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Who Charted?
Industry Gossip
Build in Public
Culture Club
Market Trends, Operational Best Practices, Marketing insight, and a touch of gossip.
“Great insight and fun format! Keep up the great work, looking forward to the next episode!” – LinkedIn Comment
“What a bunch of unprofessional nonsense.” – Twitter Comment
Through a suite of distinct shows, the Conquer Risk Podcast takes an intelligent and irreverent approach to conquering the many challenges facing advisors. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm.
Who Charted? (E30)
Is It Really Risk-On?
Dan Russo and Drew Wells highlight S&P 500 Low Volatility, Bitcoin, Russell 1000 Growth/Value, U.S. Dollar Index, and more.
Denver Retreat 2022
Art and Mini Golf
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go wrong?!
Denver Retreat 2022
Chopped
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just that.
Education Station (E7)
Model Combinations, Firm CPR, Denver
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do so.
The OGs (E4)
Wholesalers and Innovation
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy one.
Drinks Well with Operations (E8)
What Sets Us Apart
Bud Light in hand, the Ops Team returns for their first in-person podcast to discuss personalized customer service and what sets us apart.
Build in Public (E13)
A Bathtub and a Lifted Truck
We discuss our newest eyes-on-brand campaign in celebration of Bull Bear’s 20th anniversary, Bull Bear Bourbon.
The Proust Questionnaire (E3)
Denise Shull
In our third Proust Questionnaire, we’re joined by The Rethink Group’s Performance, Strategy, and Decision Advisor, Denise Shull.
Who Charted? (E29)
Nothing is Immune
Dan Russo and Drew Wells highlight the S&P 500, Bitcoin (BTC/USD), Commodities, Oil & Gas E&P (XOP), and more.
Education Station (E6)
Client, Portfolio, and Business Reviews
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews.
Say It With Your Chest (E2)
Robert Sofia & Michael Baker
Manish is joined by Robert Sofia and Michael Baker for a candid conversation on video, work-life balance, self awareness, and more.
Drinks Well with Operations (E7)
Customer Service
Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer service.
Who Charted? (E28)
Things That Make You Go HMMMMMM
Dan Russo and Drew Wells highlight Emerging Markets, High Yield Total Return Index, Dollar / Yen, Small Caps / Large Caps, and more.
Industry Gossip (E17)
SMartX, Orion, TIFIN, and more
Morningstar buys a $30 million stake in SMartX, Orion acquires Townsquare Capital, TIFIN raised $109 million, and more.
(feat.)
Eric Clarke
In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke.
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