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The AE Team gets together in Denver to address common misconceptions when evaluating managers, having a process like Firm CPR (Firm Structure, Communication, Program Design, and Returns) to do so, and how fun it was meeting the whole company on our retreat.
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
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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.
From building tech to hiring four wholesalers (yes, we know...) and a project manager, this next quarter looks to be a busy one. Join the leadership team as they discuss all that we’ve accomplished in Q2, and what each department has planned for the quarter ahead.
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
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.
Bud Light in hand, the Operations Team returns for their first in-person podcast to discuss personalized customer service and what sets us apart from the rest of the industry.
So, grab your favorite drink and pull up a chair!
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
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.
Grab a copy of the Potomac Cocktail Guide, and lift a glass with us : https://potomacfund.com/strategies/bull-bear-20/
The Marketing Team gets together to discuss our newest eyes-on-brand campaign in celebration of Bull Bear’s 20th anniversary, Bull Bear Bourbon, and the last-minute audible called by Christopher to create a Potomac Cocktail Guide.
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
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Subscribe in Spotify Podcasts
Subscribe in Google Podcasts
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 third episode of our Proust Questionnaire, we’re joined by The Rethink Groups Performance, Strategy, and Decision Advisor, Denise Shull. (Aka the inspiration for Wendy from HBO’s Billions).
Tune in as we explore seven questions nobody else in the industry thinks to ask.
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
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.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· S&P 500 Volatility Breakouts
· Getting Closer to Capitulation
· Commodities (DBC) Relative to 60/40 (AOR)
· Commodities at Support
· Oil & Gas E&P (XOP)
· Risk Management > Narrative
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
In episode six of Education Station, the Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews to stop, assess, and ensure things are running smoothly.
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
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.
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
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.
Ops is back with new drinks and another episode of the most original operations podcast on the internet.
Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.
So, grab your favorite drink and pull up a chair!
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
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.
Research by Potomac: https://potomacfund.com/research/
Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with the six most exciting minutes in stock market technical analysis!
The clock is ticking, and we’ve got some big charts coming your way, including:
· Emerging Markets Min Vol (EEMV) Relative to Emerging Markets (EEM)
· High Yield Total Return Index
· Small Cap High Beta Relative to Large Cap High Beta
· Small Caps / Large Caps
· Chile (ECH)
· Dollar / Yen
So, who charted?
This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://potomacfund.com/blog
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
From the publisher's feed
Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market…
Enjoy the show? Please rate and review.
Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment
"What a bunch of unprofessional nonsense." – X Comment
Check out our YouTube channel: https://www.youtube.com/@potomacstudios
Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures/
Hosted on Acast. See acast.com/privacy for more information.

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