Conquer Risk Podcast

There is a vast community of Financial Advisors on social media. While it can be a fun way to stay connected, is there any real value in it? Our Director of Marketing, Christopher Norton, sits down for a series of one-on-one conversations to explore this topic from multiple perspectives:

• Zach McDonald
• President and Chief Marketing Officer at Three Crowns
• Courtney McQuade
• Communications Manager at Integrated Partners 
• Social Media Strategist at Citywire
• Liv Gagnon
• Founder and Brand Strategist at Portaga Creative
• Michael Policar
• Fiduciary Wealth Manager at Hightower Bellevue
• Host of the 15 Minute Advisor Podcast
• Lauren Owens
• Personal Chef

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.

Market chaos often creates strange bubbles and 2020 continues to be a year like no other. In this episode of the Conquer Risk podcast, we explore what’s going on with:

• Day Trading (the good, the bad, and the ugly)
• Diversification (what happens when it does not work?)
• The Coin Shortage (is it real?)

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.

The world is a vastly different place that it was five years ago, and with it – people’s expectations. The bar for a great client experience has risen, has your firm risen with it? 

In this episode of the Conquer Risk podcast, we explore the key elements to success:

• Communication
• Account Opening
• Client Portals

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.

As we enter the third quarter of a year now being used as a verb, we look at the top content advisors have gravitated to in the second 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

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.

Companies spend (tens of) thousands of dollars to launch new products. But what if you are a financial advisor and want to launch a new product of your own? Whether it is a new investment strategy, financial planning tool, or service, HOW can you conduct a product launch with limited resources? 

Our Director of Marketing, Christopher Norton, walks us through building a successful roadmap without a big spend: 

1. Building Buzz
2. Create Assets
3. Campaign Planning
4. Launch

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.

The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk podcast we break down the key steps to consider before taking the leap, including:

·       Back-Office

·       Compliance

·       Investments

·       Client Experience 

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.

In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. In our Season Three Premier, we discuss how we built Union to create a better experience point-by-point:

·       Investment Management

·       Integrated Technology

·       Back Office Administration

·       Client Portal

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.

The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor's frustrations for years, and we’ve built this solution with one principle in mind: your business matters.

• Commitment to (quality) service
• All-in-one platform from prospect to client
• Financial planning + aggregation reported alongside investments
• Custom OCIO functionality

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.

Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world:

• Prospecting becomes easier when you know your options
• Creating a great client experience (can) become much simpler
• What to look for in a good TAMP solution

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.

In this episode of the Conquer Risk podcast we welcome special guest Nina O’Neal of Archer Investment Management. Nina is the founder of the Female Advisor Network. In this episode she shares her story of how she brought the organization to life and the fantastic work they are doing in the industry:

• What inspired Nina to found the network
• The goals of the organization
• Resources available to members

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/

Hosted on Acast. See acast.com/privacy for more information.