Conquer Risk Podcast

The Ops Team is back with another episode of Drinks Well with Operations! This time, we discuss the pain points we’re dealing with on a daily basis. 

From convincing clients to go fully electronic, to misinformation from custodians, we share frustrations that are undoubtedly affecting others across the industry.

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.

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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 Education Team returns to Education Station to discuss an important topic they recently wrote about in our blog, Why Advisors Need an OCIO. Come aboard as we discuss the value an Outsourced Chief Investment Officer can provide for Advisors and their business: 

·      How OCIO services have evolved

·      Why Advisors should us an OCIO

·      The emergence of platform OCIO

·      More

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Blog Post: https://potomacfund.com/why-advisors-need-an-ocio/

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Listen on Acast

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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.

A lot has happened since our last episode of Industry Gossip! So, grab a cup of tea and join us as we rank what’s overrated and what’s underrated:

• Riskalyze’s new tool to search securities: Discovery
• New Pershing X Business Unit Launches: Tech Roundup
• Docupace acquires PreciseFP
• Orion acquires BasisCode Compliance
• Morningstar downloads SMArtX
• Drew Wells’s Who Charted? debut reaches record viewership

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.

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 Markets

So, who charted?

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.

In 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 advisors

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 past month has been nothing short of juicy. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated:

·      Industry execs announce groundbreaking “Future Proof” wealth festival

·      Envestnet-backed Medicare startup Healthpilot launches

·      Schwab mandates substantial E&O insurance for 13,000+ RIA clients

·      Vanguard and American Funds double down on partnership

·      Potomac Fund Management leads with transparency

·      Squid Game cryptocurrency scams investors out of $2.1 million dollars.

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.

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 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’ve been on the record multiple times stating that virtual conferences suck. The challenge is, what do you do instead?

We explore:

·       Not sucking

·       Making it easy

·       Building a better 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 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.

The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database designed to save time, increase engagement, and improve oversight. We discuss how this community will better serve advisors, including:

• Single source of strategist content
• OCIO recommendations
• Customizable web/mobile notifications
• More

Press Release: https://www.businesswire.com/news/home/20211026005326/en/Potomac-Fund-Management-Unveils-New-Virtual-Community

Insight Demo: https://potomacfund.com/insight/

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.

In our newly rebranded (Pop) Culture Club, we read “Blend Out” the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sophia. We share:

·       Our favorite stories

·       What stood out

·       Value for Financial 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 Acast

Subscribe in Apple Podcasts

Subscribe 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.com/privacy for more information.