Conquer Risk Podcast

Potomac just wrapped its 2026 Remix conference, and the team has several updates to share on where the firm is headed.

In this quarterly update episode of the Conquer Risk Podcast, CMO Christopher Norton sits down with CEO Manish Khatta at the close of Remix to talk through what they discussed on stage and what's on the horizon.

Starting with the research team's work exploring a tactical hard asset strategy, then discussing a new tax management initiative that would pair a tactical risk overlay with direct indexing. Manish describes a new small-group consulting program for advisors, built around sharing how Potomac has approached its own marketing and operations.

They also cover the partnership with Jolt to co-host a marketing conference for advisors, and why Potomac decided to build an internal creative agency.

Its an honest look at how Potomac is thinking about its next chapter.

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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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Most firms build sales first and bolt on marketing later. Potomac did the opposite, and it took them from $140 million to $5 billion in assets. 

In this episode of the Conquer Risk Podcast, CMO Christopher Norton joins Dr. Daniel Crosby to flip the script and break down why Potomac started with brand, not sales, and built an entire growth strategy around it. 

Christopher explains why he invested almost exclusively in top-of-funnel brand building. How it can take years before you begin to see payoff, why that decision ran counter to how most firms in the industry operate, and why he believes marketing should never be treated as a sales support function. 

They also explore that while "authenticity" is the most overused and most fumbled word in marketing, advisors who lean into their personal passions build the strongest client relationships. This, plus the blunt truth about why most advisors quit content creation right when it's about to start working. 

No quick tips of hacks. Just the story of how one firm bet on brand first, sales second, and won. 

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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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What can a former CIA case officer, turned EOS expert, teach a growing business about trust, alignment, and getting people to reveal what they’re really thinking? A lot, apparently!   

In this episode of the Conquer Risk Podcast, CMO Christopher Norton and CEO Manish Khatta sit down with EOS Implementer and former CIA case officer Joseph Kim to discuss Potomac’s experience with the Entrepreneurial Operating System.  

They get into the growing pains that pushed Manish toward EOS, the early “follow the book exactly” phase, and the intellectual “food fights” that occasionally left the leadership team exhausted.  

Joseph explains how skills from his intelligence career now help leadership teams lower their defenses, speak honestly, and agree on what success actually looks like. No disguises, secret codes, or dramatic extractions required. 

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

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Disclosure: https://potomac.com/disclosures 

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Three months can change a lot.  

In this quarterly Conquer Risk update, Christopher Norton and Potomac CEO/CIO Manish Khatta sit down at Aventino to talk through what has actually moved since their last update.   

Potomac University is filling faster than expected, Remix is getting significantly bigger, and advisor interest in SDBAs is beginning to open doors across the industry.  

They also get into the less predictable parts of building a growing firm: refining the EOS process, putting new energy behind the Union TAMP, and preparing to launch a hedge fund that gives Potomac’s investment team more room to operate outside the constraints of traditional products.  

It’s a conversation about momentum, changing course when the opportunity demands it, and what happens when ideas that once seemed secondary suddenly move to the center of the business 

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

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Disclosure: https://potomac.com/disclosures 

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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/ 

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Disclosure: https://potomac.com/disclosures 

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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/ 

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Disclosure: https://potomac.com/disclosures 

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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/

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Disclosure: https://potomac.com/disclosures

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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/ 

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Disclosure: https://potomac.com/disclosures 

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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 

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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.  

Make sure you subscribe to never miss an update. 

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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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