by Manish Khatta | Feb 6, 2024 | Advisors, Investment Management, Manish
On 12/31/2019 our firm has approximately $140 million of AUM/AUA. 4 years later… 12/31/2023 our firm has approximately $1.4 billion of AUM/AUA. Yes, you read that right. We 10x’d the business in four years. The product has been around for a long time. In fact, the...
by Dan Russo, CMT | Dec 7, 2023 | Advisors, Dan
As we move through the holiday season at a pace that could pass for an F1 race, I want to step away from the charts and the markets to highlight the blessings in my life for which I am truly thankful. My wife, Dara: She is literally the glue that keeps everything...
by Christopher Norton | Nov 9, 2023 | Advisors, Christopher
Last month I had the pleasure of speaking at Potomac’s Remix Conference in Omaha, in front of roughly fifty advisors and about a dozen partners. I wouldn’t accuse it of being a planned talk, one of our guest speakers (through no fault of her own) wasn’t able to make...
by Christopher Norton | Jun 15, 2023 | Advisors
It’s December 2019, The Conquer Risk Podcast is in its first season, and we decide to produce the episode “Gear Up” to show off how we make the show. (If you want to up our view count from thirty, please go watch.) Here’s the thing: we don’t use any of what we...
by Dan Russo, CMT | May 25, 2023 | Advisors, Dan, Investment Management, Research
“Stick to the fundamentals. That’s how IBM and Hilton were built.” – Lou Mannheim, Wall Street The quote above is one of the key takeaways from the 1987 hit movie Wall Street. Lou Mannheim implores his young brokers to stick to the fundamentals after they pitch...
by Christopher Norton | May 11, 2023 | Advisors, Christopher
If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
