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Who are you?

Serious doesn’t have to mean boring. Join us as we adventure with some of the most dynamic people in wealth management. If you want to learn more, click here.

Showing slide 1 of 1
A warm, inviting shot inside a rustic bar or tavern setting featuring two people interacting across a long wooden bar top. On the left, a smiling man with short hair and tinted glasses wears a grey button-down shirt over a black apron, leaning against the bar. On the right, a blonde woman in a textured burgundy blouse sits at the bar, laughing and looking toward the man. Between them on the polished wooden counter sit two glasses of amber-colored wine and a small glowing candle holder. The background shows exposed brick walls, hanging glassware, decorative gourds, an autumnal door wreath, and black pendant lights casting a cozy glow over the scene.

Video

Who Are You? (E13) Janet Goulart, RICP®, CLTC®, LUTCF®

Christopher Norton

Mar 19, 2026

Video

Who Are You? (E12) Jeff Goodnow

Christopher Norton

Jan 22, 2026

Video

Who Are You? (E11) Chad Disbennett, CFP®

Christopher Norton

Nov 12, 2025

Dan Russo and Christopher Norton

Video

Who Are You? (E10) Dan Russo,CMT®

Christopher Norton

Aug 20, 2025

Christopher Meets Robert Sofia

Video

Who Are You? (E9) Robert Sofia

Christopher Norton

Jun 11, 2025

Christopher meets Chanda Sour

Video

Who Are You? (E8) Chanda Sour

Christopher Norton

Apr 24, 2025

Christopher meets Alisa Zelaya-Perez and Gilbert Perez

Video

Who Are You? (E7) Alisa Zelaya-Perez and Gilbert Perez

Christopher Norton

Mar 13, 2025

Christopher Nortion in car with Aaron Cirksena

Video

Who Are You? (E6) Aaron Cirksena

Christopher Norton

Jan 23, 2025

Christopher meets with the CEO of Potomac Manish Khatta

Video

Who Are You? (E5) Manish Khatta

Christopher Norton

Dec 12, 2024

Christopher meets with Ryan Miller

Video

Who Are You? (E4) Ryan Miller, RICP®

Christopher Norton

Nov 14, 2024

Video

Who Are You? (E3) Elizabeth Evanisko, CRC® and Jeff Gelormini

Christopher Norton

Oct 17, 2024

Christopher meets with Ryan Gigouis

Video

Who Are You? (E2) Ryan Gigous

Christopher Norton

Sep 19, 2024

Christopher meets with Sharon Killion

Video

Who Are You? (E1) Sharon Killion

Christopher Norton

Aug 15, 2024

Showing slide 1 of 1
A warm, inviting shot inside a rustic bar or tavern setting featuring two people interacting across a long wooden bar top. On the left, a smiling man with short hair and tinted glasses wears a grey button-down shirt over a black apron, leaning against the bar. On the right, a blonde woman in a textured burgundy blouse sits at the bar, laughing and looking toward the man. Between them on the polished wooden counter sit two glasses of amber-colored wine and a small glowing candle holder. The background shows exposed brick walls, hanging glassware, decorative gourds, an autumnal door wreath, and black pendant lights casting a cozy glow over the scene.

