by Jeff Goodnow | Jun 4, 2021 | Chase, Jeff, Martina, 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, Martina, 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...
by Manish Khatta | May 25, 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 Christopher Norton | May 20, 2021 | Christopher, Martina, Podcasts
So, 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 the marketing team react. We hope you enjoy and follow us on this...
by Manish Khatta | May 18, 2021 | Jeff, Manish, Podcasts
It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We’ve taken a different approach. Here is why, how, and the results from this journey. Investment Process Value Add...
