Tools to Build a Successful RIA
(S4 E22)

by Manish Khatta | Jun 15, 2021 | Goodnow, Investment Management, Manish, Podcasts

From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. So, we decided to commit an...

Why Financial Advisor Communication is Broken
(And What You Can Do to Fix It)

by Manish Khatta | Jun 10, 2021 | Advisors, Investment Management

It’s a hard truth to face, but the fact is the way many advisors communicate with clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future...

Choosing a Risk Score and Proposal System
(S4 E21)

by Manish Khatta | Jun 1, 2021 | Investment Management, Manish, Podcasts

We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately.  Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience....

Research by Potomac:
Your All-Access Pass to Leading Financial Insight

by Manish Khatta | May 27, 2021 | Advisors, Investment Management, Research

Last month we launched a project we’ve been hatching for some time now—our elite research arm, Research by Potomac. And believe me when we say, this new mission has made waves in our inner circles. Advisors, clients, friends, and colleagues have all been asking what...

What Does Transparency Mean to Potomac?
(S4 E20)

by Manish Khatta | May 18, 2021 | Investment Management, Manish, Podcasts

It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We’ve taken a different approach. Here is why, how, and the results from this journey. Investment Process Value Add...

Transition to Model Custom Management
(S4 E19)

by Manish Khatta | May 11, 2021 | Goodnow, Investment Management, Manish, Podcasts

There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs. Backstory How this can be done Potential...