Video

Who Are You? (E13) Janet Goulart, RICP®, CLTC®, LUTCF®

Christopher Norton

Mar 19, 2026

Video

Who Are You? (E12) Jeff Goodnow

Christopher Norton

Jan 22, 2026

Video

Who Are You? (E11) Chad Disbennett, CFP®

Christopher Norton

Nov 12, 2025

Dan Russo and Christopher Norton

Video

Who Are You? (E10) Dan Russo,CMT®

Christopher Norton

Aug 20, 2025

Christopher Meets Robert Sofia

Video

Who Are You? (E9) Robert Sofia

Christopher Norton

Jun 11, 2025

Christopher meets Chanda Sour

Video

Who Are You? (E8) Chanda Sour

Christopher Norton

Apr 24, 2025

Christopher meets Alisa Zelaya-Perez and Gilbert Perez

Video

Who Are You? (E7) Alisa Zelaya-Perez and Gilbert Perez

Christopher Norton

Mar 13, 2025

Christopher Nortion in car with Aaron Cirksena

Video

Who Are You? (E6) Aaron Cirksena

Christopher Norton

Jan 23, 2025

Christopher meets with the CEO of Potomac Manish Khatta

Video

Who Are You? (E5) Manish Khatta

Christopher Norton

Dec 12, 2024

Christopher meets with Ryan Miller

Video

Who Are You? (E4) Ryan Miller, RICP®

Christopher Norton

Nov 14, 2024

Video

Who Are You? (E3) Elizabeth Evanisko, CRC® and Jeff Gelormini

Christopher Norton

Oct 17, 2024

Christopher meets with Ryan Gigouis

Video

Who Are You? (E2) Ryan Gigous

Christopher Norton

Sep 19, 2024

Christopher meets with Sharon Killion

Video

Who Are You? (E1) Sharon Killion

Christopher Norton

Aug 15, 2024

Showing slide 1 of 1
A warm, inviting shot inside a rustic bar or tavern setting featuring two people interacting across a long wooden bar top. On the left, a smiling man with short hair and tinted glasses wears a grey button-down shirt over a black apron, leaning against the bar. On the right, a blonde woman in a textured burgundy blouse sits at the bar, laughing and looking toward the man. Between them on the polished wooden counter sit two glasses of amber-colored wine and a small glowing candle holder. The background shows exposed brick walls, hanging glassware, decorative gourds, an autumnal door wreath, and black pendant lights casting a cozy glow over the scene.

Video

Who Are You? (E13) Janet Goulart, RICP®, CLTC®, LUTCF®

Christopher Norton

Mar 19, 2026

Video

Who Are You? (E12) Jeff Goodnow

Christopher Norton

Jan 22, 2026

Video

Who Are You? (E11) Chad Disbennett, CFP®

Christopher Norton

Nov 12, 2025

Dan Russo and Christopher Norton

Video

Who Are You? (E10) Dan Russo,CMT®

Christopher Norton

Aug 20, 2025

Christopher Meets Robert Sofia

Video

Who Are You? (E9) Robert Sofia

Christopher Norton

Jun 11, 2025

Christopher meets Chanda Sour

Video

Who Are You? (E8) Chanda Sour

Christopher Norton

Apr 24, 2025

Christopher meets Alisa Zelaya-Perez and Gilbert Perez

Video

Who Are You? (E7) Alisa Zelaya-Perez and Gilbert Perez

Christopher Norton

Mar 13, 2025

Christopher Nortion in car with Aaron Cirksena

Video

Who Are You? (E6) Aaron Cirksena

Christopher Norton

Jan 23, 2025

Christopher meets with the CEO of Potomac Manish Khatta

Video

Who Are You? (E5) Manish Khatta

Christopher Norton

Dec 12, 2024

Christopher meets with Ryan Miller

Video

Who Are You? (E4) Ryan Miller, RICP®

Christopher Norton

Nov 14, 2024

Video

Who Are You? (E3) Elizabeth Evanisko, CRC® and Jeff Gelormini

Christopher Norton

Oct 17, 2024

Christopher meets with Ryan Gigouis

Video

Who Are You? (E2) Ryan Gigous

Christopher Norton

Sep 19, 2024

Christopher meets with Sharon Killion

Video

Who Are You? (E1) Sharon Killion

Christopher Norton

Aug 15, 2024

conquer risk podcast

Showing slide 1 of 1
A multi-panel promotional graphic featuring black-and-white podcast video stills arranged in a grid separated by thick black borders and solid yellow accent blocks. A vertical yellow bar on the far left contains the bold black text "BUILT TO CONQUER RISK®". The largest video pane at the top center shows a bald man in a suit and striped tie speaking into a studio microphone while gesturing toward a small bobblehead on the desk. Other panes feature close-up details of a desk with a toy car, a side profile of a man wearing glasses speaking into a microphone, and a wider shot of both men interacting in the studio. A small black geometric logo sits in the lower-right yellow accent block.

