ABOUT THIS PODCAST 🔗
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." – X Comment
Check out our YouTube channel: https://www.youtube.com/@potomacstudios
Learn more about Potomac: 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.
Hosts:
Update frequency:
biweekly
Average audio length:
17 minutes
Guest interviews
English
United States
255 episodes
since June 20, 2019
episodic
LATEST EPISODE 🔗
Every growing company hits the same wall: you hired great people, and now there’s nowhere to put them. Potomac hit it in 2026, so we did the sensible thing and built a bigger office. We move in next week.
In this episode of the Conquer Risk Podcast, CMO Christopher Norton sits down with COO Will G…
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PREVIOUS EPISODES 🔗
Potomac just wrapped its 2026 Remix conference, and the team has several updates to share on where the firm is headed.
In this quarterly update episode of the Conquer Risk Podcast, CMO Christopher Norton sits down with CEO Manish Khatta at the close of Remix to talk through what they discussed on …
Most firms build sales first and bolt on marketing later. Potomac did the opposite, and it took them from $140 million to $5 billion in assets.
In this episode of the Conquer Risk Podcast, CMO Christopher Norton joins Dr. Daniel Crosby to flip the script and break down why Potoma…
What can a former CIA case officer, turned EOS expert, teach a growing business about trust, alignment, and getting people to reveal what they’re really thinking? A lot, apparently!
In this episode of the Conquer Risk Podcast, CMO Christopher Norton and CEO Manish Khatta si…
Three months can change a lot.
In this quarterly Conquer Risk update, Christopher Norton and Potomac CEO/CIO Manish Khatta sit down at Aventino to talk through what has actually moved since their last update.
Potomac University is filling faster than ex…
Growth doesn’t happen by accident. It’s built through accountability, transparency, and the willingness to challenge conventional thinking.
In this rebroadcast of the Rainmaker Podcast, Dakota Founder & CEO Gui Costin sits down with Potomac CEO/CIO Manish Khatta…
Marketing in wealth management isn’t a playbook; it’s a moving target.
In this episode, Potomac’s CMO Christopher Norton and Wealthspire’s CMO Angela Giambetti get real about leadership, marketing chaos, and figuring it out as you go. They talk …
Potomac is growing in more ways than one. More staff, more services, and now more offices.
In this episode of the Conquer Risk Podcast, Potomac CMO Christopher Norton sits down with COO Will Gray to talk through the office expansion already underway in Bethesda. After moving into the c…
Many advisors still have limited visibility into some of their clients’ largest retirement assets, especially those held inside workplace plans like 401(k)s, 403(b)s, and 457s.
In this episode, Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss how Self-Di…
Today we are excited to launch a new series within the Conquer Risk Podcast, as Potomac’s CMO Christopher Norton and CEO & Co-CIO Manish Khatta discuss key developments and growth across Potomac.
From staffing, to office space, to business objectives, hear how we’ve&…
Disclaimer: The podcast and artwork embedded on this page are from Potomac Studios, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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