Conquer Risk Podcast

While everyone is talking about Social Distancing these days, we wanted to take a different approach. This time demands we take certain steps, but rather than focus on the disruption there is an opportunity to embrace it as a chance to evolve (and grow!) your business:

• Improve your use of technology
• Building trust with staff
• Putting your clients at ease

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.

There are a lot of unknowns in this turbulent market, but one item that IS known – is the importance of the tools that enable us to accomplish the important work we do for our clients. In good times. And in bad.

In this episode of the Conquer Risk podcast we sit down with SMArtX CEO Evan Rapoport to discuss how their technology is evolving the industry, the reasons Potomac wanted to be part of it, the headaches they caused us, and more including:

• How SMArtX evolved tech that hasn't changed since the 80s
• How they lead with execution
• What it 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 the midst of all the noise about the markets and the virus, one term is getting thrown around a lot: Black Swan Events. So, what’s that? Is it COVID-19? Corona Virus? Ebola? A Terrorist attack? 

On this week’s Conquer Risk podcast we set aside the hype to provide some clarity:

• What IS a Black Swan event?
• What affects can be correlated to these pandemic scares?
• What should the affects be on advisors and clients, based on context and investment styles? 

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 our recommendations to Advisors on how best market themselves, we’ve talked a lot about voice. This week, we have special guest Johnny Sandquist of Three Crowns Marketing & Copywriting to discuss not only the importance of finding your voice, but how to cultivate it.

• Identifying your true-to-yourself persona
• How to build guardrails around how to portray said persona
• The emotional impact of what you say and how you say it
• Common pitfalls we’ve seen 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/

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

There was a great deal of chatter this weeks from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument: 

• The Data from Cerulli Associates

• Merger & Acquisition: Sole-Practitioner VS Multi-Advisor

• What about Junior 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.

Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast:

• Why are people so passionate about Calendar Year Returns?
• What we mean by "Zoom Out."
• Other points of due diligence.

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.

Potomac went back-to-back at these events in Florida. As we kick off 2020 conferences, we dedicate this episode of the Conquer Risk podcast to discussing who we found at these events and what we learned, including:

• Did TDA address the merger?

• Navigating a large event.

• Our experience on a panel, and how that came about.

• The good, the bad, the ugly, and the awesome.

• Who should attend next year (and would we)?

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 Pippa

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.

When it comes to marketing, most Advisors could benefit from the perspective of a Chief Marketing Officer. But how often is that in the budget? In this episode we discuss the top five ways to replicate the CMO experience without necessitating a big spend:

• Creating content

• Finding the right software

• Getting involved in Social Media

• How to stand out

• Avoiding the biggest hang up

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 Pippa

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 have received a number of questions since the launch of our season one podcast episode, “HSA  – The Next Untapped Market.” Specifically, the Fidelity experience and their new HSA program. Voila, HSA part two:

• Why is this topic important?

• The advantage of the Fidelity solution

• The transfer 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 Pippa

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.

Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all.

• Why is the share class concept important to us as an RIA?

• Why are there so many?

• Top 4 Share Classes for Reps and Advisors

• What’s the future look like from our perspective?

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 Pippa

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.