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WITH THE CONQUER RISK PODCAST.
Insights from the Potomac team straight to your inbox.
Who Charted?
Industry Gossip
Build in Public
Proust Questionnaire
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.
Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and more.
Who Charted? (E42)
It’s All Relative
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and more.
Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and more.
The OGs (E6)
Growth
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.
Who Charted? (E41)
Something for Everyone
After a successful debut of the new “Bullish or Bearish” format, Dan’s back with more (timer-less) commentary on the markets.
Google My
Business
Jordan and Christopher walk through Google My Business, sharing best practices to move up the local rankings and start generating more traffic.
Who Charted? (E40)
What Keeps Me Up At Night?
Who Charted? with a twist! Dan Russo, CMT, is reunited with Manish for the launch of the new format, “Bullish or Bearish.”
Industry Gossip (E24)
Altruist, Orion, and Vise
It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help ourselves!
Teamwork (E4)
Creating Recurring Projects
In the final episode of our Teamwork series, Nick shows you how to take your shiny new project templates and set up recurring projects.
Industry Gossip (E23)
Schwab, Toews, Betterment, and More
Schwab to tackle tech hiccups, Toews establishes holiday, Sarah Levy makes second unpopular decision, and more.
Teamwork (E3)
Creating Project Templates
In the third episode of our Teamwork project management series, Nick dives into the real time saver, project templates.
Teamwork (E2)
Creating a Project
Nick shows us how to set up projects, and the control you have inside of them to make things as efficient as possible.
Who Charted? (E39)
Risk-On?
Dan Russo and Drew Wells highlight International Small-Cap, Discretionary / Staples, S&P 500 High Beta, Bitcoin, and more.
Teamwork (E1)
Basics of Teamwork
Starting with a high-level overview, Nick shares how great project management can transform your practice, regardless of its size.
Who Charted? (E38)
Don’t Ignore These Bullish Signals
Dan Russo and Drew Wells highlight S&P 500 & Bond Correlations, S&P 500 & 10-Day Breadth, Growth/Value, Home Construction…
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