There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss in February’s Hot Takes, along with:<ul><li>Buying Clients</li><li>Why we were wrong about Cetera</li></ul>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. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer" target="_blank">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a><a href="https://play.google.com/music/listen#/sulp" rel="noopener noreferrer" target="_blank">Subscribe in Google Play</a> Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss in February’s Hot Takes, along with:Buying ClientsWhy we were wrong about CeteraWe 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 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.

There is a new opportunity for financial advisors:&nbsp;Donor Advised Funds. What are they? How do they work? Who can use them? We discuss in February’s Hot Takes, along&nbsp;with:<ul><li>Buying Clients</li><li>Why we were wrong about Cetera</li></ul>We hope you enjoy and follow us on this journey!&nbsp;If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update. <a href="https://shows.acast.com/the-conquer-risk-podcast" rel="noopener noreferrer">Listen on Acast</a><a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer">Subscribe in Apple Podcasts</a><a href="https://play.google.com/music/listen#/sulp" rel="noopener noreferrer">Subscribe in Google Play</a> 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 <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

February Hot Takes

Potomac Studios'&nbsp;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 trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; 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&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer" target="_blank">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer" target="_blank">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer" target="_blank">https://potomac.com/disclosures/</a><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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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 trends, operations, marketing, and the business of running an RIA firm. 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.

Potomac Studios'&nbsp;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 trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; 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&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer">https://potomac.com/disclosures/</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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February Hot Takes

February Hot Takes

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