Shows
Fintech ImpactPotomac Fund Management with Manish Khatta | E333In this episode of Fintech Impact, Jason invites Manish Khatta, CEO of Potomac Fund Management, for an in-depth conversation. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology challenges from within. Manish shares his journey of developing custom tech solutions, navigating partnerships, and the trade-offs inherent in taking control of one's technological landscape. Episode Highlights:00:10: Jason Pereira introduces the show and guest Manish Khatta, CEO of Potomac Fund Management, setting the stage for a discussion about the uncommon path of solving one's own technology challenges in the asset...2024-07-1628 min
Billion Dollar Backstory24: $1.2B Boutique CEO Manish Khatta of Potomac Fund Management on The Power of Branding for Boutiques | Insights into His Modern Marketing Playbook He Used to Add $1B in 3 YearsThe investment world has evolved. Success on Wall Street isn’t reserved for middle-aged white men in fancy NYC offices making deals and dollar calls like old cliches would have you believe.Our guest today, Manish Khatta, is living proof that breaking the mold can lead to incredible success. He's the CEO/CIO of the rapidly growing boutique, Potomac Fund Management, and he managed to boost the fund by $1 billion in just three years. How? By doing something different—being a relatable, authentic human in an industry where that's not t...2023-11-011h 01
The Conquer Risk PodcastWho Charted? (E45)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 ReturnSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Manage...2023-09-0112 min
The Conquer Risk PodcastWho Charted? (E45)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 ReturnSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Manage...2023-08-1810 min
The Conquer Risk PodcastThe OGs (E7)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. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/2023-07-2522 min
The Conquer Risk PodcastWho Charted? (E44)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 PRSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https...2023-07-2113 min
The Conquer Risk PodcastWho Charted? (E43)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 RateSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more...2023-06-0911 min
The Conquer Risk PodcastWho Charted? (E42)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 500So, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/Conque...2023-05-1210 min
The Conquer Risk PodcastThe OGs (E6)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 AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blo...2023-04-1816 min
The Conquer Risk PodcastWho Charted? (E41)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 PRSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtub...2023-04-1411 min
The Conquer Risk PodcastWho Charted? (E40)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 ReturnSo, who charted?This podcast is produced as a video series. Plea...2023-03-2111 min
The Conquer Risk PodcastThe OGs (E5)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 AcastSubscribe in Apple Podcasts Lear...2023-01-1020 min
The Conquer Risk PodcastTwo and a Half CMTs (E1)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 ArticleSo, who charted?...2022-10-1917 min
The Conquer Risk PodcastManish Khatta | The Proust Questionnaire (E4)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 AcastSubscribe in Apple Podcasts 2022-08-1643 min
The Conquer Risk PodcastSay It With Your Chest (E2)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 AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: htt...2022-06-1424 min
The Conquer Risk Podcast(feat.) Eric ClarkeIn 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.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.pot...2022-05-3133 min
The Conquer Risk PodcastSay It With Your Chest (E1)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.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Rea...2022-05-2724 min
Orion's The Weighing MachineManish Khatta of Potomac Fund Management - Marketing and Branding Strategies That WorkMarketing is a critical piece of any business. It is the function that focuses on bringing awareness and interest to a company, its products, and services. When done correctly, marketing can help a business achieve incredible results. In this episode, Rusty and Robyn talk with Manish Khatta, CEO & CIO of Potomac Fund Management, a boutique investment strategy firm for financial advisors.Manish is a quant, a true math geek. He has spent his career creating and refining trading strategies built on mathematical computations and number crunching. He is a lifelong Potomac employee who started with t...2022-03-2928 min
The Conquer Risk PodcastBuild in Public (E9)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 ple...2022-01-1418 min
The Conquer Risk PodcastWho Charted? (E14)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 MarketsSo, who charted?Make sure you subscribe to never miss an update. Listen on AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management...2021-11-1606 min
The Conquer Risk Podcast(feat.) Penny PhillipsIn 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 advisorsIf you have any ideas, comments or suggestions please fire them our way. 2021-11-0935 min
The Conquer Risk PodcastWho Charted? (E13)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-11-0206 min
The Conquer Risk PodcastWho Charted? (E12)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-10-1906 min
The Conquer Risk PodcastWho Charted? (E11)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-10-0506 min
