by Manish Khatta | Mar 29, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
2021 has seen a dynamic evolution of Potomac’s business and phenomenal growth in this podcast, but (we) don’t quit no! (we) just press harder: Build in Public Operational Advancements Marketing Engagement New Managers New Hires What’s Next We hope you...
by Manish Khatta | Mar 22, 2021 | Jeff, Manish, Podcasts
In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called...
by Manish Khatta | Mar 17, 2021 | Christopher, Manish, Podcasts
We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank: Apex goes public YCharts adds SMA data Orion buys Hidden Levers Riskalyze launches Build My Tech Stack Walmart rolls out FinTech We hope you enjoy and follow us on this journey!Subscribe...
by Manish Khatta | Feb 12, 2021 | Christopher, Manish, Podcasts
Welcome to a new series from the Conquer Risk Podcast. There is so much news flying around, we barely have time to process it all. What’s overrated? What’s underrated? We rank: TD Ameritrade Customer Service SEC Advisor Testimonial Rule Vise Recent Round of Funding...
