Канал: Built to Conquer Risk® Podcast

Who Are You? (E5) Manish Khatta

Who Are You? (E5) Manish Khatta

The Charts that Made You Look from 2024

The Charts that Made You Look from 2024

Who Are You? (E4) Ryan Miller, RICP®

Who Are You? (E4) Ryan Miller, RICP®

Branding Is Hard

Branding Is Hard

Who Are You? (E3) Elizabeth Evanisko, CRC® and Jeff Gelormini

Who Are You? (E3) Elizabeth Evanisko, CRC® and Jeff Gelormini

Who Are You? (E2) Ryan Gigous

Who Are You? (E2) Ryan Gigous

Who Are You? (E1) Sharon Killion

Who Are You? (E1) Sharon Killion

2024 – Surprised? Or Not?

2024 – Surprised? Or Not?

How to Combine Portfolios

How to Combine Portfolios

Guardrails by Potomac

Guardrails by Potomac

Who Charted? Live Webinar

Who Charted? Live Webinar

The Message of the Market | Who Charted? (E45)

The Message of the Market | Who Charted? (E45)

Schwab, Goldman Sachs, SmartX and more | Industry Gossip (E28)

Schwab, Goldman Sachs, SmartX and more | Industry Gossip (E28)

Still Building | The OGs (E7)

Still Building | The OGs (E7)

The Stock Market is not the Economy | Who Charted? (E44)

The Stock Market is not the Economy | Who Charted? (E44)

Patrice Kelly | The Proust Questionnaire

Patrice Kelly | The Proust Questionnaire

InvestmentNews, Cetera, Pershing X, and more | Industry Gossip (E27)

InvestmentNews, Cetera, Pershing X, and more | Industry Gossip (E27)

Top Heavy? No One Cares! | Who Charted? (E43)

Top Heavy? No One Cares! | Who Charted? (E43)

The Oracle, Envestnet, Nitrogen, and more | Industry Gossip (E26)

The Oracle, Envestnet, Nitrogen, and more | Industry Gossip (E26)

It's All Relative | Who Charted? (E42)

It's All Relative | Who Charted? (E42)

Skience, Altruist, Beetlejuice, and more | Industry Gossip (E25)

Skience, Altruist, Beetlejuice, and more | Industry Gossip (E25)

Growth | The OGs (E6)

Growth | The OGs (E6)

Something for Everyone | Who Charted? (E41)

Something for Everyone | Who Charted? (E41)

Google My Business

Google My Business

What Keeps Me Up At Night? | Who Charted? (E40)

What Keeps Me Up At Night? | Who Charted? (E40)

Altruist, Orion, and Vise | Industry Gossip (E24)

Altruist, Orion, and Vise | Industry Gossip (E24)

Teamwork (E4) Creating Recurring Projects

Teamwork (E4) Creating Recurring Projects

Schwab, Toews, Betterment, and More | Industry Gossip (E23)

Schwab, Toews, Betterment, and More | Industry Gossip (E23)

Teamwork (E3) Creating Project Templates

Teamwork (E3) Creating Project Templates

Teamwork (E2) Creating a Project

Teamwork (E2) Creating a Project

Risk On? | Who Charted? (E39)

Risk On? | Who Charted? (E39)

Teamwork (E1) Basics of Teamwork

Teamwork (E1) Basics of Teamwork

Don’t Ignore These Bullish Signs | Who Charted? (E38)

Don’t Ignore These Bullish Signs | Who Charted? (E38)

OCIO by Potomac | Launch Day

OCIO by Potomac | Launch Day

Happy New Year 2023

Happy New Year 2023

Happy Holidays! | Who Charted? (E37)

Happy Holidays! | Who Charted? (E37)

SEC Crackdown, FTX, Arta, and More | Industry Gossip (E22)

SEC Crackdown, FTX, Arta, and More | Industry Gossip (E22)

How We See It Now | Who Charted? (E36)

How We See It Now | Who Charted? (E36)

