Random Pod Volume 02 (S2 E22)

Random Pod Volume 02
(S2 E22)

In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including:   The S&P 500 crossing it’s 200 day moving average, does it matter? Tech companies are embracing WFH, who’s...
The AGC™ (S2 E21)

The AGC™
(S2 E21)

Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much...
Market Cap Weighting: The Rich Get Richer? (S2 E20)

Market Cap Weighting: The Rich Get Richer? (S2 E20)

Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 fairing much better? We break down what’s behind this big question on the Conquer Risk podcast: What is market Cap Indexing? What’s the story with the S&P...
Why We Use YCharts (S2 E19)

Why We Use YCharts
(S2 E19)

Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit...
What is a Bear Market? (S2 E18)

What is a Bear Market?
(S2 E18)

There are many definitions floating around of what constitutes a bear (or a bull) market. So, how do you know if you’re actually in one? In this episode of the Conquer Risk podcast we discuss: What specifically made us stop and think about this. What is Potomac’s...
Working with Your Partner (S2 E17)

Working with Your Partner
(S2 E17)

Many advisory practices and small businesses consider the pros and cons of their spouse as a staff member. But just as many, are afraid to take the leap. Today we sit down with Lake Avenue Financial VP of Operations Rosa Chalekian, to discuss the success, challenges,...