Podcast

Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs | Conquer Risk Podcast S7 E14

Christopher Norton

Jun 3, 2026

A promotional graphic layout with a yellow and black color scheme featuring black-and-white photography from a video interview. The left side displays a large panel showing a smiling, man in a suit and tie sitting in front of a podcast microphone. The bottom left features a solid yellow block with the slogan "BUILT TO CONQUER RISK®" in bold black text. The right side is split vertically into three smaller sections: a wide top frame showing a behind-the-scenes view of the two men sitting at an outdoor desk with cameras, a middle yellow block featuring a geometric interlocking logo next to the word "POTOMAC," and a bottom frame showing a close-up of the second speaker, a man with glasses and styled hair, smiling into his microphone.

Podcast

Video

Q2 Business Updates | Conquer Risk Podcast S7 E13

Christopher Norton

May 20, 2026

A promotional graphic layout with a mint green and black color scheme featuring black-and-white photography of professional interviews. The far-left column consists of a solid green block with the vertical text "BUILT TO CONQUER RISK®". The central section features a large upper frame showing a smiling man with glasses speaking into a podcast microphone, positioned above a smaller horizontal green bar and a lower frame showing three men in suits posing together in front of a geometric logo wall. The right column is split into an upper segment of a bald man laughing, a middle segment of a man in a patterned blazer laughing into a microphone, and a lower green block featuring a small black interlocking geometric logo.

Podcast

Video

Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck | Conquer Risk Podcast S7 E12

Christopher Norton

May 6, 2026

A promotional graphic layout with a light blue and black color scheme featuring black-and-white lifestyle and interview photography. The far-left column consists of a solid blue block containing the vertical text "BUILT TO CONQUER RISK®". The center section features a large upper frame showing a smiling, bearded man in a plaid blazer sitting in front of a podcast microphone, separated by a horizontal blue bar from a lower frame showing two empty studio microphones on a table against a wood-paneled wall. The right column includes a top frame of a laptop set up on a beach table, a middle frame of a laughing woman wearing headphones around her neck, and a bottom blue block containing a small black interlocking geometric logo.

Podcast

B$B Rebroadcast | Conquer Risk Podcast S7 E11

Christopher Norton

Apr 22, 2026

Podcast

Video

Guardrails by Potomac | Conquer Risk Podcast S7 E10

Christopher Norton

Apr 8, 2026

Podcast

Weighing Machine Rebroadcast | Conquer Risk Podcast S7 E9

Christopher Norton

Mar 24, 2026

Podcast

Video

Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT® | S7 E8

Christopher Norton

Mar 11, 2026

Podcast

Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast | S7 E7 Conquer Risk Podcast

Manish Khatta

Feb 25, 2026

Podcast

Video

BondBloxx | Tools to Empower Smart Fixed Income Investors | S7 E6 Conquer Risk Podcast

Christopher Norton

Feb 11, 2026

Podcast

Why I Picked Up the Pen? | Conquer Risk Podcast S7 E5

Christopher Norton

Jan 28, 2026

Podcast

Video

Stacy Havener: The Mindset Behind Building a Business | Conquer Risk Podcast S7 E4

Christopher Norton

Jan 14, 2026

Podcast

Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta | Conquer Risk Podcast

Manish Khatta

Jan 7, 2026

Podcast

Video

Boosting Advisor Efficiency with AI: Insights from Jason Wenk | Conquer Risk Podcast S7 E3

Christopher Norton

Dec 17, 2025

Podcast

Are Conferences Worth It? | Conquer Risk Podcast S7 E2

Christopher Norton

Dec 3, 2025

Podcast

Dan Russo, CMT, Named Co-CIO | Conquer Risk Podcast S7 E1

Christopher Norton

Nov 19, 2025

Showing slide 1 of 1
A multi-panel promotional graphic featuring black-and-white podcast video stills arranged in a grid separated by thick black borders and solid yellow accent blocks. A vertical yellow bar on the far left contains the bold black text "BUILT TO CONQUER RISK®". The largest video pane at the top center shows a bald man in a suit and striped tie speaking into a studio microphone while gesturing toward a small bobblehead on the desk. Other panes feature close-up details of a desk with a toy car, a side profile of a man wearing glasses speaking into a microphone, and a wider shot of both men interacting in the studio. A small black geometric logo sits in the lower-right yellow accent block.

