The Conquer Risk Podcast

While everyone is talking about Social Distancing these days, we wanted to take a different approach. This time demands we take certain steps, but rather than focus on the disruption there is an opportunity to embrace it as a chance to evolve (and grow!) your business:Improve your use of technologyBuilding trust with staffPutting your clients at easeWe 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

There are alot of unknownsin this turbulent market, but one item that IS known – is the importance of the tools that enable us to accomplish the important work we do for our clients. In good times. And in bad.In this episode of the Conquer Risk podcast we sit down with SMArtX CEO Evan Rapoport to discuss how their technology is evolving the industry, the reasons Potomac wanted to be part of it, the headaches they caused us, and more including:How SMArtX evolved tech that hasn't changed since the 80sHow they lead with executionWhat it means for AdvisorsWe 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

In the midst of all the noise about the markets and the virus, one term is getting thrown around a lot: Black Swan Events.So, what’s that? Is it COVID-19? Corona Virus? Ebola? A Terrorist attack?On this week’s Conquer Risk podcast we set aside the hype to provide some clarity:What IS a Black Swan event?What affects can be correlated to these pandemic scares?What should the affects be on advisors and clients, based on context and investment styles?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 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

In our recommendations to Advisors on how best market themselves, we’ve talked a lot about voice. This week, we have special guest Johnny Sandquist of Three Crowns Marketing & Copywriting to discuss not only the importance of finding your voice, but how to cultivate it.Identifying your true-to-yourself personaHow to build guardrails around how to portray said personaThe emotional impact of what you say and how you say itCommon pitfalls we’ve seen for AdvisorsWe 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/

There was a great deal of chatter this weeks from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument:• The Data from Cerulli Associates• Merger & Acquisition: Sole-Practitioner VS Multi-Advisor• What about Junior Advisors?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 AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management:https://potomacfund.com/Read our blog:https://blog.potomacfund.comDisclosure:http://bit.ly/2l3OvaL

Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast:Why are people so passionate about Calendar Year Returns?What we mean by "Zoom Out."Other points of due diligence.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 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