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...
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...
