Conquer Risk Podcast

Potomac Studios
  • 5.0 (11)
  • INVESTING
  • UPDATED SEMIMONTHLY

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 CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast

    1D AGO

    Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast

    In this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist’s Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billion was rooted in an unwavering commitment to reinvesting in the business, embracing speed, and leading with content focused on authenticity – not just tactics.       For advisors looking to scale their own firms, we believe you will find this conversation valuable 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-204-20260223  Hosted on Acast. See acast.com/privacy for more information.

    40 min
  2. BondBloxx | Tools to Empower Smart Fixed Income Investors

    FEB 11

    BondBloxx | Tools to Empower Smart Fixed Income Investors

    Fixed income is evolving—and the team at BondBloxx is leading that evolution. In this episode of the Conquer Risk Podcast, host Christopher Norton, CMO is joined by Dan Russo, CMT and Co‑CIO at Potomac along with two of BondBloxx’s top leaders: Leland Clemons, Founder & CEO, and Cole Feinberg, Partner.    BondBloxx is a rapidly growing fixed income ETF issuer, driven by the mission to modernize fixed income investing by offering more choice and flexibility, like there is in the equity space.        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- 202-20260206  Hosted on Acast. See acast.com/privacy for more information.

    1h 2m
  3. Why I Picked Up the Pen?

    JAN 28

    Why I Picked Up the Pen?

    What makes a CEO stop and decide to share his story with the world, in print? In this episode, we explore the pivotal moment when Potomac’s leader chose to turn years of business growth and leadership lessons into a book. Discover the motivations, doubts, and vision behind this bold step.    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 Hosted on Acast. See acast.com/privacy for more information.

    15 min
  4. Stacy Havener: The Mindset Behind Building a Business

    JAN 14

    Stacy Havener: The Mindset Behind Building a Business

    Ready to scale your advisory business? Potomac CEO Manish Khatta and Havener Capital’s Stacy Havener get real about what it takes to grow, market, and run a founder-led firm. From EOS to branding strategies, this candid conversation is packed with insights you can actually use.    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-201-20260108 Hosted on Acast. See acast.com/privacy for more information.

    29 min
  5. Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta

    JAN 7

    Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta

    2025 was a year of explosive growth for Potomac, and with growth came hard-earned lessons. In this candid episode, CEO Manish Khatta shares the successes and failures that shaped his leadership and strategy. From scaling with purpose to building resilience and adaptability, these insights reveal the mindset every business owner needs to thrive.    Listen now and discover the strategies that can help you lead smarter, grow faster, and make 2026 your most successful year yet.    Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac Fund Management: 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.

    24 min
  6. Jason Wenk: Boosting Advisor Efficiency with AI

    12/17/2025

    Jason Wenk: Boosting Advisor Efficiency with AI

    Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.    Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac Fund Management: https://potomac.com/    Read our blog: https://potomac.com/blog   Disclosure: https://potomac.com/disclosures PFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

    27 min
  7. Are Conferences Worth It?

    12/03/2025

    Are Conferences Worth It?

    In this episode of the Conquer Risk Podcast, we join Potomac’s senior leadership as they share candid insights on what makes industry events valuable—and what doesn’t. Plus, a sneak peek at Remix 2026 and Potomac University.    Make sure you subscribe to never miss an update.    Subscribe in Apple Podcasts  Subscribe on Spotify    Learn more about Potomac Fund Management: https://potomac.com/    Read our blog: https://potomac.com/blog   Disclosure: https://potomac.com/disclosures  PFM-203-20251125 Hosted on Acast. See acast.com/privacy for more information.

    21 min
  8. Dan Russo, CMT® Named Co-CIO

    11/19/2025

    Dan Russo, CMT® Named Co-CIO

    In this episode of the Conquer Risk Podcast, we talk with Potomac CEO and Co-CIO, Manish Khatta and newly promoted Co-CIO Dan Russo, CMT, about the organization’s commitment to putting the right people in the right seats to fuel growth. Make sure you subscribe to never miss an update.    Subscribe on Spotify  Subscribe in Apple Podcasts    Learn more about Potomac Fund Management: https://potomacfund.com/    Read our blog: https://potomac.com/blog   Disclosure: http://bit.ly/2l3OvaL PFM-201-20251114 Hosted on Acast. See acast.com/privacy for more information.

    13 min
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Ratings & Reviews

5
out of 5
11 Ratings

About

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.

Information

  • Creator
    Potomac Studios
  • Years Active
    2019 - 2026
  • Episodes
    200
  • Rating
    Clean
  • Copyright
    © Potomac Fund Management
  • Show Website
    Conquer Risk Podcast