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.

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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

Hosted on Acast. See acast.com/privacy for more 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

Subscribe in Apple Podcasts

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

Hosted on Acast. See acast.com/privacy for more 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

Hosted on Acast. See acast.com/privacy for more information.

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

Hosted on Acast. See acast.com/privacy for more 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

Hosted on Acast. See acast.com/privacy for more 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

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.

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

Hosted on Acast. See acast.com/privacy for more 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

Hosted on Acast. See acast.com/privacy for more 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.

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.

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.

Make sure you subscribe to never miss an update.

Listen on Acast

Subscribe in Apple Podcasts

Subscribe in Spotify Podcasts

Subscribe in Google Podcasts

Hosted on Acast. See acast.com/privacy for more information.