Conquer Risk Podcast

Potomac Studios
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Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.  Here are a couple of our favorites: "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 Check out our YouTube channel: https://www.youtube.com/@potomacstudios Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information.

  1. Potomac’s Bethesda office is expanding!

    6月17日

    Potomac’s Bethesda office is expanding!

    Potomac is growing in more ways than one. More staff, more services, and now more offices.    In this episode of the Conquer Risk Podcast, Potomac CMO Christopher Norton sits down with COO Will Gray to talk through the office expansion already underway in Bethesda. After moving into the current space less than a year ago, Potomac has already outgrown it, or what Will calls “a good problem to have”.   The new space will add roughly 6,104 square feet, with a second kitchen, three dedicated meeting rooms, and additional huddle and collaboration spaces. The conversation moves from the practical side of construction to the more creative parts of the build-out, including design choices, preserving the personality of the current office, the “jewel box” concept, and the dream of a coffee bar. Construction is expected to run through the summer, with an anticipated completion date of October 1.   Follow along as Potomac continues its journey from a mostly remote in 2019 to a growing firm building space for what comes next.    Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify   Learn more about Potomac: https://potomac.com/   Read our blog: https://potomac.com/blog   Disclosure: https://potomac.com/disclosures PFM-210-20260602 Hosted on Acast. See acast.com/privacy for more information.

    16 分鐘
  2. Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs

    6月3日

    Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs

    Many advisors still have limited visibility into some of their clients’ largest retirement assets, especially those held inside workplace plans like 401(k)s, 403(b)s, and 457s.    In this episode, Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss how Self-Directed Brokerage Accounts (SDBAs) can help advisors bring professional portfolio management into eligible employer-sponsored retirement plans without requiring a rollover or job change. They cover what SDBAs are, why they have often been overlooked, how they work in practice, and what advisors should consider when using them to deliver more coordinated, comprehensive retirement guidance.    Register for our SDBA Webinar here: https://content.potomac.com/sdba  Advisor Only Webcast  Date: July 1 @1pm  Length: 1 hour    Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac: https://potomac.com/    Read our blog: https://potomac.com/blog    Disclosure: https://potomac.com/disclosures    PFM-210-20260602  Hosted on Acast. See acast.com/privacy for more information.

    12 分鐘
  3. Potomac Update | Expansion, Hiring, Headaches...

    5月20日

    Potomac Update | Expansion, Hiring, Headaches...

    Today we are excited to launch a new series within the Conquer Risk Podcast, as Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss key developments and growth across Potomac.    From staffing, to office space, to business objectives, hear how we’ve navigated recent challenges, the lessons we’ve learned along the way, and how those insights can help inform the growth of your own practice.    Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac: https://potomac.com/    Read our blog: https://potomac.com/blog    Disclosure: https://potomac.com/disclosures  PFM-209-20260514  Hosted on Acast. See acast.com/privacy for more information.

    12 分鐘
  4. Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck

    5月6日

    Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck

    Semiconductors power nearly everything, from AI and cloud computing to autos and basic household appliances. In this episode of the Conquer Risk Podcast Investment Series, Potomac CMO Christopher Norton and Co-CIO Dan Russo, CMT®, welcome Nick Frasse, Product Manager at VanEck, for a sharp look at one of today’s most essential technologies. Learn what’s fueling growth in the chip industry, how the VanEck Semiconductor ETF (SMH) delivers targeted exposure, and why this fast-moving sector continues to draw investors.     Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac: https://potomac.com/    Read our blog: https://potomac.com/blog    Disclosure: https://potomac.com/disclosures    PFM- 208-20260428  Hosted on Acast. See acast.com/privacy for more information.

    44 分鐘
  5. Rebroadcast - Billion Dollar Backstory

    4月22日

    Rebroadcast - Billion Dollar Backstory

    In this episode of Conquer Risk, we bring you a special guest appearance by Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, hosted by Stacey Havener. You may be familiar with Stacy’s work or even heard her on this very Podcast.       This is a fascinating listen, recorded not long after Potomac first crossed the $1B AUM mark. It is at the same time a fantastic time capsule of Manish in that moment, and a study in consistency, as so much of it rings as true today (at nearly $4B) as it did then.       For advisors looking to scale, brand build, and continually evolve their practice, we believe you will find this conversation insightful with clear takeaways. Enjoy the show.     Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac: https://potomac.com/    Read our blog: https://potomac.com/blog    Disclosure: https://potomac.com/disclosures    PFM-207-20260422 Hosted on Acast. See acast.com/privacy for more information.

    1 小時
  6. Guardrails by Potomac

    4月8日

    Guardrails by Potomac

    In this episode of Conquer Risk, host and Potomac CMO Christopher Norton and CEO Manish Khatta unpack the thinking behind Guardrails, Potomac’s risk software built on real math and designed to help build more resilient portfolios. They discuss why traditional risk tools fall short, how Guardrails brings discipline and clarity to portfolio construction, and what’s ahead as Potomac continues investing in tools that strengthen advisor businesses.     Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac: https://potomac.com/    Read our blog: https://potomac.com/blog    Disclosure: https://potomac.com/disclosures    PFM- 206-20260407 Hosted on Acast. See acast.com/privacy for more information.

    25 分鐘
  7. What Makes Financial Marketing Work? Insights from Potomac’s CMO

    3月25日

    What Makes Financial Marketing Work? Insights from Potomac’s CMO

    In this episode, we feature Potomac’s Chief Marketing Officer, Christopher Norton, for a conversation originally recorded for The Weighing Machine podcast with hosts Robyn Murray, and Rusty Vanneman. Together, they explore how brand clarity and powerful storytelling fuel modern financial marketing.   As Potomac’s CMO, Christopher leads the development of story‑driven marketing that strengthens trust, sharpens brand identity, and drives long‑term growth. He breaks down how advisors can stand out in a crowded digital landscape through clear messaging, creative leadership, and memorable content.   If you’re interested in marketing, branding, storytelling, or financial services, this episode delivers actionable insights, practical takeaways, and behind‑the‑scenes perspective from a top industry leader.     Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify   Learn more about Potomac: https://potomac.com/   Read our blog: https://potomac.com/blog   Disclosure: https://potomac.com/disclosures PFM-205-20260317 Hosted on Acast. See acast.com/privacy for more information.

    44 分鐘
  8. Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®

    3月11日

    Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®

    In this episode of our Investment Series on the Conquer Risk Podcast, CMO Christopher Norton and Co‑CIO Dan Russo, CMT® sit down with ProShares’ Simeon Hyman, CFA®, and Glenn Williams Jr., CMT® for an in‑depth conversation on the state of the crypto markets. Together, they explore bitcoin’s role in modern portfolios, the structure and trading of BITO—ProShares’ bitcoin-linked ETF, and the broader opportunities emerging across the digital asset landscape.       Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac: https://potomac.com/    Read our blog: https://potomac.com/blog    Disclosure: https://potomac.com/disclosures    PFM-203-20260218 Hosted on Acast. See acast.com/privacy for more information.

    45 分鐘
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關於

Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.  Here are a couple of our favorites: "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 Check out our YouTube channel: https://www.youtube.com/@potomacstudios Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information.

資料

  • 創作者
    Potomac Studios
  • 活躍年份
    2019年 - 2026年
  • 單集
    208
  • 分級
    兒童適宜
  • 版權
    © Potomac Fund Management
  • 節目網站
    Conquer Risk Podcast

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