The Conquer Risk PodcastWho Charted? (E10)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-09-2106 minOrion's The Weighing MachineManish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative InvestingIn today’s episode, Rusty and Robyn talk with Manish Khatta, President and CIO at Potomac Fund Management, Inc.Manish is a quantitative analyst and a self-professed math geek. His love for mathematical algorithms and finance blossomed from what was supposed to be a summer job with Potomac before entering law school. Now, a lifelong Protomac employee, he continues to lead and share his expertise in quantitative trading systems.Manish talks with Rusty and Robyn about conquering risks through tactical investing, the need for creative multimedia in finance, and insights on the future of the in...2021-09-0722 min
The Conquer Risk PodcastWho Charted? (E9)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-09-0306 min
The Conquer Risk PodcastWho Charted? (E8)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-08-2406 min
The Conquer Risk PodcastWho Charted? (E7)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blo...2021-08-0906 min
The Conquer Risk PodcastWho Charted? (E6)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Mana...2021-07-2706 min
The Conquer Risk PodcastWho Charted? (E5)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog...2021-07-1306 min
The Conquer Risk PodcastGood as HellWhile 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 comeMake sure you subscribe to never miss an update.Listen on Acast2021-07-0614 min
The Conquer Risk PodcastPotomac Couch (E3)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 subscr...2021-07-0203 min
The Conquer Risk PodcastWho Charted? (E4)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog...2021-06-2207 min
The Conquer Risk PodcastWho Charted? (E3)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 AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog...2021-06-0806 min
The Conquer Risk PodcastChoosing a Risk Score and Proposal SystemWe 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 usedWhy we jump aroundHow we built our ideal solutionMake sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/...2021-06-0112 min
The Conquer Risk PodcastWho Charted? (E2)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.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsLearn more about Potomac...2021-05-2506 min
The Conquer Risk PodcastWho Charted? (E1)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.Make sure you subscribe...2021-05-0707 min
The Conquer Risk PodcastTop Content of Q3 2020As 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 AdvisorsWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about...2020-10-1322 minThe Conquer Risk PodcastIs PR Valuable for AdvisorsThe 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 is PR?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.Make sure you subscribe to never miss an update.Listen on Acas...2020-10-0622 minThe Conquer Risk PodcastWho Uses an OCIO?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.Make sure you subscribe to never miss an update.Liste...2020-09-2919 minThe Conquer Risk PodcastTAMP vs. Model MarketplaceThere 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 TAMPPros/Cons of a Model MarketplaceConclusionWe 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...2020-09-2223 minThe Conquer Risk PodcastHow to Find a ManagerLast 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 networkingSof...2020-09-1521 minThe Conquer Risk PodcastDo Risk Score Work?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.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.co...2020-09-0825 minThe Conquer Risk PodcastIs Social Media a Waste of Time?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 McDonaldPresident and Chief Marketing Officer at Three CrownsCourtney McQuadeCommunications Manager at Integrated Partners Social Media Strategist at CitywireLiv GagnonFounder and Brand Strategist at Portaga CreativeMichael PolicarFiduciary Wealth Manager at Hightower BellevueHost of the 15 Minute Advisor PodcastLauren OwensPersonal ChefWe hope you e...2020-09-0130 minThe Conquer Risk PodcastDay Trading vs. DiversificationMarket 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.Make sure you subscribe to never miss an update.Lis...2020-08-1821 minThe Conquer Risk PodcastThe “Client Experience” Requirements have ChangedThe 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:CommunicationAccount OpeningClient PortalsWe 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.L...2020-08-1121 minThe Conquer Risk PodcastTop Content of Q2 2020As 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 expectedWhat surprised usWhat this means for AdvisorsWe 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 AcastSubscribe in Apple PodcastsSubscribe i...2020-08-0420 minThe Conquer Risk PodcastHow to Launch a Product (with a Limited Budget)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 BuzzCreate AssetsCampaign PlanningLaunchWe hope you enjoy and follow us on this journey! If you have any ideas, comments or s...2020-07-2824 minThe Conquer Risk PodcastThe Key Steps to Becoming an RIAThe 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 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 AcastSubscribe in App...2020-07-2121 minThe Conquer Risk PodcastYour Business MattersIn 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 PortalWe 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 AcastSubscribe in Apple Podcasts...2020-07-1427 minThe Conquer Risk PodcastThe Making of Union UMAThe 