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Conquer Risk Podcast

Potomac Studios

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.


Enjoy the show? Please rate and review. 


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.

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  • 21 episodes
  • fortnightly
  • Avg 29 min
  • English

Episodes 21

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  • S7 · E20
    September 9 · 28 min

    You Are the Only Thing Your Competitor Can't Copy

    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 Potomac started with brand, not sales, and built an entire growth strategy around it. Christopher explains why he invested almost exclusively in top-of-funnel brand building. How it can take years before you begin to see payoff, why that decision ran counter to how most firms in the industry operate, and why he believes marketing should never be treated as a sales support function. They also explore that while "authenticity" is the most overused and most fumbled word in marketing, advisors who lean into their personal passions build the strongest client relationships. This, plus the blunt truth about why most advisors quit content creation right when it's about to start working. No quick tips of hacks. Just the story of how one firm bet on brand first, sales second, and won. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-214-20260806 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E19
    August 26 · 25 min

    From CIA Case Officer to EOS Business Coach

    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 sit down with EOS Implementer and former CIA case officer Joseph Kim to discuss Potomac’s experience with the Entrepreneurial Operating System. They get into the growing pains that pushed Manish toward EOS, the early “follow the book exactly” phase, and the intellectual “food fights” that occasionally left the leadership team exhausted. Joseph explains how skills from his intelligence career now help leadership teams lower their defenses, speak honestly, and agree on what success actually looks like. No disguises, secret codes, or dramatic extractions required. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-214-20260806 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E18
    August 12 · 13 min

    Q3 Business Update: Growth, Pivots, and What Comes Next

    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 expected, Remix is getting significantly bigger, and advisor interest in SDBAs is beginning to open doors across the industry. They also get into the less predictable parts of building a growing firm: refining the EOS process, putting new energy behind the Union TAMP, and preparing to launch a hedge fund that gives Potomac’s investment team more room to operate outside the constraints of traditional products. It’s a conversation about momentum, changing course when the opportunity demands it, and what happens when ideas that once seemed secondary suddenly move to the center of the business Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-215-20260811 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E17
    July 22 · 31 min

    Built to Conquer Risk.... and Create Content!

    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 to discuss the systems, leadership principles, and content strategies fueling Potomac’s rapid growth. From implementing EOS and creating a culture of accountability to building a sales organization powered by CRM data and consistent communication, Manish shares the lessons he’s learned as a CEO and business builder. Gui and Manish dive into one of the most overlooked opportunities in wealth management today: content creation. They explore why most firms get content wrong, how authentic storytelling outperforms product pitches, and why creating content at scale can become a firm's greatest competitive advantage. The conversation covers leadership, transparency, company culture, hiring, sales execution, CRM best practices, and the mindset required to grow both people and businesses in an increasingly competitive industry. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-212-20260626 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E16
    July 8 · 28 min

    What Marketing Leadership Really Looks Like in Wealth Management

    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 imposter syndrome, AI overload, generational talent gaps, and the uncomfortable moments that separate good teams from great ones. Angela and Christopher speak to key challenges facing advisory firms today: building authentic brands, overcoming marketing inertia, measuring what truly matters, and maintaining creativity within compliance-driven environments. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-212-20260626 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E15
    June 17 · 15 min

    Potomac’s Bethesda office is expanding!

    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 current space less than a year ago, Potomac has already outgrown it, or what Will calls “a good problem to have”. The new space will add roughly 6,104 square feet, with a second kitchen, three dedicated meeting rooms, and additional huddle and collaboration spaces. The conversation moves from the practical side of construction to the more creative parts of the build-out, including design choices, preserving the personality of the current office, the “jewel box” concept, and the dream of a coffee bar. Construction is expected to run through the summer, with an anticipated completion date of October 1. Follow along as Potomac continues its journey from a mostly remote in 2019 to a growing firm building space for what comes next. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-210-20260602 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E14
    June 3 · 12 min

    Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs

    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-Directed Brokerage Accounts (SDBAs) can help advisors bring professional portfolio management into eligible employer-sponsored retirement plans without requiring a rollover or job change. They cover what SDBAs are, why they have often been overlooked, how they work in practice, and what advisors should consider when using them to deliver more coordinated, comprehensive retirement guidance. Register for our SDBA Webinar here: https://content.potomac.com/sdba Advisor Only Webcast Date: July 1 @1pm Length: 1 hour Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-210-20260602 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E13
    May 20 · 12 min

    Potomac Update | Expansion, Hiring, Headaches...

