The Conquer Risk Podcast

In our industry, it can oftenfeel like the same people are talking about the same things over and over again. So, while our guest today is one of our industry’s most beloved voices, we’re not going to talk about our own perspectives at all.We sit down with Samantha Russell to share stories of where advisors have found success growing their business:Creating a NicheUsing Social MediaSocially Distanced EventsNon-Traditional CommunicationsWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL

Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what's next in elevating the Advisor Experience:• Expansion of the Union UMA• SMA Portal• Community Center• Video• Potomac ConferenceWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL

It’s our season three finale and we’re bringing the entire Potomac leadership team to discuss what went down in 2020. We discuss the good, the bad, the ugly, and the awesome across:OperationsMarketingClient ExperienceUnion UMA LaunchWhat’s Next in 2021We 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL

From time to time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work:Firm StructureCommunicationsProgram DesignPhilosophyPlatform AvailabilityWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL

The abrupt closer of Oranj left a number of Advisors scrambling. While a challenging situation, we discuss how this should serve as a larger wakeup call for the industry:What went wrong with OranjWhat this means for the future of FintechWhat Advisors should be focused onWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL

Seasonality trading is a term that gets thrown around a lot, but what exactly is it? And can you (or should you) build a trading system around it? We look at specific examples:Individual HolidaysMonth/Quarter EndPresidential SeasonalityWe 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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL