by Christopher Norton | Jun 15, 2023 | Advisors
It’s December 2019, The Conquer Risk Podcast is in its first season, and we decide to produce the episode “Gear Up” to show off how we make the show. (If you want to up our view count from thirty, please go watch.) Here’s the thing: we don’t use any of what we...
by Dan Russo, CMT | May 25, 2023 | Advisors, Dan, Investment Management, Research
“Stick to the fundamentals. That’s how IBM and Hilton were built.” – Lou Mannheim, Wall Street The quote above is one of the key takeaways from the 1987 hit movie Wall Street. Lou Mannheim implores his young brokers to stick to the fundamentals after they pitch...
by Christopher Norton | May 11, 2023 | Advisors, Christopher
If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
by Dan Russo, CMT | Apr 27, 2023 | Advisors, Dan, Investment Management
With ChatGPT all the rage for the past six months, I thought it was time for me to take it for a spin. First, let me begin by saying that I am not an early adopter of technology, but I am also not going to be one of the last. I guess you could call me a “fast...
by Christopher Norton | Apr 20, 2023 | Advisors, Christopher
We recently published a blog about the value of ChatGPT for Financial Advisors and, like most AI tech these days, the technology is evolving faster than anyone can write about it. (Have you seen our AI art inspired LinkedIn Ads?) While I hope you found what we’ve...
by Dan Russo, CMT | Apr 13, 2023 | Advisors, Dan, Investment Management
As an investor in my personal account, prior to joining Potomac Fund Management, I found that I got myself into the most trouble when I developed some elaborate, macro narrative about why the market just HAD to move in a certain direction. I would usually sell myself...
