/ PRESIDENT & CIO
/ DIRECTOR OF ADVISOR EDUCATION
/ DIRECTOR OF MARKETING
Have you heard about Donor Advised Funds? What’s up with people buying clients? We were wrong about Cetera.
With so many claiming their services are now “free,” how are custodians actually making money? Does it matter?
There is so much news flying around we barely have time to process it all. What’s overrated? What’s underrated?
How is advisor client communication evolving? How can advisors utilize content to find the type of clients they want?
While currently hot topics: Is direct indexing a fad? Is the custom SMA overhyped? Where can financial advisors find guidance?
Cetera adds Riskalyze at no cost. Altruist raises Funding. Baron Partners vs. Ark Invest. Why you can’t scale service.
How can financial advisors hire the best talent in 2021? What are the best retention strategies for financial advisors to use with their team?
We sit down with Samantha Russell to share stories of where advisors have found success growing their business.
Manish set out to write our year end letter but thought, “who would want to read it?” What was and what is to come on the podcast.
How has Potomac evolved in 2020? What surprised us and what were the pain points? We bring our full leadership team to discuss.
From time to time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found.
Why did Oranj close? What should advisors do? How does this signal a wakeup call for the wider industry?
Seasonality trading is a term that gets thrown around a lot, but what is it? And can you build a trading system around it?
Advisors often hodgepodge their tech stack for social media engagement and compliance, is there a better solution?
Hidden fees, extra charges, “scalable” pricing. How can advisors help their clients be more money wise?
One opportunity we don’t hear talked about enough, is learning from people outside the industry.
What impact do elections have on financial markets? Which party is a more positive market force?
From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors…
How do you choose and use indicators? How do you build a process around indicators and technical analysis?
What was the top Advisor content in the third quarter of the year? We discuss in this episode of the Conquer Risk podcast.
Are PR efforts valuable for financial advisors? If so, where does one begin, what should you look for, and how do you define success?
How does the advisor relationship work with an Outsourced Chief Investment Officer (OCIO)? Who is using an OCIO…
What’s the difference between a TAMP and a Model Marketplace? Why does it matter to advisors in today’s regulatory environment?
How do financial advisors find a manager? Web search? Custodian? Networking? Software? We discuss on the podcast.
Potomac has used several major risk assessment and risk tolerance questionnaires. Do they add value…
Is social media a waste of time for financial advisors? Where can the most value be found with a social presence?
What is going on with stock surges? What happens when diversification does not work? This and more on the podcast…
Is your firm pushing the envelope or struggling to keep up? We explore the key elements to success…
What was the top Advisor content in the second quarter of the year? We discuss in this episode of the Conquer Risk podcast.
How can Financial Advisors launch a product with a limited budget? We walk through building a successful roadmap without a…
The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of…
Advisors have shared their biggest frustrations to be poor service. With Union, we set out to solve this point-by-point.
Where can advisors find an all-in-one UMA platform designed for small businesses? We discuss the Union UMA…
How can advisors keep up with evolving technology? How can advisors create a simple and intuitive client experience?
How is the financial industry evolving to welcome female advisors? Nina O’Neal shares the story of the…
In the second volume of our quick hitters’ format, we tackle numerous headlines that could impact advisors…
Where can advisors go for growth resources and a community to build a better practice? Justin Castelli joins us to discuss the AGC™
Many individual companies are struggling and the economy is still mostly closed, so why is the S&P 500 fairing much better?
What the value of YCharts? Why we use the software, and why we believe every Advisor will benefit…
There are many definitions floating around of what constitutes a bear (or a bull) market. So, how do you know if you’re actually in one?
Is it possible to have a successful working relationship with your partner or spouse? We discuss in this episode…
What was the top Advisor content in the first quarter of the year? We discuss in this episode of the Conquer Risk podcast.
In this episode we continue our series on “the Making of an Investment Platform” with several key updates.
In this episode of the Conquer Risk podcast, we discuss the Cares Act, SBA loans, market head-fakes, and what could be a new paradigm.
