(feat.)
Penny Phillips

by Manish Khatta | Nov 8, 2021 | Christopher, Manish, Podcasts

We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her...

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

by Manish Khatta | Nov 5, 2021 | Christopher, Manish, Podcasts

New wealth festival “Future Proof,” Envestnet-backed Medicare startup, Squid Game crypto scam, Potomac leads with transparency, and...

Who Charted? (E13)
The Bears are Hibernating

by Manish Khatta | Nov 2, 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!...

Who Charted? (E12)
The Reflation Theme is Back Baby!

by Manish Khatta | Oct 19, 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!...

Introducing
The OGs (E1)

by Manish Khatta | Oct 15, 2021 | Christopher, Jeff, Jen, Manish, Podcasts

The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and...

Who Charted? (E11)
Will the Decline Deepen?

by Manish Khatta | Oct 5, 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!...