Potomac Studios

Conquer Risk Podcast

Business EN ↓ 209 episodes

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: htt...

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Potomac Studios

Episodes

LinkedIn for Financial Advisors and the Charlatans of Rate Chasing (Ep 9) 10.09.2019 24:25

If you have any ideas, comments or suggestions please fire them our way. During this episode we discuss: ·     Why Financial Advisors need to get serious of Linkedin and how most are approaching it wrong. ·     Advising clients to watch out for the rate promises made by charlatan banks. ·     Random useless information. We...

Financial Advisors Can Help 403(b) Participants! (Ep 8) 30.08.2019 34:33

If you have any ideas, comments or suggestions please fire them our way. During this episode we discuss: ·     Breaking the myths and misconceptions of the 403(b) plan participant market for advisors. ·     Why 403(b) plan participants need more help than ever. ·     The financial advisor opportunity in this market. We hope...

The Inverted Yield Curve is Coming to Kill You! (Ep 7) 19.08.2019 25:04

If you have any ideas, comments or suggestions please fire them our way. During this episode we discuss: ·     The truth behind the inverted yield curve ·     The deductibility of management fees for non-qualified annuities ·     Random useless information We hope you enjoy and follow us on this journey! Make sure you subsc...

Benchmarks Are More Dangerous Than Trade Wars (Ep 6) 12.08.2019 24:05

If you have any ideas, comments or suggestions please fire them our way. We hope you enjoy and follow us on this journey! 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: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See a...

LA Fitness and The Death of Integrations. (Ep 5) 26.07.2019 22:00

During this episode we discuss: ·     Advice delivered via a subscription model ·     The official death of FinTech integrations ·     Random useless information 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...

Would You Loan Someone $10,000 for $8 Guaranteed? (Ep 4) 12.07.2019 27:47

During this episode we discuss: ·     Online banking and the chase for yield ·     Pay-to-play at investment custodians ·     Random useless information We hope you enjoy and follow us on this journey! Make sure you subscribe to never miss an update. Subscribe in iTunes Subscribe in Google Play   Learn more about Potom...

Should Financial Advisors Stop Telling Clients to Save for College? (Ep 3) 05.07.2019 26:30

During this episode we discuss: ·     The search to find the best 529 plan for financial advisors. ·     Is saving for college even worth it anymore? ·     The student loan dilemma. ·     Random useless information. We hope you enjoy and follow us on this journey! Make sure you subscribe to never mi...

The Riskalyze Partnership and the Hogwash of Hypothetical Performance (Ep 2) 26.06.2019 24:25

During this episode we discuss: Our recent partnership with Riskalyze and our addition to their Model Marketplace. Our recent attendance at the Riskalyze Bootcamp to learn more about the software. The utter nonsense of hypothetical performance track records that many investment mangers still report! Random useless information. We hope you enjoy and follow us on this journey. If you have any ideas,...

Will the Platform Rule the Investing Future? (Ep 1) 20.06.2019 22:35

Welcome to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible. Voice is the future and the future is voice! The podcast will be with Manish Khatta and Jeff Goodnow, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm....