In our twentieth episode we discuss Schwab’s takeover of TD Ameritrade, it’s impact on the industry, and what it means for Advisors:

·      How The Race To Zero made this possible

·      Technology and innovation

·      What “scale” means for staff and support

·      How this may play out for small 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

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

In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made:

·       Top reasons for the lawsuits

·       Why the lawsuits hit a wall in 2019

·       Impact of the Brokerage Window

·       Benefits of BrokerageLink 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.

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Subscribe in Apple Podcasts

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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.

In our eighteenth episode we discuss an Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity:

·       The contributions are nearly half of 401(k) levels

·       Earnings can be tax free

·       There is no “use it or lose it” provision

·       No RMD

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

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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.

In our seventeenth episode we discuss the opportunities (and challenges) of a remote workplace:

·       Potomac’s experience with working remote

·       Does it work? Do people work? Are they productive?

·       The role technology plays

·       Client perception

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.

In our sixteenth episode we discuss whether Mutual Funds are dying a slow death:

·       Our perspective as a money manager using Mutual Funds for over 30 years

·       Why they were created and what lead to their rise

·       How ETFs have disrupted the industry, and their Pros & Cons

·       Is the end near for Mutual Funds or will their place evolve?

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.

In our fifteenth episode we answer questions about the genesis of the Conquer Risk podcast, and what we’ve learned since launch:

·      Why we chose to do a podcast, and the benefits of the medium

·      Roadblocks we’ve encountered, and how they were overcome

·      Why we record audio AND video

·      Our views on ROI

·      How to get started yourself

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.

In our fourteenth episode we discuss zero trade costs:

·      What’s behind the free trade concept?

·      Is this corporate generosity? Or is it made up elsewhere?

·      What new opportunities become available to advisors and their clients?

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 iTunes

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 thirteenth episode we sit down with guest Alex Chalekian to discuss:

• Alex and Lake Avenue Financial’s big announcement with Integrated Partners.
• Alex’s experience gained through previous advisor acquisitions.
• What opportunities and challenges can be hidden in the acquisition process.
• Acquisition resources for Advisors.

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

In our twelfth episode we discuss:

·     Does popularity drive bubbles?

·     Is passive investingcreatinga bubble?

·     What could the future look like with passive and active investing?

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 iTunes

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.

During this episode we discuss:

• What Is a Bear Market Fund?
• Who uses them and why?
• How can this help grow your business?

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 iTunes

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.