Podcast

Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs | Conquer Risk Podcast S7 E14

Christopher Norton

Jun 3, 2026

A promotional graphic layout with a yellow and black color scheme featuring black-and-white photography from a video interview. The left side displays a large panel showing a smiling, man in a suit and tie sitting in front of a podcast microphone. The bottom left features a solid yellow block with the slogan "BUILT TO CONQUER RISK®" in bold black text. The right side is split vertically into three smaller sections: a wide top frame showing a behind-the-scenes view of the two men sitting at an outdoor desk with cameras, a middle yellow block featuring a geometric interlocking logo next to the word "POTOMAC," and a bottom frame showing a close-up of the second speaker, a man with glasses and styled hair, smiling into his microphone.

Podcast

Video

Q2 Business Updates | Conquer Risk Podcast S7 E13

Christopher Norton

May 20, 2026

A promotional graphic layout with a mint green and black color scheme featuring black-and-white photography of professional interviews. The far-left column consists of a solid green block with the vertical text "BUILT TO CONQUER RISK®". The central section features a large upper frame showing a smiling man with glasses speaking into a podcast microphone, positioned above a smaller horizontal green bar and a lower frame showing three men in suits posing together in front of a geometric logo wall. The right column is split into an upper segment of a bald man laughing, a middle segment of a man in a patterned blazer laughing into a microphone, and a lower green block featuring a small black interlocking geometric logo.

Podcast

Video

Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck | Conquer Risk Podcast S7 E12

Christopher Norton

May 6, 2026

A promotional graphic layout with a light blue and black color scheme featuring black-and-white lifestyle and interview photography. The far-left column consists of a solid blue block containing the vertical text "BUILT TO CONQUER RISK®". The center section features a large upper frame showing a smiling, bearded man in a plaid blazer sitting in front of a podcast microphone, separated by a horizontal blue bar from a lower frame showing two empty studio microphones on a table against a wood-paneled wall. The right column includes a top frame of a laptop set up on a beach table, a middle frame of a laughing woman wearing headphones around her neck, and a bottom blue block containing a small black interlocking geometric logo.

Podcast

B$B Rebroadcast | Conquer Risk Podcast S7 E11

Christopher Norton

Apr 22, 2026

Podcast

Video

Guardrails by Potomac | Conquer Risk Podcast S7 E10

Christopher Norton

Apr 8, 2026

Podcast

Weighing Machine Rebroadcast | Conquer Risk Podcast S7 E9

Christopher Norton

Mar 24, 2026

Podcast

Video

Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT® | S7 E8

Christopher Norton

Mar 11, 2026

Podcast

Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast | S7 E7 Conquer Risk Podcast

Manish Khatta

Feb 25, 2026

Podcast

Video

BondBloxx | Tools to Empower Smart Fixed Income Investors | S7 E6 Conquer Risk Podcast

Christopher Norton

Feb 11, 2026

Podcast

Why I Picked Up the Pen? | Conquer Risk Podcast S7 E5

Christopher Norton

Jan 28, 2026

Podcast

Video

Stacy Havener: The Mindset Behind Building a Business | Conquer Risk Podcast S7 E4

Christopher Norton

Jan 14, 2026

Podcast

Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta | Conquer Risk Podcast

Manish Khatta

Jan 7, 2026

Podcast

Video

Boosting Advisor Efficiency with AI: Insights from Jason Wenk | Conquer Risk Podcast S7 E3

Christopher Norton

Dec 17, 2025

Podcast

Are Conferences Worth It? | Conquer Risk Podcast S7 E2

Christopher Norton

Dec 3, 2025

Podcast

Dan Russo, CMT, Named Co-CIO | Conquer Risk Podcast S7 E1

Christopher Norton

Nov 19, 2025

Showing slide 1 of 1
A multi-panel promotional graphic featuring black-and-white podcast video stills arranged in a grid separated by thick black borders and solid yellow accent blocks. A vertical yellow bar on the far left contains the bold black text "BUILT TO CONQUER RISK®". The largest video pane at the top center shows a bald man in a suit and striped tie speaking into a studio microphone while gesturing toward a small bobblehead on the desk. Other panes feature close-up details of a desk with a toy car, a side profile of a man wearing glasses speaking into a microphone, and a wider shot of both men interacting in the studio. A small black geometric logo sits in the lower-right yellow accent block.

