Conquer Risk Podcast

As big believers in process and systems, our second episode of season two is dedicated to why every Advisor needs a trading system!

• Self-awareness – What are the goals?

• Temperament – Deciding what to trade.

• Style – Time commitment.

• Adherence – Sticking with it in all markets.

• Allocation – Position sizing (and how many).

• Technology – Finding the right level of sophistication.

• The Holy Grail – Combining uncorrelated indicators.

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

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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 season two debut, we begin a series on the next evolution of our business:

• What lead us here

• Why now

• Our thought process

• What comes next

• Sharing the journey on the Podcast

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.

This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in S3E9, “How to Find a Manager” which serves as a prequel to this.

Our season one finale features a recurring conversation we’ve been having recently with Advisors, how to construct a portfolio of managers. We discuss:

• Meeting expectations
• Firm structure
• Communication
• Program design
• Returns

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 twenty-second episode, a follow up to the “Podcast Podcast,” we discuss best-practices for Advisors:

• Video and audio gear
• Recording and editing software
• What to avoid
• Post-production recommendations

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 twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor's clients:

• Does the media exist to report the news or generate clicks?
• Misleading content
• Clickbait
• Non-advisor advice 

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 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.

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 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.

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 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

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 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.