Ahrefs (E3) On Page SEO

Ahrefs (E3) On Page SEO

We're Back! | Who Charted? (35)

We're Back! | Who Charted? (35)

InvestmentNews, Elon Musk, Riskalyze, and More | Industry Gossip (E21)

InvestmentNews, Elon Musk, Riskalyze, and More | Industry Gossip (E21)

Ahrefs (E2) Keyword Explorer

Ahrefs (E2) Keyword Explorer

Ahrefs (E1) Site Explorer

Ahrefs (E1) Site Explorer

Jason Wenk | The Proust Questionnaire

Jason Wenk | The Proust Questionnaire

Never Show Weakness in this Business | Two and a Half CMTs (E1)

Never Show Weakness in this Business | Two and a Half CMTs (E1)

StreamYard (E3) Operations

StreamYard (E3) Operations

Kim Kardashian, Cash, Fractional Work, and More | Industry Gossip (E20)

Kim Kardashian, Cash, Fractional Work, and More | Industry Gossip (E20)

Is Something About to Break? | Who Charted? (E34)

Is Something About to Break? | Who Charted? (E34)

StreamYard (E2) Operations

StreamYard (E2) Operations

(feat.) Patrice Kelly

(feat.) Patrice Kelly

Now What? | Who Charted? (E33)

Now What? | Who Charted? (E33)

StreamYard (E1) Branding

StreamYard (E1) Branding

AdviceTech Live, Altruist, TDFs, and more | Industry Gossip (E19)

AdviceTech Live, Altruist, TDFs, and more | Industry Gossip (E19)

If You Just Buy the Index... | Who Charted? (E32)

If You Just Buy the Index... | Who Charted? (E32)

What’s on the Radar? | Who Charted? (E31)

What’s on the Radar? | Who Charted? (E31)

Manish Khatta | The Proust Questionnaire

Manish Khatta | The Proust Questionnaire

Envestnet, Adhesion, Blackrock, and more | Industry Gossip (E18)

Envestnet, Adhesion, Blackrock, and more | Industry Gossip (E18)

Is It Really Risk-On? | Who Charted? (E30)

Is It Really Risk-On? | Who Charted? (E30)

Denver Retreat 2022 | Art and Mini Golf

Denver Retreat 2022 | Art and Mini Golf

Denver Retreat 2022 | Chopped

Denver Retreat 2022 | Chopped

Model Combinations, Firm CPR, Denver | Education Station (E7)

Model Combinations, Firm CPR, Denver | Education Station (E7)

Wholesalers and Innovation | The OGs (E4)

Wholesalers and Innovation | The OGs (E4)

What Sets Us Apart | Drinks Well with Operations (E8)

What Sets Us Apart | Drinks Well with Operations (E8)

Bull Bear Bourbon | Build in Public (E13)

Bull Bear Bourbon | Build in Public (E13)

The 20 Year Bull Bear Bourbon

The 20 Year Bull Bear Bourbon

Denise Shull | Proust Questionnaire

Denise Shull | Proust Questionnaire

Nothing is Immune | Who Charted? (E29)

Nothing is Immune | Who Charted? (E29)

Client, Portfolio, and Business Reviews | Education Station (E6)

Client, Portfolio, and Business Reviews | Education Station (E6)

Robert Sofia & Michael Baker | Say It With Your Chest (E2)

Robert Sofia & Michael Baker | Say It With Your Chest (E2)

Customer Service | Drinks Well with Operations (E7)

Customer Service | Drinks Well with Operations (E7)

Things That Make You Go HMMMMMM | Who Charted? (E28)

Things That Make You Go HMMMMMM | Who Charted? (E28)

SMartX, Orion, TIFIN, and more | Industry Gossip (E17)

SMartX, Orion, TIFIN, and more | Industry Gossip (E17)

(feat.) Eric Clarke

(feat.) Eric Clarke

Jason Lahita & Jeff Gelormini | Say It With Your Chest (E1)