What is the meaning of Risk Management? What statistics support Risk Management? This, and how it defines Potomac…
In this episode of the Conquer Risk podcast, we explore making the most of shelter in place as an opportunity for business growth.
In this episode of the Conquer Risk podcast, we sit down with SMArtX CEO Evan Rapoport to discuss how their firm’s technology elevates…
In this episode of the Conquer Risk podcast, we break down the meaning of “black swan events” and if the coronavirus is such an event.
In this episode of the Conquer Risk podcast, we discuss how to identify, portray, and build upon the voice you establish for your advisory practice.
In this episode, we discuss the article by Cerulli that projects the number of financial advisors will begin declining in 2021.
In this episode, we discuss the cord stuck with our first blog post of 2020 and the passionate found in calendar year returns.
In this episode, we discuss our experiences at the TD National LINC and InsideETFs conferences sharing our biggest take aways.
In the fifth episode the Conquer Risk podcast season two, we discuss how to replicate the CMO experience without necessitating a big spend.
In the fourth episode the Conquer Risk podcast season two, we discuss the experience with Fidelity’s new HSA program.
In the third episode the Conquer Risk podcast season two, we break down the share class fiasco and what to make of it.
In the second episode of the Conquer Risk podcast season two, we discuss why every advisor needs a trading system!
In our season two premiere, we discuss the next evolution of Potomac’s Business and what it means for Advisors.
In episode 23 we discuss key items Advisors should look for, as well as what is overrated, when constructing a portfolio of managers.
In episode 22 we dive deep into the production equipment and editing software Advisors can use in creating their own Podcast.
In episode 21 of the Conquer Risk podcast we discuss the dangers of media clickbait, social media gimmicks, and non-advisor advice.
In episode 20 of the Conquer Risk podcast we discuss Schwab’s takeover of TD Ameritrade and what that may mean for the industry.
In episode 19 we discuss why a series of 403(b) lawsuits launched in 2016 and the impact they’ve made on the industry.
In episode 18 of the Conquer Risk podcast we discuss Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity.
In episode 17 of the Conquer Risk podcast we discuss the opportunities and challenges of having a remote workplace.
In episode 16 of the Conquer Risk podcast we discuss whether Mutual Funds are dying a slow death.
In episode 15 of the Conquer Risk podcast we discuss why we launched a podcast, and how you can get started.
In episode 14 of the Conquer Risk podcast we discuss what zero trading fees mean for Advisors and their businesses.
In episode 13 of the Conquer Risk podcast we discuss opportunities and challenges in advisor acquisitions.
In episode 12 of the Conquer Risk podcast we discuss if passive investing is creating the next market bubble.
In episode 11 of the Conquer Risk podcast we discuss Bear Market Funds and their appropriate use.
In episode 10 of the Conquer Risk podcast we discuss our impressions of the 2019 WealthStack Conference.
Episode 9 of the Conquer Risk podcast discusses how Financial Advisors can use (and not use) LinkedIn to benefit their practice and…
We discuss the enormous opportunity for financial advisors to help clients and grow their business in the 403b plan participant market.
Episode 7 of the Conquer Risk podcast discusses the truth behind the inverted yield curve and the deductibility of management fees for annuities.
Episode 6 of the Conquer Risk podcast discusses the dangers of benchmark FOMO and the process of remote hiring for RIA’s.
In episode 5 we discuss investment advice delivered via a subscription pricing model and the death of fintech integrations.
In episode 4 we discuss online banking, the chase for low risk yield and the pay-to-play dilemma with investment custodians.
Episode 3 of the Conquer Risk podcast discusses the search to find the best 529 plan for financial advisors, if saving for college is even…
Episode 2 of the Conquer Risk podcast discusses Potomac’s recent addition to the Riskalyze Model Marketplace, and the utter nonsense of…
The premier episode of the Conquer Risk podcast discusses the recent Envestnet Advisor Summit and the usefulness of the 200 day…