Conquer Risk Podcast

Industry gossip is back and bougie as f/**. Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.

·     Orion Acquires TownSquare Capital

·     On Ramp Announces Series A Funding

·     Morningstar Buys a $30 Million Stake in SMartX

·     TIFIN Raised $109 Million at Unicorn-Like Valuation

·     Wealth Managers Are Losing the Competition for Tech Talent

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.

In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke, to discuss the company's rise, best in breed versus all in one, navigating integrations, and so much more.

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.

In our first episode of Say It With Your Chest, Manish is joined by Founding Partner at Streetcred Communications, Jason Lahita, and Wealth Manager at Cetera Investments, Jeffrey Gelormini, for a candid conversation on branding, public relations, content creation, and more.

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.

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:

·     SPX Correlations

·     S&P Small Cap 600

·     Copper Miners Relative to S&P 500

·     Small Caps / Large Caps

·     Dividend Growth

·     International vs. U.S.

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.

Blog: https://potomacfund.com/advisors-connecting-through-client-events/

The Education Team is back at Education Station to discuss the events we have on the books for 2022, and the importance of hosting your own client events.

·     Our first in-person team event since nearly tripling our staff

·     Our Pittsburgh advisor conference in September

·     The value of engaging, in-person client events

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.

For a 30-day no commitment free trial, visit us here: https://research.potomacfund.com/checkout/rbp

In this episode, we take a deep dive into our technical analysis product, Research by Potomac, and share how it can add value to your financial advisory practice.

·     The importance of research from people who actually manage money

·     Differentiating yourself from “cookie-cutter” portfolios

·     Generating engaging conversations with clients

·     Why we’re giving our advisors free access to the product

Learn more about Research by Potomac at www.potomacfund.com/research

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 their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and our recent decision to go all-in on TikTok.

In the thirteenth episode of Build in Public, we explore:

·     First impressions of Potomac and the industry

·     Our decision to make a company TikTok account

·     Growing an audience before the rest of the industry catches on

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 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.

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:

·     Quality (QUAL) relative to Microcaps (IWC)

·     S&P 500 and ATRs

·     Value (IWD)

·     iShares Core U.S. Aggregate Bond ETF (AGG)

·     Growth (IWF)

·     CCC or below OIS

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.

Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las Vegas!

·     Snappy Kraken Acquires Advisor Websites

·     Can you Invest in Bitcoin in a 401(k)? Fidelity Plans to Allow Crypto in Plans

·     Orion to Buy Retail

·     Vanguard and American Express launch advice service for cardholders

·     Jolt! Marketing Conference Kickoff

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.

After a seven-week hiatus, the Ops Team is back with the most original operations podcast on the internet.

In this episode, we discuss the financial planning tools inside our investor portal, how advisors are responding to them, and more.

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.