WITH THE CONQUER RISK PODCAST.

Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book Club we read, “Creative Confidence” from the founders of IDEO. We 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.

Timestamps:
00:14 - Book Club Intro
00:52 - The Art of Innovation & Creative Confidence
01:55 - Group thoughts
05:08 - Chase - Bring yourself to work
06:01 - Christopher - MRI story
08:11 - Jeff - Happy Accidents
11:03 - Jen - Failure sucks but instructs
12:48 - Kaitlyn - Fear chapter
15:01 - Martina - Bathroom chalkboard
16:31 - Jordan - Groth Mindset
19:11 - Disclosure

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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

#IDEO #CreativeConfidence #BookClub

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From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers.

So, we decided to commit an episode of the podcast to breaking down what tools and resources we use across Potomac:
• Executive Systems
• Education and Marketing
• Portfolio Management Software
• Operations

Timestamps:
00:17 - Intro to Episode
01:33 - Executive Operations
07:15 - Advisor Education and General Marketing
13:07 - Portfolio Management software
14:20 - Operations
18:22 - Jeff Recommendation - Black Wall Street
19:19 - Manish Recommendation - The Baker and the Beauty
20:42 - Disclosure

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

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

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

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

#FinancialAdvisors #RIA #Tamp

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The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as we rank what’s overrated and what’s underrated:

• Merrily Lynch Ends Cold Calling
• Vise Announces Series C Funding
• Altruist Raises $50M from the likes of Vanguard
• Snappy Kraken launches Jolt Marketing Conference for Advisors
• An Asset Manager Made a Cereal

Timestamps:
00:11 - Intro to Industry Gossip
00:21 - Merrill Lynch Ends Cold Calling
00:59 - Vise Announces Series C Funding
02:45 - Altruist Raises $50 series from the likes of Vanguard
03:56 - Snappy Kraken Organizes Marketing Conference for Financial Advisors
05:36 - Why this asset manager wants to send you cereal?
06:51 - 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

#IndustryGossip #MerrillLynch #SnappyKraken

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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:
00:21 – 10-year US Treasury Notes
01:20 – NYSE Advance Decline Line
02:12 – S&P 600 Energy Index Sector Total Return
03:11 – Value Line Arithmetic Index
04:11 – IBOVESPA – Brazil Index
05:11 – 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

#BigCharts #WhoCharted #StockMarket

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We’re back with Potomac Couch! After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback.

We picked four clips at random and let members of our team react.

Timestamps:
00:24 – Intro to Potomac Couch
00:45 – First Recommendation – Dickinson
02:43 – Second Recommendation – Tom Ford Black Orchid
03:56 – Third Recommendation – Star Trek: Picard
05:15 – Fourth Recommendation – Magic Spoon Cereal
06:33 – 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:
#PotomacCouch #Recommendations #LLAP

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We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately. Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience. Join our CIO Manish Khatta as he shares:
• What we’ve used
• Why we've jumped around
• How we built our ideal solution

Timestamps:
00:13 - Intro to Proposal Tool and Risk Scores
00:53 - The beginning of our journey
02:23 - Issues trying to find a solution
05:52 - What works for us
07:49 - HiddenLevers
10:43 - Recommendation - Vestwell
12:01 - Disclosure

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

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

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

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

Hashtags:
#RiskScore #AdvisorProposalSystem #FinancialAdvisor

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On Monday May 24th, Potomac launched Bull Bear cereal. Not your everyday brand awareness project for an investment strategist, we discuss:
• Why we did it
• How we did it
• Success and failures
If you have any ideas, comments or suggestions please fire them our way.

Timestamps:
00:27 - Marketing Campaign
01:56 - Why we did it
02:18 - Union Baseball Bat Campaign
03:19 - How we did
05:15 - Challenges
07:59 - Social Media content
08:50 - Trolls
10:10 - Promo video
11:31 - Disclosure
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

Hashtags:
#BullBearCereal #InvestmentStrategist

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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:
00:23 – Stock Sector Exposure
01:14 – S&P 1500 Semiconductors & Semiconductors Equipment Index
02:24 – Ark Innovation
03:27 – Lumber/Gold Ratio
04:21 – NASDAQ Advance Decline Line
05:06 – The Global Dow

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

#BigCharts #WhoCharted #StockMarket

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