All Episodes
Conquer Risk Podcast — 213 episodes
You Are the Only Thing Your Competitor Can't Copy
From CIA Case Officer to EOS Business Coach
Q3 Business Update: Growth, Pivots, and What Comes Next
Built to Conquer Risk.... and Create Content!
What Marketing Leadership Really Looks Like in Wealth Management
Potomac’s Bethesda office is expanding!
Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs
Potomac Update | Expansion, Hiring, Headaches...
Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck
Rebroadcast - Billion Dollar Backstory
Guardrails by Potomac
What Makes Financial Marketing Work? Insights from Potomac’s CMO
Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®
Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast
BondBloxx | Tools to Empower Smart Fixed Income Investors
Why I Picked Up the Pen?
Stacy Havener: The Mindset Behind Building a Business
Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta
Jason Wenk: Boosting Advisor Efficiency with AI
Are Conferences Worth It?
Dan Russo, CMT® Named Co-CIO
We're Back!
Who Charted? (E45)
Industry Gossip (E28)
The OGs (E7)
Who Charted? (E44)
Patrice Kelly | The Proust Questionnaire
Industry Gossip (E27)
Who Charted? (E43)
Industry Gossip (E26)
Who Charted? (E42)
Industry Gossip (E25)
The OGs (E6)
Who Charted? (E41)
Who Charted? (E40)
Industry Gossip (E24)
Industry Gossip (E23)
Who Charted? (E39)
Who Charted? (E38)
The OGs (E5)
Who Charted?
Industry Gossip (E22)
Who Charted? (E36)
Research by Potomac
Industry Gossip (E21)
Jason Wenk | The Proust Questionnaire (E5)
Two and a Half CMTs (E1)
Industry Gossip (E20)
Who Charted? (E34)
(feat.) Patrice Kelly
Who Charted? (E33)
Industry Gossip (E19)
Who Charted? (E32)
Who Charted? (E31)
Manish Khatta | The Proust Questionnaire (E4)
Industry Gossip (E18)
Who Charted? (E30)
The OGs (E4)
The Proust Questionnaire (E3)
Who Charted? (E29)
Say It With Your Chest (E2)
Who Charted? (E28)
Industry Gossip (E17)
(feat.) Eric Clarke
Say It With Your Chest (E1)
Who Charted? (E27)
Who Charted? (E26)
Industry Gossip (E16)
Who Charted? (E25)
Who Charted? (E24)
Industry Gossip (E15)
The OGs (E3)
Who Charted? (E23)
(feat.) Alex Cavalieri
The Proust Questionnaire (E2)
Who Charted? (E22)
Industry Gossip (E14)
(feat.) Vance Barse
Who Charted? (E21)
The Proust Questionnaire (E01)
Geopolitical Market Update
Who Charted? (E20)
Industry Gossip (E13)
Who Charted? (E19)
Research by Potomac
(feat.) Darol Ryan & Wayne Seaman
Who Charted? (E18)
Industry Gossip (E12)
The OGs (E2)
Who Charted? (E17)
Who Charted? (E16)
Industry Gossip (E11)
Who Charted? (E14)
(feat.) Penny Phillips
Industry Gossip (E10)
Who Charted? (E13)
Who Charted? (E12)
The OGs (E1)
Who Charted? (E11)
Industry Gossip (E9)
Who Charted? (E10)
Who Charted? (E9)
Industry Gossip (E8)
Who Charted? (E8)
Financial Planning in the New Age
Who Charted? (E7)
Industry Gossip (E7)
Who Charted? (E6)
Who Charted? (E5)
Industry Gossip (E6)
Good as Hell
Who Charted? (E4)
Tools to Build a Successful RIA
Industry Gossip (E5)
Who Charted? (E3)
Choosing a Risk Score and Proposal System
Who Charted? (E2)
What does Transparency mean to Potomac?
Industry Gossip (E4)
Transition to Model Custom Management
Who Charted? (E1)
How Did We Do What We Did?
Research by Potomac
All Star Charts
Industry Gossip (E3)
WTF is an NFT?
Spotlight: Brookmont
Spring Update
Business Intelligence
Industry Gossip (E2)
Blowing Up Benchmarks
RIA Testimonials
Donor Advised Funds
February Hot Takes
How Your Custodian Makes Money
Industry Gossip
Advisor Communication is Broken
Custom SMA and Direct Indexing
January Hot Takes
Hiring, Training, and Retaining Talent (S4 E3)
Advisor Success Stories
The Rocketship
Hindsight is 2020
Spotlight: Main Management
Oranj and the Future of Fintech
Do Seasonality Trading Systems Work?
Social Assurance
Pricing to Piss People Off
Lessons from a Home Builder
Halloween Election Special
Mobile Assistant (Human) Technology
How to Select Indicators
Top Content of Q3 2020
Is PR Valuable for Advisors
Who Uses an OCIO?
TAMP vs. Model Marketplace
How to Find a Manager
Do Risk Score Work?
Is Social Media a Waste of Time?
Day Trading vs. Diversification
The “Client Experience” Requirements have Changed
Top Content of Q2 2020
How to Launch a Product (with a Limited Budget)
The Key Steps to Becoming an RIA
Your Business Matters
The Making of Union UMA
The Benefits of a TAMP
The Female Advisor Network
Random Pod Volume 2
The AGC™
Market Cap Weighting: The Rich Get Richer?
Why We Use YCharts
What is a Bear Market?
Working with Your Partner
Top Content of Q1 2020
Building a Multiple Manager Platform
Random Pod Volume 01
The Essence of Risk Management
Social Distancing Can Improve Your Business
SMArtX Technology
The Black Swan
Finding Your Voice
The Myth of Retiring Advisors
When in Doubt, Zoom Out
National LINC & InsideETFs Conference Wrap
When You Can't Hire a CMO
HSA - the Fidelity Experience
Share Class Fiasco
How to Create a Trading System
The Making of an Investment Platform
How to Evaluate a Manager
Gear Up
Why the Media is Not Your Client's Friend
Schwab: The Takeover
Did the Brokerage Window Solve 403(b) Lawsuits?
HSA – The Next Untapped Market (Ep 18)
The Remote Workplace (Ep 17)
The Life (and Death?) of Mutual Funds (Ep 16)
The Podcast (Podcast) Ep 15
The Race to Zero (Ep 14)
Acquisition Opportunities (and Challenges) Ep 13
Passive Investing - The Next Bubble? (Ep. 12)
A Look at Bear Market Funds (Ep 11)
The WealthStack 2019 Conference (Ep 10)
LinkedIn for Financial Advisors and the Charlatans of Rate Chasing (Ep 9)
Financial Advisors Can Help 403(b) Participants! (Ep 8)
The Inverted Yield Curve is Coming to Kill You! (Ep 7)
Benchmarks Are More Dangerous Than Trade Wars (Ep 6)
LA Fitness and The Death of Integrations. (Ep 5)
Would You Loan Someone $10,000 for $8 Guaranteed? (Ep 4)
Should Financial Advisors Stop Telling Clients to Save for College? (Ep 3)
The Riskalyze Partnership and the Hogwash of Hypothetical Performance (Ep 2)
Will the Platform Rule the Investing Future? (Ep 1)