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.

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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 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.

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

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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.

Over the past two years, Potomac has nearly tripled in size (in both staff and AUM/AUA). In this quarterly podcast, our Leadership Team aka the OGs of their departments, provide updates on what is next for the business: in

• 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.

In our third outing on the Drinks Well podcast our Operations team breaks down their typical work day. We discuss the creation of intentional overlap as we provide service across the country, and where there is separation of roles. 

So grab your favorite drink and join us!

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.

Our first episode of autumn has arrived. Grab a cup of tea (or a hot toddy) and join us as we rank what’s overrated and what’s underrated:

• AssetMark widens offensive on Envestnet by creating SMA mini-market 
• Annual "call for article submissions" as publications produce their Market Outlook
• Franklin Templeton to buy O'Shaughnessy Asset Management
• FiComm Partners Launches New AmpliFi Offering for Financial Advisors 
• Fidelity opens adviser access to fractional shares

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.

This summer we crossed two important milestones within about a week of each other: $500M AUM/AUA and 100 episodes of the Conquer Risk Podcast. Coincidence? 

We explore:

·       Why we started a podcast

·       Roadblocks

·       Initial Success

·       Series Evolution

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.

We’ve had great fun dunking on each other in this podcast, but today we’re taking it to a new level. Our producers invited the spouses/partners of our leadership team onto the Potomac Couch. What follows is… memorable.

We hope you enjoy and follow us on this ridiculous journey! If you have any ideas, comments, or suggestion, shoot your shot.

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.