Podcast
Conquer Risk Podcast
Hosted by Potomac Studios · EN
Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm.
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Check out our YouTube channel: https://www.youtube.com/@potomacstudios
Learn more about Potomac: https://potomac.com/
Read our blog: https://potomac.com/blog
Disclosure: https://potomac.com/disclosures/
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29episodes
Episodes
Newest firstAll episodes
Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast
Feb 2500:39:47Tap to summarizeIn this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist’s Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billion was rooted in an unwavering commitment to reinvesting in the business, embracing speed, and leading with content focused on authenticity – not just tactics. For advisors looking to scale their own firms, we believe you will find this conversation valuable with clear takeaways. Enjoy the show. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-204-20260223 Hosted on Acast. See acast.com/privacy for more information.
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BondBloxx | Tools to Empower Smart Fixed Income Investors
Feb 1101:01:33Tap to summarizeFixed income is evolving—and the team at BondBloxx is leading that evolution. In this episode of the Conquer Risk Podcast, host Christopher Norton, CMO is joined by Dan Russo, CMT and Co‑CIO at Potomac along with two of BondBloxx’s top leaders: Leland Clemons, Founder & CEO, and Cole Feinberg, Partner. BondBloxx is a rapidly growing fixed income ETF issuer, driven by the mission to modernize fixed income investing by offering more choice and flexibility, like there is in the equity space. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM- 202-20260206 Hosted on Acast. See acast.com/privacy for more information.
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Why I Picked Up the Pen?
Jan 2800:14:54Tap to summarizeWhat makes a CEO stop and decide to share his story with the world, in print? In this episode, we explore the pivotal moment when Potomac’s leader chose to turn years of business growth and leadership lessons into a book. Discover the motivations, doubts, and vision behind this bold step. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures Hosted on Acast. See acast.com/privacy for more information.
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Stacy Havener: The Mindset Behind Building a Business
Jan 1400:29:16Tap to summarizeReady to scale your advisory business? Potomac CEO Manish Khatta and Havener Capital’s Stacy Havener get real about what it takes to grow, market, and run a founder-led firm. From EOS to branding strategies, this candid conversation is packed with insights you can actually use. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-201-20260108 Hosted on Acast. See acast.com/privacy for more information.
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Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta
Jan 700:24:21Tap to summarize2025 was a year of explosive growth for Potomac, and with growth came hard-earned lessons. In this candid episode, CEO Manish Khatta shares the successes and failures that shaped his leadership and strategy. From scaling with purpose to building resilience and adaptability, these insights reveal the mindset every business owner needs to thrive. Listen now and discover the strategies that can help you lead smarter, grow faster, and make 2026 your most successful year yet. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures Hosted on Acast. See acast.com/privacy for more information.
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Jason Wenk: Boosting Advisor Efficiency with AI
Dec 1700:26:57Tap to summarizeDiscover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.
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Are Conferences Worth It?
Dec 300:20:43Tap to summarizeIn this episode of the Conquer Risk Podcast, we join Potomac’s senior leadership as they share candid insights on what makes industry events valuable—and what doesn’t. Plus, a sneak peek at Remix 2026 and Potomac University. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-203-20251125 Hosted on Acast. See acast.com/privacy for more information.
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Dan Russo, CMT® Named Co-CIO
Nov 1900:12:38Tap to summarizeIn this episode of the Conquer Risk Podcast, we talk with Potomac CEO and Co-CIO, Manish Khatta and newly promoted Co-CIO Dan Russo, CMT, about the organization’s commitment to putting the right people in the right seats to fuel growth.Make sure you subscribe to never miss an update. Subscribe on Spotify Subscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://potomac.com/blog Disclosure: http://bit.ly/2l3OvaLPFM-201-20251114 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →We're Back!
Nov 500:01:52Tap to summarizeAfter an extended hiatus, your favorite podcast series from Potomac is back. With new guests, new perspectives, and a new studio(!), we are excited to bring you a new dedicated audio series from our HQ in Bethesda, MD. Hosted on Acast. See acast.com/privacy for more information.
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Who Charted? (E45)
Sep 1, 202300:12:35Tap to summarizeWe’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:· Technology· Energy· Consumer Staples· NYSE Net New Highs/Lows· US Dollar Index· iShares 20+ Year Treasury Bond ETF (TLT) Total ReturnSo, who charted?This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcastLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://potomacfund.com/blogDisclosure: http://bit.ly/2l3OvaLPFM-223-20230810 Hosted on Acast. See acast.com/privacy for more information.
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