Top Content of Q1 2020 (S2 E16)

Top Content of Q1 2020
(S2 E16)

As we enter the second quarter of 2020 in unprecedented times, we look at the top content advisors have gravitated to in the first 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!...
Building a Multiple Manager Platform (S2 E15)

Building a Multiple Manager Platform (S2 E15)

In a follow up to our Season Two premiere, we continue our series on “The Making of an Investment Platform.”  It is an exciting experience to share this in-process, and we’re eager to provide several key updates in this episode including: Platform architecture Our...
Random Pod Volume 01 (S2 E14)

Random Pod Volume 01
(S2 E14)

This episode of the Conquer Risk podcast takes on a slightly different form as we discuss multiple topics currently in the news and the potential impact on Advisors: CARES Act SBA Loans Head-Fakes What could be a New Paradigm We hope you enjoy and follow us on this...
The Essence of Risk Management (S2 E13)

The Essence of Risk Management
(S2 E13)

Risk Management is a term that gets thrown around a lot these days, but at Potomac – it’s more than a marketing term. It’s who we are. In this episode of the Conquer Risk podcast, we discuss what this means, the math behind it, and statistics that support its...
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...