Conquer Risk Podcast

Financial planning has changed. The goal for advisors in today’s world is to facilitate dynamic, ongoing planning conversations that can shift as quickly as life does. In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. They review: ·  ...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? 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 m...

It’s almost back to school, but we’re not done with summer news. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:   ·       AssetMark Closes on the Acquisition of Voyant (globenewswire.com) ·       Schwab Taking $200 Million Charge for SEC Robo-Adviser Probe | Wealth Management ·  &nbsp...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.  This episode, it’s a US Large Cap story. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? If you have any ideas, comments or suggestions please fire them our way.  Make sure you subscribe to never miss an update.  Listen on...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? 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...

It may be the middle of summer break, but the news isn’t slowing down. Grab your (iced) tea and join us as we rank what’s overrated and what’s underrated: ·       Nautical Branding ·       Principal Financial Group Axes RobustWealth for Advisors ·       Betterment Bundle ·      ...

While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss). As we enter Q3, The Potomac Leadership Team sits down to discuss major milestones past and future, and how did what we did: ·       Crossing an AUM threshold · &n...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? 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...

From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers.  So, we decided to commit an episode of the podcast to breaking down what tools and resources we use across Potomac: Executive Systems Education and Marketi...

The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as werank what’s overrated and what’s underrated: ·       Merrily Lynch Ends Cold Calling ·       Vise Announces Series C Funding ·       Altruist Raises $50M from the likes of Vanguard ·  &...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? 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...

We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly  been in the news  a lot lately.  Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience. Join our CIO Manish Khatta as he shares: What we’ve used Why we jump around How we built our ideal solution Make...

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? 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 o...

It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We've taken a different approach. Here is why, how, and the results from this journey. Investment Process Value Add Education Operations Business Planning Make sure you subscribe to never miss an update. Listen on Acast Subscribe in Apple Podcasts Learn more abo...

We’re back, and boy has it been a messy week. Grab your tea and join us as we rank what’s overrated andwhat’s underrated: Riskalyze goes off on Hidden Levers Axos scoops up E*TRADE’s RIA Custody Business Berkshire Boys on Bitcoin InvestCloud acquires Advicent / NaviPlan Will the Independent Contractor Rule threaten the Advisor BD Model? We hope you enjoy and follow us on this journey!&nb...

There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs. Backstory How this can be done Potential roadblocks We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our wa...

Today we’re proud to introduction a new show from  Research by Potomac  and the Conquer Risk podcast. Most analysts will take 45 minutes to make the same point nine times, but not us. Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes.  The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on thi...

Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models. If you saw the press release this morning, you know that Potomac has seen 917% yoy growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how: What exactly is Envestnet? Why has Envestnet been successful? How...

We recently launched Research by Potomac, which has left people wondering what we’re up too. Is it a hobby? A well branded daily journal? No, we are building nothing short of an elite institutional research arm for Potomac. Later this year we will be hiring more CMTs and programmers as we build this juggernaut, which will feature: Daily written research Indicator video  Monthly chart show Mor...

We believe the days of bland opinionless commentary should be put firmly behind us. You can only add value when you actually lend perspective. Our special guest this week, JC Parets, CMT, shares how he delivers on this shared belief a Chief Market Strategist at All Star Charts. Why they take a tactical-only approach Introducing tactical to a passive investor Market theory More We hope you enjoy an...

We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank: ·      Rithotlz crosses $2B ·      Google cancels remote work ·      WTF is happening with Seed Money? ·      Tiffin Group buys Totum Risk ·      Morningstar ranks SMAs...

After the hilarity of our April Fool’s “NFT Launch” and our episode about the campaign on Build In Public, one question has remained for many advisors: WTF  is  an NFT anyway? Marketing Associate Martina Beda joins Jeff Goodnow to solve this riddle in 10 questions: WTF is an NFT by definition? WTF does “fungible” mean? Are NFTs the same as cryptocurrency? How are these used AND WHY? Who...

At Potomac, we are passionate about educating advisors. This includes  increasing awareness  of strategists like Brookmont, available on   platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with Ethan Powell to discuss their work: Firm Structure Portfolio Design Philosophy Communication We hope you enjoy and follow us on this journey! If you have an...

As enter the second quarter of the year, we bring together the Potomac leadership team to talk through the incredible start to 2021. From the phenomenal growth of this podcast, to the evolution of Potomac’s business, we break down: Building in Public Operational Advancements Marketing Engagement New Managers New Hires What’s Next We hope you enjoy and follow us on this journey! If you have an...

In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called “Business Intelligence.” This week we break it down for you and discuss: Business growth/decline data Measuring asset growth AUM anal...