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With the Built to Conquer Risk® Podcast.
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Who Charted?
Webinar Series
Who Are You?
Proust Questionnaire
A podcast
Built to Conquer Risk®
“Great insight and fun format! Keep up the great work, looking forward to the next episode!” – LinkedIn Comment
“What a bunch of unprofessional nonsense.” – X Comment
The Potomac Podcast brings an intelligent and often unexpected approach to exploring the markets, the business of running an RIA, and the wider wealth management industry.
Who Are You? (E4)
Ryan Miller, RICP®
Join us as we adventure to New York with Fairport native Ryan Miller, RICP® and tailgate with a 1976 Ford Bronco.
Who Are You? (E3)
Elizabeth Evanisko, CRC® and Jeff Gelormini
Join us as we adventure to Buffalo, New York with Nova Wealth’s Elizabeth Evanisko, CRC® and Jeff Gelormini in…
Who Are You?
(E2) Ryan Gigous
Join us as we adventure to Lawrence, KS in a 1965 Plymouth Satellite. We share a pint with Financial Advisor Ryan Gigous…
Who Are You?
(E1) Sharon Killion
Join us as we adventure in a 1963 Cadillac Fleetwood to meet Financial Advisor Sharon Killion and learn, “Who Are You?”
Who Charted? (E45)
The Message of the Market
Technology, Energy, Consumer Staples, US Dollar Index, NYSE Net New Highs/Lows, ETF (TLT) Total Return, and more.
Industry Gossip (E28)
Schwab, Goldman Sachs, SmartX and more
Schwab is curbing remote work, SmartX goes to Plan B, “gambling on Goldman Sachs, and more…
The OGs (E7)
Still Building
We just crossed $1B. That’s great, but we’re still building. Manish Khatta and Jeff Goodnow, talk through the company’s continued…
Who Charted? (E44)
The Stock Market Is Not The Economy
S&P 500 ETF, S&P 500 Sectors, Dow Jones Transportation Average, Effective Federal Funds Rate, and more.
The Proust Questionnaire
Patrice Kelly
We’re joined once again by the enigmatic Chief Creative Officer at Snappy Kraken, Patrice Kelly, to explore the questions no one else in the industry…
Industry Gossip (E27)
InvestmentNews, Cetera, Pershing X, and more
Cetera hires Mike Durbin, RightCapital confirms secret SoFi deal, Vise initiates hard reset, Pershing X unveils Wove.
Who Charted? (E43)
Top Heavy? No One Cares!
S&P 500 ETF, S&P 500 Sectors, Dow Jones Transportation Average, S&P 500 and ATRs, Effective Federal Funds Rate, and more.
Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and more.
Who Charted? (E42)
It’s All Relative
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and more.
Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and more.
The OGs (E6)
Growth
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.
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