SMArtX Technology (S2 E11)

SMArtX Technology
(S2 E11)

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...
Know What You Recommend

Know What You

As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ranging from the advisor as the portfolio manager to the advisor who outsources all the...
The Remote Workplace (S1 E17)

The Remote Workplace
(S1 E17)

In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac’s experience with working remote Does it work? Do people work? Is it productive? The role technology plays Client perception  We hope you enjoy and...