Podcast

Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs | Conquer Risk Podcast S7 E14

Christopher Norton

Jun 3, 2026

A promotional graphic layout with a yellow and black color scheme featuring black-and-white photography from a video interview. The left side displays a large panel showing a smiling, man in a suit and tie sitting in front of a podcast microphone. The bottom left features a solid yellow block with the slogan "BUILT TO CONQUER RISK®" in bold black text. The right side is split vertically into three smaller sections: a wide top frame showing a behind-the-scenes view of the two men sitting at an outdoor desk with cameras, a middle yellow block featuring a geometric interlocking logo next to the word "POTOMAC," and a bottom frame showing a close-up of the second speaker, a man with glasses and styled hair, smiling into his microphone.

Podcast

Video

Q2 Business Updates | Conquer Risk Podcast S7 E13

Christopher Norton

May 20, 2026

A promotional graphic layout with a mint green and black color scheme featuring black-and-white photography of professional interviews. The far-left column consists of a solid green block with the vertical text "BUILT TO CONQUER RISK®". The central section features a large upper frame showing a smiling man with glasses speaking into a podcast microphone, positioned above a smaller horizontal green bar and a lower frame showing three men in suits posing together in front of a geometric logo wall. The right column is split into an upper segment of a bald man laughing, a middle segment of a man in a patterned blazer laughing into a microphone, and a lower green block featuring a small black interlocking geometric logo.

Podcast

Video

Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck | Conquer Risk Podcast S7 E12

Christopher Norton

May 6, 2026

A promotional graphic layout with a light blue and black color scheme featuring black-and-white lifestyle and interview photography. The far-left column consists of a solid blue block containing the vertical text "BUILT TO CONQUER RISK®". The center section features a large upper frame showing a smiling, bearded man in a plaid blazer sitting in front of a podcast microphone, separated by a horizontal blue bar from a lower frame showing two empty studio microphones on a table against a wood-paneled wall. The right column includes a top frame of a laptop set up on a beach table, a middle frame of a laughing woman wearing headphones around her neck, and a bottom blue block containing a small black interlocking geometric logo.

Podcast

B$B Rebroadcast | Conquer Risk Podcast S7 E11

Christopher Norton

Apr 22, 2026

Podcast

Video

Guardrails by Potomac | Conquer Risk Podcast S7 E10

Christopher Norton

Apr 8, 2026

Podcast

Weighing Machine Rebroadcast | Conquer Risk Podcast S7 E9

Christopher Norton

Mar 24, 2026

Podcast

Video

Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT® | S7 E8

Christopher Norton

Mar 11, 2026

Podcast

Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast | S7 E7 Conquer Risk Podcast

Manish Khatta

Feb 25, 2026

Podcast

Video

BondBloxx | Tools to Empower Smart Fixed Income Investors | S7 E6 Conquer Risk Podcast

Christopher Norton

Feb 11, 2026

Podcast

Why I Picked Up the Pen? | Conquer Risk Podcast S7 E5

Christopher Norton

Jan 28, 2026

Podcast

Video

Stacy Havener: The Mindset Behind Building a Business | Conquer Risk Podcast S7 E4

Christopher Norton

Jan 14, 2026

Podcast

Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta | Conquer Risk Podcast

Manish Khatta

Jan 7, 2026

Podcast

Video

Boosting Advisor Efficiency with AI: Insights from Jason Wenk | Conquer Risk Podcast S7 E3

Christopher Norton

Dec 17, 2025

Podcast

Are Conferences Worth It? | Conquer Risk Podcast S7 E2

Christopher Norton

Dec 3, 2025

Podcast

Dan Russo, CMT, Named Co-CIO | Conquer Risk Podcast S7 E1

Christopher Norton

Nov 19, 2025

industry gossip

Showing slide 1 of 1

Podcast

Video

Industry Gossip (E29)

