by Manish Khatta | Mar 22, 2021 | Jeff, Manish, Podcasts
In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called...
by Manish Khatta | Mar 17, 2021 | Christopher, Manish, Podcasts
We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank: Apex goes public YCharts adds SMA data Orion buys Hidden Levers Riskalyze launches Build My Tech Stack Walmart rolls out FinTech We hope you enjoy and follow us on this journey!Subscribe...
by Manish Khatta | Mar 16, 2021 | Podcasts
Benchmarking in this industry has become a mess. To solve this, we’re taking our usual subtle approach: burning it to the ground and building something better. Why benchmarking is broken Why newer approaches are flawed How we’ve solved this for Potomac We hope...
by Christopher Norton | Mar 12, 2021 | Christopher, Martina, Podcasts
Financial Advisors often ask us about marketing, but we don’t sell marketing services. So, since we’ve always valued transparency, we figured why don’t we just show you what we do? The successes, the failures, all of it. In the first episode of this new series, we set...
by Manish Khatta | Mar 8, 2021 | Podcasts
Last Friday the SEC approved the new RIA Testimonial rule, which will go into effect May 4th of this year. What does this mean for Advisors? Is there a genuine opportunity here, or is it all flash? We discuss: Types of Testimonials How it could be used in your...
by Manish Khatta | Mar 5, 2021 | Christopher, Jeff, Jen, Kaitlyn, Martina, Podcasts
Ever wish you read more? We did, so we started a book club. This series from the Conquer Risk Podcast will feature the full Potomac team, as we explore stories (we hope) will make us better at what we do. In our inaugural episode, we share our takeaways from...
