Conquer Risk Podcast

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 may be the middle of summer break, but the news isn’t slowing down. Grab your (iced) tea and join us as we rank what’s overrated and what’s underrated:

·      Nautical Branding

·      Principal Financial Group Axes RobustWealth for Advisors

·      Betterment Bundle

·      Investopedia Top 100 Financial Advisors

·      JP Morgan Acquires OpenInvest

·      Robinhood Pays Up

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.

While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss).

As we enter Q3, The Potomac Leadership Team sits down to discuss major milestones past and future, and how did what we did:

·       Crossing an AUM threshold

·       Staff evolution

·       Ops expansion

·       Content engagement

·       What’s to come

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 we’re led by President Manish Khatta, along with Director of Operations Kaitlyn Humphries and Portfolio Manager Dan Russo! 

After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say 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.

Roughly a year ago, Potomac had two people in Operations. Today we have five. Adding staff to your Operations team is about more than just extra help, it’s about evolving how your team functions. In this inaugural episode we break down what we’ve done in the past twelve months, and how we did it.

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

·      Finding Talent

·      Training in a Remote Environment

·      Keeping People Engaged

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/

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.

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.

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.

From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. 

So, we decided to commit an episode of the podcast to breaking down what tools and resources we use across Potomac:

• Executive Systems
• Education and Marketing
• Portfolio Management Software
• Operations

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 second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as werank what’s overrated and what’s underrated:

·      Merrily Lynch Ends Cold Calling

·      Vise Announces Series C Funding

·      Altruist Raises $50M from the likes of Vanguard

·      Snappy Kraken launches Jolt Marketing Conference for Advisors

·      An Asset Manager Made a Cereal

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.