The Conquer Risk Podcast

As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year:·What was expected·What surprised us·What this 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

The right PR opportunities can open new doors for exposure, while highlighting an individual or firm’s expertise. But is it worthwhile for financial advisors? Our guest Jason Lahita, founding partner of StreetCred Communications, offers his candid and surprising insight:What exactlyisPR?Who is it for?Who is it not for?What does success look like?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

An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down:What does an OCIOactuallydo?How precisely does it benefit the advisor’s business?What impact does it have on theclient relationship?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

There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace.This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio concept. We break it down:Pros/Cons of a TAMPPros/Cons of a Model MarketplaceConclusionWe 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

Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one.As we continue to work with independent advisors this year, we’ve found something interesting: advisors don’t really have a great way to even begin a search for good manager.In what amounts to our first prequel episode, we discuss:Where does one search?Do custodians offer a solution?Advisor networkingSoftware solutionsWe 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

As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss:Their merit.Their fallacies.Does it matter?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