Christopher Norton

Dec 10, 2025

Podcast

Video

Industry Gossip (E28) Schwab, Goldman Sachs, SmartX and more

Christopher Norton

Aug 4, 2023

Podcast

Video

Industry Gossip (E27) InvestmentNews, Cetera, Pershing X, and more

Christopher Norton

Jun 16, 2023

Podcast

Video

Industry Gossip (E26) The Oracle, Envestnet, Nitrogen, and more

Christopher Norton

May 26, 2023

Podcast

Video

Industry Gossip (E25) Skience, Altruist, Beetlejuice, and more

Christopher Norton

Apr 28, 2023

Podcast

Video

Industry Gossip (E24) Altruist, Orion, and Vise

Christopher Norton

Mar 10, 2023

Podcast

Video

Industry Gossip (E23) Schwab, Toews, Betterment, and More

Christopher Norton

Feb 24, 2023

Podcast

Video

Industry Gossip (E22) SEC Crackdown, FTX, Arta, and More

Christopher Norton

Dec 2, 2022

Podcast

Video

Industry Gossip (E21) InvestmentNews, Elon Musk, Riskalyze, and More

Christopher Norton

Nov 11, 2022

Podcast

Video

Industry Gossip (E20) Kim Kardashian, Cash, Fractional Work, and More

Christopher Norton

Oct 7, 2022

Podcast

Video

Industry Gossip (E19) AdviceTech Live, Altruist, TDFs, and more

Manish Khatta

Sep 9, 2022

Podcast

Video

Industry Gossip (E18) Envestnet, Adhesion, Blackrock, and more

Christopher Norton

Aug 12, 2022

Podcast

Video

Industry Gossip (E17) SMartX, Orion, TIFIN, and more

Christopher Norton

Jun 3, 2022

Podcast

Video

Industry Gossip (E16) Redtail, Twitter, Snappy Kraken, and more

Christopher Norton

May 3, 2022

Podcast

Video

Industry Gossip (E15) WealthOS, Goldman Sachs, Wealthbox, and more

Christopher Norton

Apr 15, 2022

Podcast

Video

Industry Gossip (E14) Onramp, Choir, Vise, and more

Christopher Norton

Mar 18, 2022

Podcast

Video

Industry Gossip (E13) Orion, Wealthfront, Research by Potomac, and more

Christopher Norton

Feb 18, 2022

Podcast

Video

Industry Gossip (E12) Facet Wealth, Skience, and more

Christopher Norton

Jan 21, 2022

Podcast

Video

Industry Gossip (E11) BasisCode, Morningstar, Docupace and more

Christopher Norton

Dec 2, 2021

Podcast

Video

Industry Gossip (E10) Future Proof, Healthpilot, Squid, and more.

Christopher Norton

Nov 5, 2021

Podcast

Video

Industry Gossip (E9) O'Shaughnessy, AssetMark, FiComm and more

Christopher Norton

Oct 1, 2021

Podcast

Video

Industry Gossip (E8) Texting, Riskalyze, Fall Events and more

Christopher Norton

Aug 31, 2021

Podcast

Video

Industry Gossip (E7) Carson Group, Dynasty, Schwab, and more

Christopher Norton

Aug 2, 2021

Podcast

Video

Industry Gossip (E6) Investopedia Top 100, RobustWealth and more

Christopher Norton

Jul 8, 2021

Podcast

Video

Industry Gossip (E5) Merrill Lynch, Snappy Kraken, Altruist and more

Christopher Norton

Jun 11, 2021

Podcast

Video

Industry Gossip (E4) Riskalyze, Berkshire Boys, and more.

Christopher Norton

May 14, 2021

Podcast

Video

Industry Gossip (E3) Rithotlz, Google, RevBuilder360, and more

Christopher Norton

Apr 16, 2021

Podcast

Video

Industry Gossip (E2) Hidden Levers, Apex, Walmart, and more

Christopher Norton

Mar 17, 2021

Podcast

Video

Industry Gossip (E1) TD, Testimonials, Vise, and more

Christopher Norton

Feb 12, 2021

Showing slide 1 of 1

Podcast

Video

Industry Gossip (E29)