    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 navigated recent challenges, the lessons we’ve learned along the way, and how those insights can help inform the growth of your own practice. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-209-20260514 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E12
    May 6 · 44 min

    Semiconductors 101: Investing in Chips with Nick Frasse, Product Manager at VanEck

    Semiconductors power nearly everything, from AI and cloud computing to autos and basic household appliances. In this episode of the Conquer Risk Podcast Investment Series, Potomac CMO Christopher Norton and Co-CIO Dan Russo, CMT®, welcome Nick Frasse, Product Manager at VanEck, for a sharp look at one of today’s most essential technologies. Learn what’s fueling growth in the chip industry, how the VanEck Semiconductor ETF (SMH) delivers targeted exposure, and why this fast-moving sector continues to draw investors. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM- 208-20260428 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E11
    April 22 · 1 hr

    Rebroadcast - Billion Dollar Backstory

    In this episode of Conquer Risk, we bring you a special guest appearance by Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, hosted by Stacey Havener. You may be familiar with Stacy’s work or even heard her on this very Podcast. This is a fascinating listen, recorded not long after Potomac first crossed the $1B AUM mark. It is at the same time a fantastic time capsule of Manish in that moment, and a study in consistency, as so much of it rings as true today (at nearly $4B) as it did then. For advisors looking to scale, brand build, and continually evolve their practice, we believe you will find this conversation insightful with clear takeaways. Enjoy the show. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-207-20260422 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E10
    April 8 · 24 min

    Guardrails by Potomac

    In this episode of Conquer Risk, host and Potomac CMO Christopher Norton and CEO Manish Khatta unpack the thinking behind Guardrails, Potomac’s risk software built on real math and designed to help build more resilient portfolios. They discuss why traditional risk tools fall short, how Guardrails brings discipline and clarity to portfolio construction, and what’s ahead as Potomac continues investing in tools that strengthen advisor businesses. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM- 206-20260407 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E8
    March 11 · 45 min

    Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®

    In this episode of our Investment Series on the Conquer Risk Podcast, CMO Christopher Norton and Co‑CIO Dan Russo, CMT® sit down with ProShares’ Simeon Hyman, CFA®, and Glenn Williams Jr., CMT® for an in‑depth conversation on the state of the crypto markets. Together, they explore bitcoin’s role in modern portfolios, the structure and trading of BITO—ProShares’ bitcoin-linked ETF, and the broader opportunities emerging across the digital asset landscape. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-203-20260218 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E6
    February 11 · 1 hr 1 min

    BondBloxx | Tools to Empower Smart Fixed Income Investors

    Fixed income is evolving—and the team at BondBloxx is leading that evolution. In this episode of the Conquer Risk Podcast, host Christopher Norton, CMO is joined by Dan Russo, CMT and Co‑CIO at Potomac along with two of BondBloxx’s top leaders: Leland Clemons, Founder & CEO, and Cole Feinberg, Partner. BondBloxx is a rapidly growing fixed income ETF issuer, driven by the mission to modernize fixed income investing by offering more choice and flexibility, like there is in the equity space. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM- 202-20260206 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E4
    January 14 · 29 min

    Stacy Havener: The Mindset Behind Building a Business

    Ready to scale your advisory business? Potomac CEO Manish Khatta and Havener Capital’s Stacy Havener get real about what it takes to grow, market, and run a founder-led firm. From EOS to branding strategies, this candid conversation is packed with insights you can actually use. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-201-20260108 Hosted on Acast. See acast.com/privacy for more information.

  • January 7 · 24 min

    Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta

    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. Subscribe in Apple Podcasts Subscribe on Spotify 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.

  • S7 · E3
    Dec 17, 2025 · 26 min

    Jason Wenk: Boosting Advisor Efficiency with AI

    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://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

  • S7 · E2
    Dec 3, 2025 · 20 min

    Are Conferences Worth It?

    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://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-203-20251125 Hosted on Acast. See acast.com/privacy for more information.

Showing 1–20 of 21 episodes