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...
by Jeff Goodnow | Mar 2, 2021 | Jeff, Podcasts
In our “February Hot Takes” podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience, Jennifer Burton, joins host, Jeff...
by Jeff Goodnow | Feb 19, 2021 | Podcasts
There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss this in February’s Hot Takes, along with: Buying Clients Why we were wrong about Cetera We hope you enjoy and follow us on this...
by Manish Khatta | Feb 16, 2021 | Podcasts
Reddit, Robinhood and the rise of meme stocks have brought investments into the news in new ways. With that, have come renewed questions on how custodians make money. While some utilize ticket charges or custody fees, others claim to be free. Since nothing is ever...
by Manish Khatta | Feb 12, 2021 | Christopher, Manish, Podcasts
Welcome to a new series from the Conquer Risk Podcast. There is so much news flying around, we barely have time to process it all. What’s overrated? What’s underrated? We rank: TD Ameritrade Customer Service SEC Advisor Testimonial Rule Vise Recent Round of Funding...
by Manish Khatta | Feb 9, 2021 | Podcasts
It’s a hard truth to face, but the fact is the way advisors communicate to clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future...
