230 episodes

Through a suite of distinct shows, the 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." – Twitter Comment
This podcast is produced as a video series. Check out our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/ 
Read our blog: https://potomacfund.com/blog 
Disclosure: http://bit.ly/2l3OvaL

Hosted on Acast. See acast.com/privacy for more information.

The Conquer Risk Podcast Manish Khatta

    • Business
    • 5.0 • 11 Ratings

Through a suite of distinct shows, the 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." – Twitter Comment
This podcast is produced as a video series. Check out our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
Learn more about Potomac Fund Management: https://potomacfund.com/ 
Read our blog: https://potomacfund.com/blog 
Disclosure: http://bit.ly/2l3OvaL

Hosted on Acast. See acast.com/privacy for more information.

    Who Charted? (E45)

    Who Charted? (E45)

    We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
    ·     Technology
    ·     Energy
    ·     Consumer Staples
    ·     NYSE Net New Highs/Lows
    ·     US Dollar Index
    ·     iShares 20+ Year Treasury Bond ETF (TLT) Total Return
    So, who charted?

    This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
    Learn more about Potomac Fund Management: https://potomacfund.com/

    Read our blog: https://potomacfund.com/blog

    Disclosure: http://bit.ly/2l3OvaL
    PFM-223-20230810

    Hosted on Acast. See acast.com/privacy for more information.

    • 12 min
    Industry Gossip (E28)

    Industry Gossip (E28)

    Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.
     
    ·     InvestmentNews fires everyone
    ·     Schwab is curbing remote work
    ·     SmartX goes to Plan B
    ·     An RIA 'gambled' on Goldman Sachs to custody client assets
    ·     Twitter is now X
    ·     Microsoft stock pops on AI subscription for Microsoft 365
     
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
     
    Make sure you subscribe to never miss an update.
    Listen on Acast
    Subscribe in Apple Podcasts
     
    Learn more about Potomac Fund Management: https://potomacfund.com/
     
    Read our blog: https://blog.potomacfund.com/
     
    Disclosure: http://bit.ly/2l3OvaL
     
    PFM-221-20230801

    Hosted on Acast. See acast.com/privacy for more information.

    • 10 min
    The OGs (E7)

    The OGs (E7)

    We just crossed $1B. That’s great, but we’re still building. Manish Khatta and Jeff Goodnow, talk through the company's continued rapid growth, conferences coming up, how to keep the business sustainable, and much more.
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
     
    Make sure you subscribe to never miss an update.
    Listen on Acast
    Subscribe in Apple Podcasts
     
    Learn more about Potomac Fund Management: https://potomacfund.com/
     
    Read our blog: https://blog.potomacfund.com/
     
    Disclosure: http://bit.ly/2l3OvaL
     
    PFM-220-20230712

    Hosted on Acast. See acast.com/privacy for more information.

    • 22 min
    Who Charted? (E44)

    Who Charted? (E44)

    Research by Potomac: https://potomacfund.com/strategies/research/
     
    We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:
    ·     10-Year Yield
    ·     US Dollar Index
    ·     S&P 500 Technology
    ·     S&P 500 ETF
    ·     S&P 500 Index
    ·     S&P 500 PR
    So, who charted?

    This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast
    Learn more about Potomac Fund Management: https://potomacfund.com/

    Read our blog: https://potomacfund.com/blog

    Disclosure: http://bit.ly/2l3OvaL
    PFM-221-20230719

    Hosted on Acast. See acast.com/privacy for more information.

    • 13 min
    Patrice Kelly | The Proust Questionnaire

    Patrice Kelly | The Proust Questionnaire

    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 has thought to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most engaging people in our industry.
    If you have any ideas, comments or suggestions please fire them our way.
     
    Make sure you subscribe to never miss an update.
    Listen on Acast
    Subscribe in Apple Podcasts
     
    Learn more about Potomac Fund Management: https://potomacfund.com/
     
    Read our blog: https://blog.potomacfund.com/
     
    Disclosure: http://bit.ly/2l3OvaL
    PFM-219-20230620

    Hosted on Acast. See acast.com/privacy for more information.

    • 41 min
    Industry Gossip (E27)

    Industry Gossip (E27)

    Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.
     
    ·     InvestmentNews has been sold (again)
    ·     Cetera hiring Mike Durbin as CEO
    ·     Vise launces a “hard reset”
    ·     Schwab/TD merger woes
    ·     RightCaptial confirms secret SoFi deal
    ·     Pershing X unveils new platform, Wove.
     
    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
     
    Make sure you subscribe to never miss an update.
    Listen on Acast
    Subscribe in Apple Podcasts
     
    Learn more about Potomac Fund Management: https://potomacfund.com/
     
    Read our blog: https://blog.potomacfund.com/
     
    Disclosure: http://bit.ly/2l3OvaL
     
    PFM-218-20230614 

    Hosted on Acast. See acast.com/privacy for more information.

    • 10 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

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