From time to time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work:

• Firm Structure
• Communications
• Program Design
• Philosophy
• Platform Availability 

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

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The abrupt closer of Oranj left a number of Advisors scrambling. While a challenging situation, we discuss how this should serve as a larger wakeup call for the industry:

• What went wrong with Oranj
• What this means for the future of Fintech
• What Advisors should be focused on

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

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Seasonality trading is a term that gets thrown around a lot, but what exactly is it? And can you (or should you) build a trading system around it? We look at specific examples:

• Individual Holidays
• Month/Quarter End
• Presidential Seasonality

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

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We’ve debated whether social media is a good use of time, but however you’re engaged you must be compliant. You also want to be timely, collaborative, and hopefully effective. Our guest today, Ben Pankonin of Social Assurance, has built a technology for the financial industry that seeks to solve each of these needs:

• What is Social Assurance?
• How does focusing on community help a national tech company?
• How do they handle data security?
• How do they help individual Advisors?

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

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Sometimes our life experiences throw us a topic and we just have to talk about it. From individual users to small businesses, it seems like pricing never seems to favor the little guy: 

• Software subscriptions
• Booking fees and tipping
• Hidden charges
• Help your clients be more “moneywise”

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

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One opportunity we don’t hear talked about enough, is learning from people outside the industry. What can advisors pick up from other small business owners? What success can they replicate with their own clients and prospects?

Our guest this week, Brett Clarke, an Orion Portfolio Solutions alum, shares what he’s learned as a small business owner since leaving the industry:

• How the Financial Advisor / Home Builder prospects are similar
• How you think about your business (as a small business) can change how you market
• What can make your business stand out in a sea of competitors
• Changes you can make right now

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

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We speak with advisors every day, and much like the conversations they have with their clients, elections and presidential events always work their way into the discussion.

In this special episode of the Conquer Risk podcast, we discuss the top word that comes to mind: worry. This is not a political show, we’re here to discuss if these events really effect the market:

• Presidential Elections
• Congressional Elections
• US and World events
• Other factors

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

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From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors. We’ve all used transcription services before, and most of them are garbage. Our guest today, Corey Westphal of Mobile Assistant, claims to not only have a solution for this, but several others for advisors:

• What is Mobile Assistant?
• How are they improving workflows for Advisors?
• Where do they help Advisors in the evolving regulatory landscape?
• How do they handle data security?

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

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While a plethora of systems exist for selecting indicators, we frequently field questions from advisors about our process. In this episode, we discuss how Potomac chooses and uses various indicators, as well as how we combine them: 

• What precisely is an indicator?
• How are they combined and for what purpose(s)?
• How has it changed over the years?

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.

As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year:

·       What was expected

·       What surprised us

·       What this means for 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

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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.