by Manish Khatta | Jul 8, 2021 | Christopher, Manish, Podcasts
It may be the middle of summer break, but the news isn’t slowing down. Grab your (iced) tea and join us as we rank what’s overrated and what’s underrated: Nautical Branding Principal Financial Group Axes RobustWealth for Advisors Betterment Bundle Investopedia Top 100...
by Manish Khatta | Jul 6, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss). As we enter Q3, the Potomac Leadership Team sits down to discuss major...
by Manish Khatta | Jul 2, 2021 | Dan, Kaitlyn, Manish, Podcasts
We’re back with Potomac Couch, and this time we’re led by President Manish Khatta, along with Director of Operations, Kaitlyn Humphries, and Portfolio Manager, Dan Russo! After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200...
by Manish Khatta | Jun 21, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey! Subscribe...
by Manish Khatta | Jun 15, 2021 | Jeff, Manish, Podcasts
From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. So, we decided to commit an...
by Manish Khatta | Jun 11, 2021 | Christopher, Manish, Podcasts
The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as we rank what’s overrated and what’s underrated: Merrill Lynch ends cold calling Vise announces series C funding Altruist raises $50M from the likes of Vanguard...
