by Jeff Goodnow | Jun 16, 2020 | Podcasts
Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world: Prospecting becomes easier when you know your options Creating a great...
by Manish Khatta | Jun 8, 2020 | Podcasts
In this episode of the Conquer Risk podcast we welcome special guest Nina O’Neal of Archer Investment Management. As the founder of the Female Advisor Network, she shares the story of how she brought the organization to life and the fantastic work they are doing in...
by Jeff Goodnow | Jun 3, 2020 | Podcasts
In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including: The S&P 500 crossing it’s 200 day moving average, does it matter? Tech companies are embracing WFH, who’s...
by Manish Khatta | May 26, 2020 | Podcasts
Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much...
by Jeff Goodnow | May 19, 2020 | Podcasts
Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 fairing much better? We break down what’s behind this big question on the Conquer Risk podcast: What is market Cap Indexing? What’s the story with the S&P...
by Manish Khatta | May 12, 2020 | Podcasts
Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit...
