Conquer Risk Podcast

There are a  lot of unknowns   in this turbulent market, but one item that IS known – is the importance of the tools that enable us to accomplish the important work we do for our clients. In good times. And in bad. In this episode of the Conquer Risk podcast we sit down with SMArtX CEO Evan Rapoport to discuss how their technology is evolving the industry, the reasons Potomac wanted to b...

In the midst of all the noise about the markets and the virus, one term is getting thrown around a lot: Black Swan Events. So, what’s that? Is it COVID-19? Corona Virus? Ebola? A Terrorist attack?  On this week’s Conquer Risk podcast we set aside the hype to provide some clarity: What IS a Black Swan event? What affects can be correlated to these pandemic scares? What should the affects...

In our recommendations to Advisors on how best market themselves, we’ve talked a lot about voice. This week, we have special guest Johnny Sandquist of Three Crowns Marketing & Copywriting to discuss not only the importance of finding your voice, but how to cultivate it. Identifying your true-to-yourself persona How to build guardrails around how to portray said persona The emotional impact of...

There was a great deal of chatter this weeks from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument:  • The Data from Cerulli Associates • Merger & Acquisition: Sole-Practitioner VS Multi-Advisor • What about Junior Advisors? We hope you enjoy and follo...

Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast: Why are people so passionate about Calendar Year Returns? What we mean by "Zoom Out." Other points of due diligence. We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our w...

Potomac went back-to-back at these events in Florida. As we kick off 2020 conferences, we dedicate this episode of the Conquer Risk podcast to discussing who we found at these events and what we learned, including: • Did TDA address the merger? • Navigating a large event. • Our experience on a panel, and how that came about. • The good, the bad, the ugly, and the awesome. • Who should attend next...

When it comes to marketing, most Advisors could benefit from the perspective of a Chief Marketing Officer. But how often is that in the budget? In this episode we discuss the top five ways to replicate the CMO experience without necessitating a big spend: • Creating content • Finding the right software • Getting involved in Social Media • How to stand out • Avoiding the biggest hang up We hope you...

We have received a number of questions since the launch of our season one podcast episode, “ HSA  – The Next Untapped Market .” Specifically, the Fidelity experience and their new HSA program. Voila, HSA part two: • Why is this topic important? • The advantage of the Fidelity solution • The transfer experience We hope you enjoy and follow us on this journey! If you have any ideas, c...

Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all. • Why is the share class concept important to us as an RIA? • Why are there so many? • Top 4 Share Classes for Reps and Advisors • What’s the future look like from our perspective? We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please f...

As big believers in process and systems, our second episode of season two is dedicated to why every Advisor needs a trading system! • Self-awareness – What are the goals? • Temperament – Deciding what to trade. • Style – Time commitment. • Adherence – Sticking with it in all markets. • Allocation – Position sizing (and how many). • Technology – Finding the right level of sophistication. • The Holy...

In our season two debut, we begin a series on the next evolution of our business: • What lead us here • Why now • Our thought process • What comes next • Sharing the journey on the Podcast 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 Pippa Subscribe in Apple Podca...

This podcast was orginially titled, “Firm CPR: How to Find a Good Manager.” However, this discussion assumed advisors had found the manager to begin with. Turns out, that’s not as easy as it sounds. We tackle that topic in S3E9, “How to Find a Manager” which serves as a prequel to this. Our season one finale features a recurring conversation we’ve been having recently with Advisors, how to constru...

In our twenty-second episode, a follow up to the “ Podcast Podcast ,” we discuss best-practices for Advisors:   Video and audio gear Recording and editing software What to avoid Post-production recommendations 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...

In our twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor's clients: Does the media exist to report the news or generate clicks? Misleading content Clickbait Non-advisor advice  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 y...

In our twentieth episode we discuss Schwab’s takeover of TD Ameritrade, it’s impact on the industry, and what it means for Advisors: ·      How The Race To Zero made this possible ·      Technology and innovation ·      What “scale” means for staff and support ·      How this may...

In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made: ·       Top reasons for the lawsuits ·       Why the lawsuits hit a wall in 2019 ·       Impact of the Brokerage Window ·       Benefits of BrokerageLi...

In our eighteenth episode we discuss an Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity: ·       The contributions are nearly half of 401(k) levels ·       Earnings can be tax free ·       There is no “use it or lose it” provision ·   &nbs...

In our seventeenth episode we discuss the opportunities (and challenges) of a remote workplace: ·       Potomac’s experience with working remote ·       Does it work? Do people work? Are they productive? ·       The role technology plays ·       Client percept...

In our sixteenth episode we discuss whether Mutual Funds are dying a slow death: ·       Our perspective as a money manager using Mutual Funds for over 30 years ·       Why they were created and what lead to their rise ·       How ETFs have disrupted the industry, and their Pros & Cons ·&nb...

In our fifteenth episode we answer questions about the genesis of the Conquer Risk podcast, and what we’ve learned since launch: ·      Why we chose to do a podcast, and the benefits of the medium ·      Roadblocks we’ve encountered, and how they were overcome ·      Why we record audio AND video · &nbsp...

In our fourteenth episode we discuss zero trade costs: ·      What’s behind the free trade concept? ·      Is this corporate generosity? Or is it made up elsewhere? ·      What new opportunities become available to advisors and their clients? We hope you enjoy and follow us on this journey! If you have a...

In our thirteenth episode we sit down with guest Alex Chalekian to discuss: Alex and Lake Avenue Financial’s big announcement with Integrated Partners. Alex’s experience gained through previous advisor acquisitions. What opportunities and challenges can be hidden in the acquisition process. Acquisition resources for Advisors. Hosted on Acast. See acast.com/privacy for more information.

In our twelfth episode we discuss: ·     Does popularity drive bubbles? ·     Is passive investing creating a bubble? ·     What could the future look like with passive and active investing? We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make su...

During this episode we discuss: What Is a Bear Market Fund? Who uses them and why? How can this help grow your business? 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 Pippa Subscribe in iTunes Subscribe in Google Play Learn more about Potomac Fund Management:...

If you have any ideas, comments or suggestions please fire them our way. During this episode we discuss: ·     Who we found at the event and what we learned. ·     The good, bad, ugly, and awesome. ·     Who should attend in 2020. We hope you enjoy and follow us on this journey! Make sure you subscribe to never miss an upda...