by Manish Khatta | Mar 17, 2020 | Podcasts
There are a lot of unknowns in this turbulent market, but one item that IS known – is the importance of the tools that enable us to accomplish the important work we do for our clients. In good times. And in bad. In this episode of the Conquer Risk podcast, we sit down...
by Jeff Goodnow | Mar 10, 2020 | Podcasts
In the midst of all the noise about the markets and the virus, one term is getting thrown around a lot: black swan events. So, what’s that? Is it COVID-19? Ebola? A terrorist attack? On this week’s Conquer Risk podcast, we set aside the hype to provide some clarity:...
by Christopher Norton | Mar 3, 2020 | Podcasts
In our recommendations to Advisors on how to best market themselves, we’ve talked a lot about voice. This week, we have special guest Johnny Sandquist of Three Crowns Marketing & Copywriting to discuss not only the importance of finding your voice, but how to...
by Jeff Goodnow | Feb 25, 2020 | Podcasts
There was a great deal of chatter this week from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument: The Data from Cerulli...
by Jeff Goodnow | Feb 18, 2020 | Podcasts
Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast: Why are people so passionate about Calendar Year Returns? What we mean by “Zoom Out.”...
by Jeff Goodnow | Feb 11, 2020 | Podcasts
Potomac went back-to-back at these events in Florida. As we kick off 2020 conferences, we dedicate this episode of the Conquer Risk podcast to discussing who we found at these events and what we learned, including: Did TDA address the merger? Navigating a large event....
