by Manish Khatta | Feb 29, 2024 | Advisors, Manish
I have always subscribed to Marcus Lemonis’ three P’s of business: people, process, and product. After taking over the company in 2017, I focused on the process and product part of this equation. I have always thought if you nail the process and product portion,...
by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
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...