Jason Lahita & Jeff Gelormini | Say It With Your Chest (E1)

Looking for Less Bad | Who Charted? (E27)

Looking for Less Bad | Who Charted? (E27)

Team, Conference, and Advisor Client Events | Education Station (E5)

Team, Conference, and Advisor Client Events | Education Station (E5)

Zillenials at an RIA | Build in Public (E12)

Zillenials at an RIA | Build in Public (E12)

Riding the Rapids | Who Charted? (E26)

Riding the Rapids | Who Charted? (E26)

Redtail, Fidelity, Snappy Kraken, and more | Industry Gossip (E16)

Redtail, Fidelity, Snappy Kraken, and more | Industry Gossip (E16)

Client Portal | Drinks Well with Operations (E6)

Client Portal | Drinks Well with Operations (E6)

Living on the Edge | Who Charted? (E25)

Living on the Edge | Who Charted? (E25)

Pronunciation Guide: Antithesis

Pronunciation Guide: Antithesis

Pronunciation Guide: Breath of Fresh Air

Pronunciation Guide: Breath of Fresh Air

Pronunciation Guide: Cracker Barrel

Pronunciation Guide: Cracker Barrel

Pronunciation Guide: Drew

Pronunciation Guide: Drew

Pronunciation Guide: Duplicate

Pronunciation Guide: Duplicate

Pronunciation Guide: Graat

Pronunciation Guide: Graat

Pronunciation Guide: Recapitalization

Pronunciation Guide: Recapitalization

Regime Shift? | Who Charted? (E24)

Regime Shift? | Who Charted? (E24)

WealthOS, Goldman Sachs, Wealthbox and more | Industry Gossip (E15)

WealthOS, Goldman Sachs, Wealthbox and more | Industry Gossip (E15)

No Emotional Attachment | The OGs (E3)

No Emotional Attachment | The OGs (E3)

Inbox Chaos, Be Intentional, and Defining Tactical | Education Station (E4)

Inbox Chaos, Be Intentional, and Defining Tactical | Education Station (E4)

It’s All About the Bond Market | Who Charted? (E23)

It’s All About the Bond Market | Who Charted? (E23)

April Fools' Day (2022)

April Fools' Day (2022)

(feat.) Alex Cavalieri

(feat.) Alex Cavalieri

Kian Salehizadeh | Proust Questionnaire

Kian Salehizadeh | Proust Questionnaire

Is the Tide Shifting? | Who Charted? (E22)

Is the Tide Shifting? | Who Charted? (E22)

Onramp, Choir, Vise, and more | Industry Gossip (E14)

Onramp, Choir, Vise, and more | Industry Gossip (E14)

(feat.) Vance Barse

(feat.) Vance Barse

Tone Deaf | Build in Public (E11)

Tone Deaf | Build in Public (E11)

Breaking Key Levels | Who Charted? (E21)

Breaking Key Levels | Who Charted? (E21)

Volatility, Student Loans, and Risk Range | Education Station (E3)

Volatility, Student Loans, and Risk Range | Education Station (E3)

Ukraine-Russia Geopolitical Market Update

Ukraine-Russia Geopolitical Market Update

The Death Cross | Who Charted? (E20)

The Death Cross | Who Charted? (E20)

Orion, Wealthfront, Research by Potomac, and more | Industry Gossip (E13)

Orion, Wealthfront, Research by Potomac, and more | Industry Gossip (E13)

Our CMO Left Us | Build in Public (E10)

Our CMO Left Us | Build in Public (E10)

Oops We Did It Again | Drinks Well with Operations (E5)

Oops We Did It Again | Drinks Well with Operations (E5)

Time for the Rest of the World to Shine? | Who Charted? (E19)

Time for the Rest of the World to Shine? | Who Charted? (E19)

(feat.) Darol Ryan & Wayne Seaman

(feat.) Darol Ryan & Wayne Seaman

Are We Washed-Out Yet? | Who Charted? (E18)

Are We Washed-Out Yet? | Who Charted? (E18)

Facet Wealth, Ritholtz, Skience and more | Industry Gossip (E12)

Facet Wealth, Ritholtz, Skience and more | Industry Gossip (E12)

Tiny Hands | The OGs (E2)

Tiny Hands | The OGs (E2)

Facebook and Paper Dolls | Build in Public (E9)

Facebook and Paper Dolls | Build in Public (E9)

The Growth to Value Shift? | Who Charted? (E17)

The Growth to Value Shift? | Who Charted? (E17)

New Year's Live!

