by Jeff Goodnow | Sep 22, 2020 | Podcasts
There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio...
by Jeff Goodnow | Sep 15, 2020 | Podcasts
Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one. As we continue to work with...
by Jeff Goodnow | Sep 8, 2020 | Podcasts
As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss: Their merit. Their fallacies. Does it matter? We hope you enjoy and follow us on this journey!Subscribe...
by Christopher Norton | Sep 1, 2020 | Podcasts
There is a vast community of Financial Advisors on social media. While it can be a fun way to stay connected, is there any real value in it? Our Director of Marketing, Christopher Norton, sits down for a series of one-on-one conversations to explore this topic from...
by Jeff Goodnow | Aug 18, 2020 | Podcasts
Market chaos often creates strange bubbles and 2020 continues to be a year like no other. In this episode of the Conquer Risk podcast, we explore what’s going on with: Day Trading (the good, the bad, and the ugly) Diversification (what happens when it does not work?)...
by Jeff Goodnow | Aug 11, 2020 | Podcasts
The world is a vastly different place that it was five years ago, and with it – people’s expectations. The bar for a great client experience has risen, has your firm risen with it? In this episode of the Conquer Risk podcast, we explore the key elements to success:...
