Conquer Risk Podcast

We recently launched Research by Potomac, which has left people wondering what we’re up too. Is it a hobby? A well branded daily journal? No, we are building nothing short of an elite institutional research arm for Potomac.

Later this year we will be hiring more CMTs and programmers as we build this juggernaut, which will feature:

• Daily written research
• Indicator video 
• Monthly chart show
• More to come

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.

Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including: 

• Making customer services the responsibility of the entire company
• The power of great company culture
• 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 believe the days of bland opinionless commentary should be put firmly behind us. You can only add value when you actually lend perspective. Our special guest this week, JC Parets, CMT, shares how he delivers on this shared belief a Chief Market Strategist at All Star Charts.

• Why they take a tactical-only approach
• Introducing tactical to a passive investor
• Market theory
• More

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! More news, more gossip. What’s overrated? What’s underrated? We rank:

·      Rithotlz crosses $2B

·      Google cancels remote work

·      WTF is happening with Seed Money?

·      Tiffin Group buys Totum Risk

·      Morningstar ranks SMAs

·      Foreside launches RevBuilder360

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.

After the hilarity of our April Fool’s “NFT Launch” and our episode about the campaign on Build In Public, one question has remained for many advisors: WTF is an NFT anyway?

Marketing Associate Martina Beda joins Jeff Goodnow to solve this riddle in 10 questions:

1. WTF is an NFT by definition?
2. WTF does “fungible” mean?
3. Are NFTs the same as cryptocurrency?
4. How are these used AND WHY?
5. Who is the primary audience?
6. How do you buy or sell?
7. What NFTs have Martina acquired?
8. How are NFTs being used as a vehicle to drive the purchase of non-digital items?
9. Why do creators love the concept?
10. Why do collectors love the concept?

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.

At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available on platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with Ethan Powell to discuss their work:

• Firm Structure
• Portfolio Design
• Philosophy
• Communication

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.

On April 1st, 2021 (the day before this was published) we launched a one-day, over-the-top, and completely fake campaign for Potomac NFTs. In this episode of Build in Public, our marketing team breaks down their April Fools’ meme:

• HOW we built it
• WHY we built it
• Initial results

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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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.

As enter the second quarter of the year, we bring together the Potomac leadership team to talk through the incredible start to 2021. From the phenomenal growth of this podcast, to the evolution of Potomac’s business, we break down:

• Building in Public
• Operational Advancements
• Marketing Engagement
• New Managers
• New Hires
• What’s Next

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 three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses.

What does that mean? It’s called “Business Intelligence.” This week we break it down for you and discuss:

• Business growth/decline data
• Measuring asset growth
• AUM analytics
• Demographics
• Revenue evaluation 

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! More news, more gossip. What’s overrated? What’s underrated? We rank:

·      Apex goes public

·      YCharts adds SMA data

·      Orion buys Hidden Levers

·      Riskalyze launches Build My Tech Stack

·      Walmart roll out FinTech

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.