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) serviceAll-in-one platform from prospect to clientFinancial planning + aggregation reported alongside investmentsCustom OCIO functionalityWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure y...2020-06-2324 minThe Conquer Risk PodcastThe Benefits of a TAMPTimes 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 optionsCreating a great client experience (can) become much simplerWhat to look for in a good TAMP solutionWe 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....2020-06-1621 minThe Conquer Risk PodcastThe Female Advisor NetworkIn 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 networkThe goals of the organizationResources available to membersWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way....2020-06-0917 minThe Conquer Risk PodcastRandom Pod Volume 2In 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.Make sure you subscribe to never miss an update.Listen on AcastSubscribe i...2020-06-0319 minThe Conquer Risk PodcastThe AGC™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 communityTop questions advisors are seeking answers toProviding perspectives beyond the usual industry voicesWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way....2020-05-2617 minThe Conquer Risk PodcastMarket Cap Weighting: The Rich Get Richer?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.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 up...2020-05-1917 minThe Conquer Risk PodcastWhy We Use YChartsEvery 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 elsewhereThe ability to utilize Excel for further customizationHow workflows save time on repetitive tasksWe hope you enjoy and follow us on this journey! If you have any ideas, comments or sugge...2020-05-1210 minThe Conquer Risk PodcastWhat is a Bear Market?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? Hosted on Acast. See acast.com/privacy for more information.2020-05-0517 minThe Conquer Risk PodcastWorking with Your PartnerMany 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 idea...2020-04-2811 minThe Conquer Risk PodcastTop Content of Q1 2020As 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.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Google Play2020-04-2118 minThe Conquer Risk PodcastBuilding a Multiple Manager PlatformIn 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 architectureOur approach to creating the manager listOther services and benefitsWe 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...2020-04-1418 minThe Conquer Risk PodcastRandom Pod Volume 01This 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 ActSBA LoansHead-FakesWhat could be a New ParadigmWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google Play2020-04-0719 minThe Conquer Risk PodcastThe Essence of Risk ManagementRisk 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 ManagementThe math of Risk ManagementThe effectiveness of Risk ManagementWe 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 subsc...2020-03-3120 min
The Fuse ShowThe Fuse Show | Episode 9: Manish Khatta on client service while working remotelyThe Fuse Show | Episode 9: Manish Khatta on client service while working remotely
2020-03-2626 minThe Conquer Risk PodcastSocial Distancing Can Improve Your BusinessWhile 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 technologyBuilding trust with staffPutting your clients at easeWe 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 a...2020-03-2421 minThe Conquer Risk PodcastSMArtX TechnologyThere are a lot of unknowns in 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 80sHow...2020-03-1919 minThe Conquer Risk PodcastThe Black SwanIn 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? We hope you enjoy and follow...2020-03-1220 minThe Conquer Risk PodcastFinding Your VoiceIn 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 personaHow to build guardrails around how to portray said personaThe emotional impact of what you say and how you say itCommon pitfalls we’ve seen for AdvisorsWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way...2020-03-0323 minThe Conquer Risk PodcastThe Myth of Retiring AdvisorsThere 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?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 upda...2020-02-2520 minThe Conquer Risk PodcastWhen in Doubt, Zoom OutOur 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.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 Acast2020-02-1818 minThe Conquer Risk PodcastNational LINC & InsideETFs Conference Wrap 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, comm...2020-02-1117 minThe Conquer Risk PodcastWhen You Can't Hire a CMOWhen 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 upWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.2020-02-0414 minThe Conquer Risk PodcastHSA - the Fidelity ExperienceWe 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 experienceWe 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 PippaSubscribe...2020-01-2817 minThe Conquer Risk PodcastShare Class FiascoLooking 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.Make sure you subscribe to never m...2020-01-2121 minThe Conquer Risk PodcastHow to Create a Trading SystemAs 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.2020-01-1420 minThe Conquer Risk PodcastThe Making of an Investment PlatformIn 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 PodcastWe 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 PippaSubscribe in Apple PodcastsSubscribe in Google Pla...2020-01-0726 minThe Conquer Risk PodcastHow to Evaluate a ManagerThis 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 