding your voice, but how to cultivate it.
- Identifying your true-to-yourself persona
- How to build guardrails around how to portray said persona
- The emotional impact of what you say and how you say it
- Common pitfalls we’ve seen for Advisors
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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There was a great deal of chatter this weeks from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument:
• The Data from Cerulli Associates
• Merger & Acquisition: Sole-Practitioner VS Multi-Advisor
• What about Junior Advisors?
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https://blog.potomacfund.com
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http://bit.ly/2l3OvaL
Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast:
- Why are people so passionate about Calendar Year Returns?
- What we mean by "Zoom Out."
- Other points of due diligence.
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Potomac went back-to-back at these events in Florida. As we kick off 2020 conferences, we dedicate this episode of the Conquer Risk podcast to discussing who we found at these events and what we learned, including:
• Did TDA address the merger?
• Navigating a large event.
• Our experience on a panel, and how that came about.
• The good, the bad, the ugly, and the awesome.
• Who should attend next year (and would we)?
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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Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
When it comes to marketing, most Advisors could benefit from the perspective of a Chief Marketing Officer. But how often is that in the budget? In this episode we discuss the top five ways to replicate the CMO experience without necessitating a big spend:
• Creating content
• Finding the right software
• Getting involved in Social Media
• How to stand out
• Avoiding the biggest hang up
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
We have received a number of questions since the launch of our season one podcast episode, “HSA – The Next Untapped Market.” Specifically, the Fidelity experience and their new HSA program. Voila, HSA part two:
• Why is this topic important?
• The advantage of the Fidelity solution
• The transfer experience
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all.
• Why is the share class concept important to us as an RIA?
• Why are there so many?
• Top 4 Share Classes for Reps and Advisors
• What’s the future look like from our perspective?
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
As big believers in process and systems, our second episode of season two is dedicated to why every Advisor needs a trading system!
• Self-awareness – What are the goals?
• Temperament – Deciding what to trade.
• Style – Time commitment.
• Adherence – Sticking with it in all markets.
• Allocation – Position sizing (and how many).
• Technology – Finding the right level of sophistication.
• The Holy Grail – Combining uncorrelated indicators.
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our season two debut, we begin a series on the next evolution of our business:
• What lead us here
• Why now
• Our thought process
• What comes next
• Sharing the journey on the Podcast
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in S3E9, “How to Find a Manager” which serves as a prequel to this.
Our season one finale features a recurring conversation we’ve been having recently with Advisors, how to construct a portfolio of managers. We discuss:
- Meeting expectations
- Firm structure
- Communication
- Program design
- Returns
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
See acast.com/privacy for privacy and opt-out information.
In our twenty-second episode, a follow up to the “Podcast Podcast,” we discuss best-practices for Advisors:
- Video and audio gear
- Recording and editing software
- What to avoid
- Post-production recommendations
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor's clients:
- Does the media exist to report the news or generate clicks?
- Misleading content
- Clickbait
- Non-advisor advice
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our twentieth episode we discuss Schwab’s takeover of TD Ameritrade, it’s impact on the industry, and what it means for Advisors:
· How The Race To Zero made this possible
· Technology and innovation
· What “scale” means for staff and support
· How this may play out for small Advisors
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:
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made:
· Top reasons for the lawsuits
· Why the lawsuits hit a wall in 2019
· Impact of the Brokerage Window
· Benefits of BrokerageLink for Advisors
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our eighteenth episode we discuss an Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity:
· The contributions are nearly half of 401(k) levels
· Earnings can be tax free
· There is no “use it or lose it” provision
· No RMD
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our seventeenth episode we discuss the opportunities (and challenges) of a remote workplace:
· Potomac’s experience with working remote
· Does it work? Do people work? Are they productive?
· The role technology plays
· Client perception
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our sixteenth episode we discuss whether Mutual Funds are dying a slow death:
· Our perspective as a money manager using Mutual Funds for over 30 years
· Why they were created and what lead to their rise
· How ETFs have disrupted the industry, and their Pros & Cons
· Is the end near for Mutual Funds or will their place evolve?
