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Conquer Risk Podcast

Potomac Studios
Potomac Fund Management
Potomac Studios
Potomac
Conquer Risk Podcast
Guardrails
Book Writing
Business Storytelling
Bitcoin
Potomac 2.0
Content Strategy
Hiring / Talent
Investment Management
Hazel
Founder-Led Businesses
Paperback Expert
Content Marketing
Potomac University
Hiring
Self-Directed Brokerage Account (SDBA)
Altruist

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 ... more

PublishesTwice monthlyEpisodes231Founded7 years ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for Conquer Risk Podcast

Latest Episodes

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 Man... more

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 objecti... more

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... more

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. more

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 tr... more

In this episode, we feature Potomac’s Chief Marketing Officer, Christopher Norton, for a conversation originally recorded for The Weighing Machine podcast with hosts Robyn Murray, and Rusty Vanneman. Together, they explore how brand clarity and power... more

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 ... more

In this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist’s Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billi... more

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Recent Guests

Rusty Vanneman
Former CIO, Orion (RO)
Orion
Episode: What Makes Financial Marketing Work? Insights from Potomac’s CMO
Glenn Williams
ProShares executive
ProShares
Episode: Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®
Simeon Hyman
CFA
ProShares
Episode: Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®
Manish Khatta
CEO and CIO of Potomac Fund Management
Potomac Fund Management
Episode: Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast
Stacy Havener
CEO and founder of Havener Capital Partners
Havener Capital Partners
Episode: Stacy Havener: The Mindset Behind Building a Business
Jason Wenk
CEO of Altruist
Altruist
Episode: Jason Wenk: Boosting Advisor Efficiency with AI
Dan Russo
Co-CIO, Potomac
Potomac Fund Management
Episode: Dan Russo, CMT® Named Co-CIO

Host

Christopher Norton
Host focusing on market trends, operations, marketing, and the business of running an RIA. Frequently discusses growth, branding, and technology, with a practical, candid style.

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Talking Points

Recent interactions between the hosts and their guests.

Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs
Q: How can advisors practically implement SDBAs for their clients?
Advisors need custody approvals (Fidelity, Schwab) and a platform with guardrails and model allocations to manage SDBA participation, ensuring compliance and enabling advisor-driven guidance within a defined structure.
Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs
Q: What is an SDBA and how does it work within a 401(k) plan?
An SDBA is a self-directed brokerage option within a 401(k) that lets employees move a substantial portion of their funds to a brokerage account, giving access to thousands of funds while the employee takes on responsibility for selecting investments, aided by a fiduciary framework and platform services.
Dan Russo, CMT® Named Co-CIO
Q: Why was this decision made at this time?
The leadership team conducted a delegate-and-elevate review, ensuring the right people are in the right seats, with a phased approach to leadership changes to protect continuity and investor confidence.
Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®
Q: What is the CoinDesk 20 ETF and how does it differ from a Bitcoin-only product?
CoinDesk 20 is a market-cap-weighted basket of 20 crypto assets, designed to capture sector rotation within crypto (store of value, DeFi, smart contracts, etc.), not just Bitcoin exposure, offering broader diversification within a single ETF.
Inside the Crypto Markets with ProShares’ Simeon Hyman CFA®, and Glenn Williams Jr., CMT®
Q: What are the advantages of ProShares' approach to crypto ETFs within the 40-act framework?
The 40-act structure provides a regulated, transparent vehicle with clear governance, helps prevent 'bad income', and avoids the custody and operational complexities of holding physical crypto, while providing access to futures-based exposure.

Audience Metrics

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Frequently Asked Questions About Conquer Risk Podcast

What is Conquer Risk Podcast about and what kind of topics does it cover?

This show centers on running and growing advisory firms with a candid, no-nonsense lens on market dynamics, operations, and the business of advice. Episodes frequently explore branding, growth strategies, content-led marketing, and technology-enabled advisory tools, often featuring leaders from Potomac Fund Management and guest experts who illuminate how to scale a practice, design better client experiences, and navigate regulatory and industry shifts. A standout pattern is the emphasis on founder-led storytelling, radical transparency, and practical implementations—like building a marketing engine, deploying AI tools, and crafting products or services that resonate with advisors and their clients. The format tends to mix strategic storytel... more

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How many listeners does Conquer Risk Podcast get?

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Which podcasts are similar to Conquer Risk Podcast?

These podcasts share a similar audience with Conquer Risk Podcast:

1. Talking Wealth
2. Retirement Tax Services Podcast
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Animal Spirits Podcast
5. The Compound and Friends

How many episodes of Conquer Risk Podcast are there?

Conquer Risk Podcast launched 7 years ago and published 231 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Conquer Risk Podcast?

Recent guests on Conquer Risk Podcast include:

1. Rusty Vanneman
2. Glenn Williams
3. Simeon Hyman
4. Manish Khatta
5. Stacy Havener
6. Jason Wenk
7. Dan Russo

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