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 

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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 

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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 

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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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