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Conquer Risk Podcast

Conquer Risk Podcast

Written by: Potomac Studios
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About this listen

Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm.


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Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment

"What a bunch of unprofessional nonsense." – Twitter Comment


This podcast is produced as a video series. Check out our YouTube channel: https://www.youtube.com/@potomacstudios


Learn more about Potomac Fund Management: https://potomac.com/


Read our blog: https://potomac.com/blog


Disclosure: https://potomac.com/disclosures/

Hosted on Acast. See acast.com/privacy for more information.

Potomac Fund Management Economics Management Management & Leadership Marketing Marketing & Sales Personal Finance
Episodes
  • Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta

    Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta
    Jan 7 2026

    2025 was a year of explosive growth for Potomac, and with growth came hard-earned lessons. In this candid episode, CEO Manish Khatta shares the successes and failures that shaped his leadership and strategy. From scaling with purpose to building resilience and adaptability, these insights reveal the mindset every business owner needs to thrive.

    Listen now and discover the strategies that can help you lead smarter, grow faster, and make 2026 your most successful year yet.

    Make sure you subscribe to never miss an update.

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    Subscribe on Spotify

    Learn more about Potomac Fund Management: https://potomac.com/

    Read our blog: https://blog.potomac.com/

    Disclosure: https://potomac.com/disclosures

    Hosted on Acast. See acast.com/privacy for more information.
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    24 mins
  • Boosting Advisor Efficiency with AI: Insights from Jason Wenk (S7 E3)

    Boosting Advisor Efficiency with AI: Insights from Jason Wenk (S7 E3)
    Dec 17 2025

    Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.

    Make sure you subscribe to never miss an update.

    Subscribe in Apple Podcasts

    Subscribe on Spotify

    Learn more about Potomac Fund Management: https://potomac.com/

    Read our blog: https://blog.potomac.com/

    Disclosure: https://potomac.com/disclosures


    PFM-204-20251209

    Hosted on Acast. See acast.com/privacy for more information.
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    27 mins
  • Are Conferences Worth It? (S7 E2)

    Are Conferences Worth It? (S7 E2)
    Dec 3 2025

    In this episode of the Conquer Risk Podcast, we join Potomac’s senior leadership as they share candid insights on what makes industry events valuable—and what doesn’t. Plus, a sneak peek at Remix 2026 and Potomac University.

    Make sure you subscribe to never miss an update.

    Subscribe in Apple Podcasts

    Subscribe on Spotify

    Learn more about Potomac Fund Management: https://potomac.com/

    Read our blog: https://blog.potomac.com/

    Disclosure: https://potomac.com/disclosures


    PFM-203-20251125

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    21 mins
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