by Manish Khatta | Aug 24, 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!...
by Jennifer Burton | Aug 17, 2021 | Jen, Kaitlyn, Podcasts
As you grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how they’re working to improve. So grab your favorite drink and join us as we discuss:...
by Jeff Goodnow | Aug 10, 2021 | Jeff, Manish, Podcasts
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. Advisors need to facilitate dynamic, ongoing planning...
by Manish Khatta | Aug 9, 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!...
by Manish Khatta | Aug 2, 2021 | Christopher, Manish, Podcasts
It’s almost back to school, but we’re not done with summer news just yet. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated: AssetMark Closes on the Acquisition of Voyant (globalnewswire.com) Schwab Taking $200 Million Charge for...
by Christopher Norton | Jul 29, 2021 | Christopher, Jen, Podcasts
We’re back with Potomac Couch, and this time Director of Marketing, Christopher Norton, returns along with Director of Client Experience, Jennifer Burton, and Operations Associate Chelsea, Newcomb! After nearly 100 episodes of the Conquer Risk podcast… what do you do...
