by Jeff Goodnow | Sep 8, 2020 | Podcasts
As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss: Their merit. Their fallacies. Does it matter? We hope you enjoy and follow us on this journey!Subscribe...
by Jeff Goodnow | Aug 18, 2020 | Podcasts
Market chaos often creates strange bubbles and 2020 continues to be a year like no other. In this episode of the Conquer Risk podcast, we explore what’s going on with: Day Trading (the good, the bad, and the ugly) Diversification (what happens when it does not work?)...
by Jeff Goodnow | Aug 11, 2020 | Podcasts
The world is a vastly different place that it was five years ago, and with it – people’s expectations. The bar for a great client experience has risen, has your firm risen with it? In this episode of the Conquer Risk podcast, we explore the key elements to success:...
by Jeff Goodnow | Aug 4, 2020 | Podcasts
As we enter the third quarter of a year now being used as a verb, we look at the top content advisors have gravitated to in the second quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this...
by Jeff Goodnow | Jul 21, 2020 | Podcasts
The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk, podcast we break down the key steps to consider before taking the leap, including:...