expectationsFirm structureCommunicationProgram designReturnsWe hope you enjoy and follow us on this j...2019-12-1720 minThe Conquer Risk PodcastGear UpIn our twenty-second episode, a follow up to the “Podcast Podcast,” we discuss best-practices for Advisors: Video and audio gearRecording and editing softwareWhat to avoidPost-production recommendationsWe 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 PippaSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/...2019-12-1030 minThe Conquer Risk PodcastWhy the Media is Not Your Client's FriendIn 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 contentClickbaitNon-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.Make sure you subscribe to never miss an update.Listen on PippaSubscribe in Apple PodcastsSubscribe in Google PlayLear...2019-12-0321 minThe Conquer Risk PodcastSchwab: The TakeoverIn 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 AdvisorsWe 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 PippaSubscribe in...2019-11-2616 minThe Conquer Risk PodcastDid the Brokerage Window Solve 403(b) Lawsuits?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 AdvisorsWe 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 PippaSubscribe in Apple PodcastsSubscribe in Google Play...2019-11-1919 minThe Conquer Risk PodcastHSA – The Next Untapped Market (Ep 18)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 RMDWe 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 PippaSubscribe in Apple Podcasts...2019-11-1221 minThe Conquer Risk PodcastThe Remote Workplace (Ep 17)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 perceptionWe 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 PippaSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Pot...2019-11-0525 minThe Conquer Risk PodcastThe Life (and Death?) of Mutual Funds (Ep 16)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.Make sure you subscribe to never miss an update...2019-10-2921 minThe Conquer Risk PodcastThe Podcast (Podcast) Ep 15In 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 yourselfWe 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...2019-10-2221 minThe Conquer Risk PodcastThe Race to Zero (Ep 14)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.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLearn more about Potom...2019-10-1520 minThe Conquer Risk PodcastAcquisition Opportunities (and Challenges) Ep 13In 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. Hosted on Acast. See acast.com/privacy for more information.2019-10-0818 minThe Conquer Risk PodcastPassive Investing - The Next Bubble? (Ep. 12)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.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog...2019-10-0121 minThe Conquer Risk PodcastA Look at Bear Market Funds (Ep 11)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.Make sure you subscribe to never miss an update.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://b...2019-09-2417 minThe Conquer Risk PodcastThe WealthStack 2019 Conference (Ep 10)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.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/2019-09-1619 minThe Conquer Risk PodcastLinkedIn for Financial Advisors and the Charlatans of Rate Chasing (Ep 9)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.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLea...2019-09-1024 minThe Conquer Risk PodcastFinancial Advisors Can Help 403(b) Participants! (Ep 8)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.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLearn more about...2019-08-3034 minThe Conquer Risk PodcastThe Inverted Yield Curve is Coming to Kill You! (Ep 7)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 informationWe hope you enjoy and follow us on this journey!Make sure you subscribe to never miss an update.Listen on PippaSubscribe in iTunesSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our...2019-08-1925 minThe Conquer Risk PodcastBenchmarks Are More Dangerous Than Trade Wars (Ep 6)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 PippaSubscribe in iTunesSubscribe in Google PlayLearn 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.2019-08-1224 minThe Conquer Risk PodcastLA Fitness and The Death of Integrations. (Ep 5)During this episode we discuss:· Advice delivered via a subscription model· The official death of FinTech integrations· Random useless informationWe 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.Subscribe in iTunesSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/2019-07-2622 minThe Conquer Risk PodcastWould You Loan Someone $10,000 for $8 Guaranteed? (Ep 4)During this episode we discuss:· Online banking and the chase for yield· Pay-to-play at investment custodians· Random useless informationWe hope you enjoy and follow us on this journey!Make sure you subscribe to never miss an update.Subscribe in iTunesSubscribe in Google Play 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.c...2019-07-1227 minThe Conquer Risk PodcastShould Financial Advisors Stop Telling Clients to Save for College? (Ep 3)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!Subscribe in iTunesSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit...2019-07-0526 minThe Conquer Risk PodcastThe Riskalyze Partnership and the Hogwash of Hypothetical Performance (Ep 2)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. Hosted on Acast. See acast.com/privacy for more information.2019-06-2624 minThe Conquer Risk PodcastWill the Platform Rule the Investing Future? (Ep 1)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...2019-06-2022 min