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our fifteenth episode we answer questions about the genesis of the Conquer Risk podcast, and what we’ve learned since launch:
· Why we chose to do a podcast, and the benefits of the medium
· Roadblocks we’ve encountered, and how they were overcome
· Why we record audio AND video
· Our views on ROI
· How to get started yourself
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our fourteenth episode we discuss zero trade costs:
· What’s behind the free trade concept?
· Is this corporate generosity? Or is it made up elsewhere?
· What new opportunities become available to advisors and their clients?
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
In our thirteenth episode we sit down with guest Alex Chalekian to discuss:
- Alex and Lake Avenue Financial’s big announcement with Integrated Partners.
- Alex’s experience gained through previous advisor acquisitions.
- What opportunities and challenges can be hidden in the acquisition process.
- Acquisition resources for Advisors.
In our twelfth episode we discuss:
· Does popularity drive bubbles?
· Is passive investingcreatinga bubble?
· What could the future look like with passive and active investing?
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
During this episode we discuss:
- What Is a Bear Market Fund?
- Who uses them and why?
- How can this help grow your business?
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/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
If you have any ideas, comments or suggestions please fire them our way.
During this episode we discuss:
· Who we found at the event and what we learned.
· The good, bad, ugly, and awesome.
· Who should attend in 2020.
We hope you enjoy and follow us on this journey!
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
If you have any ideas, comments or suggestions please fire them our way.
During this episode we discuss:
· Why Financial Advisors need to get serious of Linkedin and how most are approaching it wrong.
· Advising clients to watch out for the rate promises made by charlatan banks.
· Random useless information.
We hope you enjoy and follow us on this journey!
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
If you have any ideas, comments or suggestions please fire them our way.
During this episode we discuss:
· Breaking the myths and misconceptions of the 403(b) plan participant market for advisors.
· Why 403(b) plan participants need more help than ever.
· The financial advisor opportunity in this market.
We hope you enjoy and follow us on this journey!
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
If you have any ideas, comments or suggestions please fire them our way.
During this episode we discuss:
· The truth behind the inverted yield curve
· The deductibility of management fees for non-qualified annuities
· Random useless information
We hope you enjoy and follow us on this journey!
Make sure you subscribe to never miss an update.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
If you have any ideas, comments or suggestions please fire them our way.
We hope you enjoy and follow us on this journey!
Make sure you subscribe to never miss an update.
Listen on Pippa
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
During this episode we discuss:
· Advice delivered via a subscription model
· The official death of FinTech integrations
· Random useless information
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.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
During this episode we discuss:
· Online banking and the chase for yield
· Pay-to-play at investment custodians
· Random useless information
We hope you enjoy and follow us on this journey!
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
During this episode we discuss:
· The search to find the best 529 plan for financial advisors.
· Is saving for college even worth it anymore?
· The student loan dilemma.
· Random useless information.
We hope you enjoy and follow us on this journey!
Make sure you subscribe to never miss an update!
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
During this episode we discuss:
- Our recent partnership with Riskalyze and our addition to their Model Marketplace.
- Our recent attendance at the Riskalyze Bootcamp to learn more about the software.
- The utter nonsense of hypothetical performance track records that many investment mangers still report!
- Random useless information.
We hope you enjoy and follow us on this journey. If you have any ideas, comments or suggestions please fire them our way.
Welcome to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible. Voice is the future and the future is voice!
The podcast will be with Manish Khatta and Jeff Goodnow, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm.
Many folks think long and hard to figure out what kind of content to release but we feel that the best content is just a matter of documenting your business journey. We will discuss everyday tasks like researching new technology, investment strategy R&D and the occasional rant. There is value in talking about the day to day tribulations of the fellow financial advisor.
If you have any ideas, comments or suggestions please fire them our way. However, if you know either Manish or Jeff there won’t be a lack of things to “talk” about.
During this episode we discuss:
· Our recent attendance at the Envestnet Summit in Austin, TX including our take on the current state of the UMA platform.
· Our recent blog post on the usefulness of the 200 day moving average.
· Random useless information.
We hope you enjoy and follow us on this journey!
See acast.com/privacy for privacy and opt-out information.