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...
by Jeff Goodnow | May 5, 2020 | Podcasts
There are many definitions floating around of what constitutes a bear (or a bull) market. So, how do you know if you’re actually in one? In this episode of the Conquer Risk podcast we discuss: What specifically made us stop and think about this. What is Potomac’s...
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...
