Conquer Risk Podcast

We’re back with Potomac Couch! 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.

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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 often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately.  Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience. Join our CIO Manish Khatta as he shares:

• What we’ve used
• Why we jump around
• How we built our ideal solution

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.

On Monday May 24th, Potomac launched Bull Bear cereal. Not your everyday brand awareness project for an investment strategist, we discuss:

• Why we did it
• How we did it
• Success and failures

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’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?

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.

So, 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 the marketing 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.

It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We've taken a different approach. Here is why, how, and the results from this journey.

• Investment Process
• Value Add Education
• Operations
• Business Planning

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, and boy has it been a messy week. Grab your tea and join us as we rank what’s overrated andwhat’s underrated:

• Riskalyze goes off on Hidden Levers
• Axos scoops up E*TRADE’s RIA Custody Business
• Berkshire Boys on Bitcoin
• InvestCloud acquires Advicent / NaviPlan
• Will the Independent Contractor Rule threaten the Advisor BD Model?

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.

There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs.

• Backstory
• How this can be done
• Potential roadblocks

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.

Today we’re proud to introduction a new show from Research by Potomac and the Conquer Risk podcast. Most analysts will take 45 minutes to make the same point nine times, but not us. 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?

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.

Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models.

If you saw the press release this morning, you know that Potomac has seen 917% yoy growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how:

• What exactly is Envestnet?
• Why has Envestnet been successful?
• How does Potomac work with Envestnet?

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.