by Christopher Norton | Apr 28, 2020 | Podcasts
Many advisory practices and small businesses consider the pros and cons of their spouse as a staff member. But just as many, are afraid to take the leap. Today we sit down with Lake Avenue Financial VP of Operations Rosa Chalekian, to discuss the success, challenges,...
by Jeff Goodnow | Apr 21, 2020 | Podcasts
As we enter the second quarter of 2020 in unprecedented times, we look at the top content advisors have gravitated to in the first 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!...
by Jeff Goodnow | Apr 14, 2020 | Podcasts
In a follow up to our Season Two premiere, we continue our series on “The Making of an Investment Platform.” It is an exciting experience to share this in-process, and we’re eager to provide several key updates in this episode including: Platform...
by Jeff Goodnow | Apr 7, 2020 | Podcasts
This episode of the Conquer Risk podcast takes on a slightly different form as we discuss multiple topics currently in the news and the potential impact on Advisors: CARES Act SBA Loans Head-Fakes What could be a New Paradigm We hope you enjoy and follow us on this...
by Manish Khatta | Mar 31, 2020 | Podcasts
Risk Management is a term that gets thrown around a lot these days, but at Potomac – it’s more than a marketing term. It’s who we are. In this episode of the Conquer Risk podcast, we discuss what this means, the math behind it, and statistics that support its...
by Jeff Goodnow | Mar 24, 2020 | Podcasts
While everyone is talking about Social Distancing these days, we wanted to take a different approach. This time demands we take certain steps, but rather than focus on the disruption there is an opportunity to embrace it as a chance to evolve (and grow!) your...
