Conquer Risk Podcast

During this episode we discuss:

·     Advice delivered via a subscription model

·     The official death of FinTech integrations

·     Random useless information

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.

Subscribe in iTunes

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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.

During this episode we discuss:

·     Online banking and the chase for yield

·     Pay-to-play at investment custodians

·     Random useless information

We hope you enjoy and follow us on this journey!

Make sure you subscribe to never miss an update.

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:

·     The search to find the best 529 plan for financial advisors.

·     Is saving for college even worth it anymore?

·     The student loan dilemma.

·     Random useless information.

We hope you enjoy and follow us on this journey!

Make sure you subscribe to never miss an update!

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:

• Our recent partnership with Riskalyze and our addition to their Model Marketplace.
• Our recent attendance at the Riskalyze Bootcamp to learn more about the software.
• The utter nonsense of hypothetical performance track records that many investment mangers still report!
• Random useless information.

We hope you enjoy and follow us on this journey. If you have any ideas, comments or suggestions please fire them our way.

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

Welcome to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible. Voice is the future and the future is voice!

The podcast will be with Manish Khatta and Jeff Goodnow, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm.

Many folks think long and hard to figure out what kind of content to release but we feel that the best content is just a matter of documenting your business journey. We will discuss everyday tasks like researching new technology, investment strategy R&D and the occasional rant. There is value in talking about the day to day tribulations of the fellow financial advisor. 

If you have any ideas, comments or suggestions please fire them our way. However, if you know either Manish or Jeff there won’t be a lack of things to “talk” about.

During this episode we discuss:

·     Our recent attendance at the Envestnet Summit in Austin, TX including our take on the current state of the UMA platform.

·     Our recent blog post on the usefulness of the 200 day moving average.

·     Random useless information.

We hope you enjoy and follow us on this journey!

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