Top Content of Q3 2020 (S3 E13)

Top Content of Q3 2020
(S3 E13)

As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this journey! Listen on...
Who Uses an OCIO? (S3 E11)

Who Uses an OCIO?
(S3 E11)

An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
TAMP vs. Model Marketplace (S3 E10)

TAMP vs. Model Marketplace
(S3 E10)

There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio...
How to Find a Manager (S3 E9)

How to Find a Manager
(S3 E9)

Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one. As we continue to work with...
Do Risk Scores Work? (S3 E8)

Do Risk Scores Work?
(S3 E8)

As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss: Their merit. Their fallacies. Does it matter? We hope you enjoy and follow us on this journey! Listen on...