Conquer Risk Podcast

In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including:

• The S&P 500 crossing it’s 200 day moving average, does it matter?
• Tech companies are embracing WFH, who’s next?
• Is video the long-sought solution to your inbox?

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.

Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much needed resource to advisors, including:

• The value in its collaborative online community
• Top questions advisors are seeking answers to
• Providing perspectives beyond the usual industry voices

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.

Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 faring much better? We break down what’s behind this big question on the Conquer Risk podcast:

• What is Market Cap Indexing?
• What’s the story with the S&P 500?
• We say it a lot, but know what you own.

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.

Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit from:

• What we found with YCharts that we weren’t getting elsewhere
• The ability to utilize Excel for further customization
• How workflows save time on repetitive tasks

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.

There are many definitions floating around of what constitutes a bear (or a bull) market. So, how do you know if you’re actually in one? In this episode of the Conquer Risk podcast we discuss:

• What specifically made us stop and think about this.
• What is Potomac’s definition?
• Does it even matter?

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

Many advisory practices and small businesses consider the pros and cons of their spouse as a staff member. But just as many, are afraid to take the leap. Today we sit down with Lake Avenue Financial VP of Operations Rosa Chalekian, to discuss the success, challenges, and balancing act of working with your partner:

• Can you leave work at work?
• What do you do when you’re having a bad day?
• Do the pros outweigh the cons?

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 second quarter of 2020 in unprecedented times, we look at the top content advisors have gravitated to in the first 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.

In a follow up to our Season Two premiere, we continue our series on “The Making of an Investment Platform.”  It is an exciting experience to share this in-process, and we’re excite to provide several key updates in this episode including:

• Platform architecture
• Our approach to creating the manager list
• Other services and benefits

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.

This episode of the Conquer Risk podcast takes on a slightly different form, as we discuss multiple topics currently in the news and the potential impact on Advisors:

• Cares Act
• SBA Loans
• Head-Fakes
• What could be a New Paradigm

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.

Risk Management is a term that gets thrown around a lot these days, but at Potomac – it’s more than a marketing term. It’s who we are. In this episode of the Conquer Risk podcast, we discuss what this means, the math behind it, and statistics that support its effectiveness: 

• The definition of Risk Management
• The math of Risk Management
• The effectiveness of Risk Management

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.