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...
by Manish Khatta | Jun 8, 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 Jeff Goodnow | Jun 4, 2021 | Chase, Jeff, Podcasts
We’re back with Potomac Couch! After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback. We picked four clips at random and let members of our team react. We hope...
by Manish Khatta | Jun 1, 2021 | Manish, Podcasts
We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately. Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience....
by Christopher Norton | May 27, 2021 | Christopher, Podcasts
On Monday May 24th, Potomac launched Bull Bear cereal. Not your everyday brand awareness project for an investment strategist, we discuss: Why we did it How we did it Success and failures We hope you enjoy and follow us on this journey! Subscribe in Google...
