We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly <a href="https://potomacfund.com/industry-gossip-e4/" rel="noopener noreferrer" target="_blank">been in the news</a> 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:<ul><li>What we’ve used</li><li>Why we jump around</li><li>How we built our ideal solution</li></ul>Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a> Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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 usedWhy we jump aroundHow we built our ideal solutionMake 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.

We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly&nbsp;<a href="https://potomacfund.com/industry-gossip-e4/" rel="noopener noreferrer">been in the news</a>&nbsp;a lot lately.&nbsp;&nbsp;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:<ul><li>What we’ve used</li><li>Why we jump around</li><li>How we built our ideal solution</li></ul>Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer">Subscribe in Apple Podcasts</a> 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 <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Choosing a Risk Score and Proposal System

Potomac Studios'&nbsp;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. Enjoy the show? Please rate and review.&nbsp; 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&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer" target="_blank">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer" target="_blank">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer" target="_blank">https://potomac.com/disclosures/</a><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Potomac Studios' 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. Enjoy the show? Please rate and review.  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  "What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel: https://www.youtube.com/@potomacstudios Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information.

Potomac Studios'&nbsp;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. Enjoy the show? Please rate and review.&nbsp; 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&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer">https://potomac.com/disclosures/</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Choosing a Risk Score and Proposal System

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