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...

Drinks Well with Operations (E3)
A Day in the Life

by Jennifer Burton | Oct 12, 2021 | Jen, Kaitlyn, Podcasts

In our third outing on the Drinks Well podcast, our Operations team breaks down their typical workday. We discuss the creation of intentional overlap as we provide service across the country and where there is separation of...

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!...

Industry Gossip (E9)
O’Shaughnessy, AssetMark, FiComm and more

by Manish Khatta | Oct 1, 2021 | Christopher, Manish, Podcasts

AssetMark creates SMA Mini-market, 2022 Market Outlook pay-for-play, Franklin Templeton buy O’Shaughnessy Asset Management, and...

Build in Public (E7)
The 500/100 Club

by Christopher Norton | Sep 28, 2021 | Christopher, Martina, Podcasts

This summer we crossed two important milestones within about a week: $500M AUM/AUA and 100 episodes of the Conquer Risk...