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...
by Christopher Norton | Oct 27, 2020 | Christopher, Podcasts
From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors. We’ve all used transcription services before, and most of them are garbage. Our guest today, Corey Westphal of Mobile Assistant, claims to not only have a...
by Jeff Goodnow | Oct 20, 2020 | Jeff, Podcasts
While a plethora of systems exist for selecting indicators, we frequently field questions from advisors about our process. In this episode, we discuss how Potomac chooses and uses various indicators, as well as how we combine them: What precisely is an indicator? How...
by Jeff Goodnow | Oct 13, 2020 | Podcasts
As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this journey!Subscribe...
