WITH THE CONQUER RISK PODCAST.

We’ve had great fun dunking on each other in this podcast, but today we’re taking it to a new level. Our producers invited the spouses/partners of our leadership team onto the Potomac Couch. What follows is… memorable.

We hope you enjoy and follow us on this ridiculous journey! If you have any ideas, comments, or suggestion, shoot your shot.

Timestamps:
00:01 – Intro to Potomac Couch
00:11 - First Recommendation - The Beauty and The Baker
00:57 - Second Recommendation - PIMP Awards
01:58 - Third Recommendation - RV Wizards
02:42 - Fourth Recommendation - Drinks Well with Operations
03:18 - Fifth Recommendation - Industry Gossip
Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast


Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

#PotomacCouch #Recommendations #Potomac

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We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Timestamps:
00:22 – Bloomberg Commodity Index
01:24 - S&P 500 PR
02:25 - S&P 500 Energy Index Sector
03:29 - Dow Jones Transports
04:16 - S&P 500 Health Care Equipment & Services Index
05:12 - Ratio of Lumber to Gold
06:36 - Disclosures

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#BigCharts #Bloomberg #SP500

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The 2021 Profound Industry Maker and Player (PIMP) Awards were a smash, with thousands of viewers tuning in to see what Potomac had cooked up. But now that it’s over, a few questions remain:
· Why did we do this?
· How did we pull it off?
· Would we do it again?
· What can advisors possibly take away?

If you have any ideas, comments or suggestions please fire them our way.

Timestamps:
00:27 - New Member - Copywriter - Tori Levy
02:20 - PIMP Awards
02:42 - Why host a fake award show
04:05 - Team Bonding
05:24 - First live show
06:02 - Producing the live show
07:27 - Marketing aspect
10:22 - What advisors can do
11:45 - Favorite and least favorite part, what to do next
Make sure you subscribe to never miss an update.

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807

Subscribe in Spotify Podcasts:

https://open.spotify.com/show/4WWmfvgKteBmCSEXIdnZWz?si=SIvjPmNzTOO6r8UbqruRdw

Subscribe in Google Podcasts:
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBpcHBhLmlvL3B1YmxpYy9zaG93cy81ZDA5MDU3OTlhNDExMWIxMjJlZTc3YjI

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

#FinTechAwards #FinServeAwards #PIMPAwards

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We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT, are giving you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Timestamps:
00:22 – 10 year US Treasury Notes
01:01 - S&P 500 PR
01:56 - S&P 500 Capital Markets Index
02:54 - Percent of S&P 500 above 200 day Moving Average
03:42 - S&P Europe 350 Information Technology Index Sector
04:44 - Value Line Arithmetic Index
05:59 - Disclosures

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#BigCharts #SPX #EuroTech

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Our last episode of the summer is upon us. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated:

• Capital Group Launches New ETFs Without American Funds Name
• 2021 RIA Event Comeback Collapses
• Live Webinars vs. on-Demand Video
• Riskalyze Sells Majority Interest to Private Equity Firm Hg Capital
• Redtail, Snappy Kraken Announce Text Messaging Apps

Timestamps:
00:11 - Intro to Industry Gossip
00:21 - Capital Group launches new ETFs
01:22 - 2021 RIA Event comeback collapses
02:42 - Live Webinar or Pre-recorded Video
04:17 - Riskalyze recapitalization
06:04 - Redtail, Snappy Kraken Announce Text Messaging Launches
07:26 – Disclosure

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast


Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#IndustryGossip #AdvisorTexting #Riskalyze

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Did we read a book that encourages everyone to quit their job and follow their passions? Maybe. But this legendary read from Gary Vaynerchuk is about so much more. Join us as we discuss “Crush It!” and share:

· What we liked and what we didn’t
· Our favorite stories
· What we learned
· Value for Financial Advisors

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Subscribe in Google Play:
https://play.google.com/music/listen#/sulp

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#CrushIt #GaryV #BookClub

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We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted?

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Timestamps:
00:27 – 5-year Breakeven Inflation Rate
01:31 - Emerging Markets
02:19 - Canadian Dollar / US dollar
03:24 - Russell 2000
04:11 - S&P 500 Utilities Index Sector
05:15 - S&P 500 PR

Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

Hashtags:
#BigCharts #USDollar #EmergingMarkets

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As you grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how they're working to improve.

So grab your favorite drink and join us as we discuss:

· What’s gone well
· What could be better
· How to be more transparent

Timestamps:
00:16 - Intro to Drinks Well with Operations
01:08 - Operations in the past
02:30 - CRM system
03:07 - Weekly Update Spreadsheet
04:20 - E-signatures
05:58 - Online Server
07:50 - 100% electronic
10:40 - High Noon - Jennifer
10:58 - Jameson Mule - Kayla
11:12 - Great Lakes Dortmunder - Evan
11:21 - Moscow Mule - Chelsea
11:37 - White Wine Spritzer - Kaitlyn
12:30 - Disclosure
Listen on Acast:
https://shows.acast.com/the-conquer-risk-podcast

Subscribe in Apple Podcasts:
https://shows.pippa.io/the-conquer-risk-podcast


Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

#Operations #Potomac #TAMP

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