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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.
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…
OCIO by Potomac
Launch Day
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
Who Charted? (E37)
Happy Holidays!
Dan Russo and Drew Wells highlight Momentum, Commodities, S&P 500, 10-Year Treasury Note, LIV-EX Wine Index, and more.
Industry Gossip (E22)
SEC Crackdown, FTX, Arta, and More
Bill Crager commandeers old custody unit, Sam Bankman-Fried steps down, Charles Schwab & Co. undercuts OneSource, and more.
Who Charted? (E36)
How We See It Now
Dan Russo and Drew Wells highlight the S&P 500, VIX, Equities for Rising Rates, the Bloomberg Commodity Index, and more.
Ahrefs (E3)
On-Page SEO
We share the on-page SEO checklist you should be following to optimize your content and effectively target a keyword.
Research by
Potomac
Surprise! We’re back with a new episode of an old favorite, hosted by Dan Russo, CMT, and Drew Wells, CMT, CIMA®.
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