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.
Enjoy the show? Please rate and review.
Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment
"What a bunch of unprofessional nonsense." – X Comment
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/
Hosted on Acast. See acast.com/privacy for more information.
29episodes
Episodes
Newest firstAll episodes
Industry Gossip (E28)
Aug 4, 202300:10:55Tap to summarizeTell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management. · InvestmentNews fires everyone· Schwab is curbing remote work· SmartX goes to Plan B· An RIA 'gambled' on Goldman Sachs to custody client assets· Twitter is now X· Microsoft stock pops on AI subscription for Microsoft 365 We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-221-20230801 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
The OGs (E7)
Jul 25, 202300:22:58Tap to summarizeWe just crossed $1B. That’s great, but we’re still building. Manish Khatta and Jeff Goodnow, talk through the company's continued rapid growth, conferences coming up, how to keep the business sustainable, and much more.We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-220-20230712 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Who Charted? (E44)
Jul 21, 202300:13:27Tap to summarizeResearch by Potomac: https://potomacfund.com/strategies/research/ We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:· 10-Year Yield· US Dollar Index· S&P 500 Technology· S&P 500 ETF· S&P 500 Index· S&P 500 PRSo, 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-221-20230719 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Patrice Kelly | The Proust Questionnaire
Jun 27, 202300:41:29Tap to summarizeWe’re joined once again by the enigmatic Chief Creative Officer at Snappy Kraken, Patrice Kelly, to explore the questions no one else in the industry has thought to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most engaging people in our industry.If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-219-20230620 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Industry Gossip (E27)
Jun 16, 202300:10:32Tap to summarizeTell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management. · InvestmentNews has been sold (again)· Cetera hiring Mike Durbin as CEO· Vise launces a “hard reset”· Schwab/TD merger woes· RightCaptial confirms secret SoFi deal· Pershing X unveils new platform, Wove. We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-218-20230614 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Who Charted? (E43)
Jun 9, 202300:11:51Tap to summarizeResearch by Potomac: https://potomacfund.com/strategies/research/ We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:· S&P 500 ETF· S&P 500 Sectors· Dow Jones Transportation Average· S&P 100 vs. S&P 500· S&P 500 and ATRs· Effective Federal Funds RateSo, 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-217-20230607 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Industry Gossip (E26)
May 26, 202300:12:20Tap to summarizeThe industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management. · Eric Clarke Retires· Three Joe Duran acolytes start “not United Capital 2.0” without him· Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins· InvestCloud CEO John Wise and management team ousted· Riskalyze rebrands as Nitrogen What’s in a name Blog: https://potomacfund.com/whats-in-a-name/ We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-216-20230524 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Who Charted? (E42)
May 12, 202300:10:45Tap to summarizeResearch by Potomac: https://potomacfund.com/strategies/research/ We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:· S&P 500 Index Seasonality Chart· ACWX vs. ACWI· Copper vs. Gold· S&P 500 Growth vs. S&P 500 Value· 10 Year - 5 Year Curve· S&P 500 Equal Weight / S&P 500So, 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-215-20230511 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →
Industry Gossip (E25)
Apr 28, 202300:08:04Tap to summarizeYou know the drill! The industry has news and we have opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management. · Altruist acquires award winning SSG custodial platform· Insight Partners and Adams Street invest in Altruist· Executive shake-up at Skience sees President/COO, CMO, CPO leave· Riskalyze opts for a rebrand as part of push for $1-billion valuation· Snappy Kraken announces collaboration with Morningstar We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-214-20230428 Hosted on Acast. See acast.com/privacy for more information.
Transcribe →