Christopher Norton

Dec 10, 2025

Podcast

Video

Industry Gossip (E28) Schwab, Goldman Sachs, SmartX and more

Christopher Norton

Aug 4, 2023

Podcast

Video

Industry Gossip (E27) InvestmentNews, Cetera, Pershing X, and more

Christopher Norton

Jun 16, 2023

Podcast

Video

Industry Gossip (E26) The Oracle, Envestnet, Nitrogen, and more

Christopher Norton

May 26, 2023

Podcast

Video

Industry Gossip (E25) Skience, Altruist, Beetlejuice, and more

Christopher Norton

Apr 28, 2023

Podcast

Video

Industry Gossip (E24) Altruist, Orion, and Vise

Christopher Norton

Mar 10, 2023

Podcast

Video

Industry Gossip (E23) Schwab, Toews, Betterment, and More

Christopher Norton

Feb 24, 2023

Podcast

Video

Industry Gossip (E22) SEC Crackdown, FTX, Arta, and More

Christopher Norton

Dec 2, 2022

Podcast

Video

Industry Gossip (E21) InvestmentNews, Elon Musk, Riskalyze, and More

Christopher Norton

Nov 11, 2022

Podcast

Video

Industry Gossip (E20) Kim Kardashian, Cash, Fractional Work, and More

Christopher Norton

Oct 7, 2022

Podcast

Video

Industry Gossip (E19) AdviceTech Live, Altruist, TDFs, and more

Manish Khatta

Sep 9, 2022

Podcast

Video

Industry Gossip (E18) Envestnet, Adhesion, Blackrock, and more

Christopher Norton

Aug 12, 2022

Podcast

Video

Industry Gossip (E17) SMartX, Orion, TIFIN, and more

Christopher Norton

Jun 3, 2022

Podcast

Video

Industry Gossip (E16) Redtail, Twitter, Snappy Kraken, and more

Christopher Norton

May 3, 2022

Podcast

Video

Industry Gossip (E15) WealthOS, Goldman Sachs, Wealthbox, and more

Christopher Norton

Apr 15, 2022

Podcast

Video

Industry Gossip (E14) Onramp, Choir, Vise, and more

Christopher Norton

Mar 18, 2022

Podcast

Video

Industry Gossip (E13) Orion, Wealthfront, Research by Potomac, and more

Christopher Norton

Feb 18, 2022

Podcast

Video

Industry Gossip (E12) Facet Wealth, Skience, and more

Christopher Norton

Jan 21, 2022

Podcast

Video

Industry Gossip (E11) BasisCode, Morningstar, Docupace and more

Christopher Norton

Dec 2, 2021

Podcast

Video

Industry Gossip (E10) Future Proof, Healthpilot, Squid, and more.

Christopher Norton

Nov 5, 2021

Podcast

Video

Industry Gossip (E9) O'Shaughnessy, AssetMark, FiComm and more

Christopher Norton

Oct 1, 2021

Podcast

Video

Industry Gossip (E8) Texting, Riskalyze, Fall Events and more

Christopher Norton

Aug 31, 2021

Podcast

Video

Industry Gossip (E7) Carson Group, Dynasty, Schwab, and more

Christopher Norton

Aug 2, 2021

Podcast

Video

Industry Gossip (E6) Investopedia Top 100, RobustWealth and more

Christopher Norton

Jul 8, 2021

Podcast

Video

Industry Gossip (E5) Merrill Lynch, Snappy Kraken, Altruist and more

Christopher Norton

Jun 11, 2021

Podcast

Video

Industry Gossip (E4) Riskalyze, Berkshire Boys, and more.

Christopher Norton

May 14, 2021

Podcast

Video

Industry Gossip (E3) Rithotlz, Google, RevBuilder360, and more

Christopher Norton

Apr 16, 2021

Podcast

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Industry Gossip (E2) Hidden Levers, Apex, Walmart, and more

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company

About

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Solutions

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Guardrails

Funds

Union

TAMP

SDBA

NEW

SDBA Webinar

Resources

ADV Part 2

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GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc.

All Rights Reserved.

Privacy Policy

(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

About

Blog

Events

Careers

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

NEW

SDBA Webinar

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc. All Rights Reserved.

Privacy Policy