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The Conquer Risk Podcast

Hosted by Manish Khatta, Jeff Goodnow, and Christopher Norton, the Conquer Risk podcast explores the business of running an RIA firm and the practice of investment management. With the occasional special guest, our team discusses everything from marketing and growth, to new advisor technology andRead more

Popular episodes

Industry Gossip (E11)

Dec 3 • 08:46

A lot has happened since our last episode of Industry Gossip! So, grab a cup of tea and join us as we rank what’s overrated and what’s underrated:...

Who Charted? (E14)

Nov 16 • 06:59

We’re back with another episode of Who Charted? Dan Russo, CMT, and Manish Khatta are giving you six charts in six minutes. ...

(feat.) Penny Phillips

Nov 9 • 35:35

In the debut episode of our new guest show, Featuring, Manish Khatta and Christopher Norton are joined by President and Co-Founder of Thrivos Consulting, Penny Phillips, to discuss the role social media has played in finding her voice, building her brand, and scaling her network....

Industry Gossip (E10)

Nov 5 • 07:45

The past month has been nothing short of juicy. Grab a cup of tea and join us as we rank what’s overrated and what’s underrated:...

Who Charted? (E13)

Nov 2 • 06:12

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes. ...

Build in Public (E8)

Oct 29 • 11:55

We’ve been on the record multiple times stating that virtual conferences suck. The challenge is, what do you do instead?...

Education Station (E1)

Oct 26 • 16:20

The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database designed to save time, increase engagement, and improve oversight. We discuss how this community will better serve advisors, including:...

Culture Club (E5)

Oct 22 • 15:39

In our newly rebranded (Pop) Culture Club, we read “Blend Out” the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sophia. We share:...

Who Charted? (E12)

Oct 19 • 06:49

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts in six minutes. ...

The OGs (E1)

Oct 15 • 10:07

Over the past two years, Potomac has nearly tripled in size (in both staff and AUM/AUA). In this quarterly podcast, our Leadership Team aka the OGs of their departments, provide updates on what is next for the business: in...

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