Conquer Risk Podcast

Our last episode of the summer is upon us. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:

·      Capital Group Launches New ETFs Without American Funds Name

·      2021 RIA Event Comeback Collapses

·      Live Webinars vs. on-Demand Video

·      Riskalyze Sells Majority Interest to Private Equity Firm Hg Capital

·      Redtail, Snappy Kraken Announce Text Messaging Apps

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

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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.

Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book club we read, “Creative Confidence” from the founders of IDEO. We share:

·       What we liked and what we didn’t

·       Our favorite stories

·       What we learned

·       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.

Timestamps:

00:14 - Book Club Intro

00:52 - The Art of Innovation & Creative Confidence

01:55 - Group thoughts 

05:08 - Chase - Bring yourself to work 

06:01 - Christopher - MRI story 

08:11 - Jeff - Happy Accidents

11:03 - Jen - Failure sucks but instructs 

12:48 - Kaitlyn - Fear chapter

15:01 - Martina - Bathroom chalkboard 

16:31 - Jordan - Groth Mindset 

19:11 - Disclosure  

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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.

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.

As your grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how the team is working to improve.

So grab your favorite drink and join us as we discuss:

·      What’s gone well

·      What could be better

·      How to be more transparent

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.

Financial planning has changed. The goal for advisors in today’s world is to facilitate dynamic, ongoing planning conversations that can shift as quickly as life does.

In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. They review:

·       Capabilities

·       Client View

·       Mobile App

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.

It’s almost back to school, but we’re not done with summer news. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:

·      AssetMark Closes on the Acquisition of Voyant (globenewswire.com)

·      Schwab Taking $200 Million Charge for SEC Robo-Adviser Probe | Wealth Management

·      Dynasty Hires Digital and Tech Leads, Including Former Envestnet Exec | Wealth Management

·      Carson Group Valued at $1B With New Bain Capital Investment | ThinkAdvisor

·      Almost Famous: Investors Don’t Care About Advisor Media Appearances | RIAIntel

·      Potomac, a leading TAMP and investment strategist postpones its 2021 Advisor conference.

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 Potomac Couch, and this time Director of Marketing Christopher Norton returns, along with Director of Client Experience Jennifer Burton and Operations Associate Chelsea Newcomb!

After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide (what we call) feedback. We picked four clips at random and let members of our team react.

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. 

This episode, it’s a US Large Cap story. 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 Bull Bear Cereal has been a smash, but our brand refresh and new website launch fell flat. In this episode of Build in Public, we discuss how we f/**ed up:

• What we did wrong
• The cost of the mistake
• How we’ll do it differently next time

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.