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....
by Christopher Norton | Feb 4, 2020 | Podcasts
When it comes to marketing, most Advisors could benefit from the perspective of a Chief Marketing Officer. But how often is that in the budget? In this episode we discuss the top five ways to replicate the CMO experience without necessitating a big spend: Creating...
by Jeff Goodnow | Jan 28, 2020 | Podcasts
We have received a number of questions since the launch of our season one podcast episode, “HSA – The Next Untapped Market.” Specifically, the Fidelity experience and their new HSA program. Voila, HSA part two: Why is this topic important? The advantage of the...
by Jeff Goodnow | Jan 21, 2020 | Podcasts
Looking at share classes is a bit of a mess. In our third episode this season, we attempt to make sense of it all: Why is the share class concept important to us as an RIA? Why are there so many? Top 4 share classes for Reps and Advisors What’s the future look...
by Jeff Goodnow | Jan 14, 2020 | Podcasts
As big believers in processes and systems, our second episode of season two is dedicated to why every Advisor needs a trading system! Self-awareness – What are the goals? Temperament – Deciding what to trade. Style – Time commitment. Adherence – Sticking...
