by Manish Khatta | Dec 2, 2020 | Podcasts
The abrupt closer of Oranj left a number of Advisors scrambling. While a challenging situation, we discuss how this should serve as a larger wakeup call for the industry: What went wrong with Oranj What this means for the future of Fintech What Advisors should be...
by Manish Khatta | Nov 24, 2020 | Podcasts
Seasonality trading is a term that gets thrown around a lot, but what exactly is it? And can you (or should you) build a trading system around it? We look at specific examples: Individual Holidays Month/Quarter End Presidential Seasonality We hope you enjoy and follow...
by Christopher Norton | Nov 18, 2020 | Podcasts
We’ve debated whether social media is a good use of time, but however you’re engaged you must be compliant. You also want to be timely, collaborative, and hopefully effective. Our guest today, Ben Pankonin of Social Assurance, has built a technology for the financial...
by Manish Khatta | Nov 11, 2020 | Podcasts
Sometimes our life experiences throw us a topic and we just have to talk about it. From individual users to small businesses, it seems like pricing never seems to favor the little guy: Software subscriptions Booking fees and tipping Hidden charges Help your clients be...
by Christopher Norton | Nov 4, 2020 | Podcasts
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings. One opportunity we don’t...
by Manish Khatta | Oct 31, 2020 | Podcasts
We speak with advisors every day, and much like the conversations they have with their clients, elections and presidential events always work their way into the discussion. In this special episode of the Conquer Risk podcast, we discuss the top word that comes to...