Conquer Risk Podcast

In the fourth episode of our Proust Questionnaire, we’re joined by our CEO, Manish Khatta, for an unsurprisingly candid and uncensored conversation so good it was twice as long as it was supposed to be (thank you, tequila). Tune in as we explore 24 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 subs...

It’s been a while since we called the industry out on it’s bullsh*t. Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.   ·     Envestnet acquires retirement plan marketplace, 401kplans.com ·     Goldman Sachs confirms RIA custody service is back-burnered ·     Tifin G...

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 Low Volatility Relative to S&P 500 ·     Bitcoin (BTC/USD) · &...

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 s...

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 u...

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 ·  ...

In the second episode of Say It With Your Chest , Manish is joined by Snappy Kraken CEO, Robert Sofia, and Financial Advisor, Michael Baker, for a candid conversation on video marketing, work-life balance, self-awareness, 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 Subscribe in Apple Podc...

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...

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 R...

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. Listen on Acast Subscribe in Apple Podcasts   L...

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 upd...

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...

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 ·  ...

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 ·    &nbs...

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with more stock market technical analysis! We’re bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way, including: ·     Bloomberg Commodity Index and S&P 500 ·     S&P 500 ·     S&P 500 – Capitulatory Br...

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way, including: ·     International Bonds (IAGG) ·     RbP Regime Index ·     Crude...

Grab a cup of tea (or bourbon) and join us as we spill what’s overrated and what’s underrated in the world of wealth management.   ·     Startup Catchlight aims to make prospecting more efficient ·     Goldman Sachs RIA custodian delayed indefinitely ·     Wealthbox raises $31M after picking off Salesforce and Redtail...

From the release of our research product to the addition of our new project manager, the first quarter of 2022 has been a productive one. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, 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 o...

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way, including: ·     Stocks (VTI) Relative to Bonds (BND) ·     S&P 500 Utilities Index ·  &nb...

We’re joined by Co-Founder of Seven Group and host of The Advisor Lab podcast, Alex Cavalieri. In this episode, we explore the biggest mistakes and misconceptions advisors face when marketing their business, including:   ·     The long-term, up and down nature of results ·     Not waiting until you’re “ready” to create content ·  &nb...

After the overwhelming success of our first Proust Questionnaire (10k views and counting), we decided to make an entire series out of it. Joining us in the second installment is Vice President of LPL Financing, Kian Salehizadeh.   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.   Mak...

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way, including: ·     SPX and 10/20 Breadth ·     NDX Upside Breadth ·     Internati...

Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.   ·     Vise sees exec exodus after AUM doesn’t materialize ·     Onramp is asking investors for $5m ·     FeeX raises $80m and rebrands to Pontera ·     Envestnet is up for sale,...

We’re joined by Wealth Strategist and Founder of Your Dedicated Fiduciary , Vance Barse. In this episode, we cover our recent partnership to bring financial planning services to all of our staff, and explore some of the current holes in financial planning, including:   ·     Financial advisor requirements (or lack thereof) ·     The importance...

Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are back with another episode of your favorite stock market technical analysis show! We’re bringing you six charts in six minutes. The clock is ticking, and we’ve got some big charts coming your way, including: ·     Microcaps (IWC) ·     Bloomberg Commodity Index ·     Biotechn...