New Year's Live!

Happy New Year 2022

Happy New Year 2022

National Lampoons Christmas Vacation | Culture Club (E6)

National Lampoons Christmas Vacation | Culture Club (E6)

New Highs are NOT Bearish | Who Charted? (E16)

New Highs are NOT Bearish | Who Charted? (E16)

Pain Points | Drinks Well with Operations (E4)

Pain Points | Drinks Well with Operations (E4)

Why Do Advisors Need an OCIO? | Education Station (E2)

Why Do Advisors Need an OCIO? | Education Station (E2)

BasisCode, Morningstar, Docupace and more | Industry Gossip (E11)

BasisCode, Morningstar, Docupace and more | Industry Gossip (E11)

Who Charted? (E15) The Start of Something Bigger?

Who Charted? (E15) The Start of Something Bigger?

Who Charted? (E14) From Chop to Pop

Who Charted? (E14) From Chop to Pop

(feat.) Penny Phillips

(feat.) Penny Phillips

Industry Gossip (E10) Future Proof, Healthpilot, Squid, and more.

Industry Gossip (E10) Future Proof, Healthpilot, Squid, and more.

Who Charted? (E13) The Bears are Hibernating

Who Charted? (E13) The Bears are Hibernating

Build in Public (E8) Conference Season

Build in Public (E8) Conference Season

Education Station (E1) Insight by Potomac

Education Station (E1) Insight by Potomac

Culture Club (E5) Blend Out

Culture Club (E5) Blend Out

Who Charted? (E12) The Reflation Theme is Back Baby!

Who Charted? (E12) The Reflation Theme is Back Baby!

Introducing | The OGs (E1)

Introducing | The OGs (E1)

Drinks Well with Operations (E3) A Day in the Life

Drinks Well with Operations (E3) A Day in the Life

Who Charted? (E11) Will the Decline Deepen?

Who Charted? (E11) Will the Decline Deepen?

Industry Gossip (E9) O’Shaughnessy, AssetMark, FiComm, and more

Industry Gossip (E9) O’Shaughnessy, AssetMark, FiComm, and more

Build in Public (E7) The 500/100 Club

Build in Public (E7) The 500/100 Club

Potomac Couch (E5) The One with Our Spouses

Potomac Couch (E5) The One with Our Spouses

Who Charted? (E10) Calm the F/** Down

Who Charted? (E10) Calm the F/** Down

Build in Public (E6) Award Season

Build in Public (E6) Award Season

2021 PIMP Awards (Complete Broadcast)

2021 PIMP Awards (Complete Broadcast)

Who Charted? (E9) Everyone is Watching

Who Charted? (E9) Everyone is Watching

Industry Gossip (E8) Texting, Riskalyze, Fall Events and more

Industry Gossip (E8) Texting, Riskalyze, Fall Events and more

Culture Club (E4) Crush It!

Culture Club (E4) Crush It!

2021 PIMP Awards (Promo)

2021 PIMP Awards (Promo)

Who Charted? (E8) Put Up or Shut Up!

Who Charted? (E8) Put Up or Shut Up!

Drinks Well with Operations (E2) Finding Efficiencies

Drinks Well with Operations (E2) Finding Efficiencies

Financial Planning in the New Age (S4 E24)

Financial Planning in the New Age (S4 E24)

Who Charted? (E7) The Market is Boring

Who Charted? (E7) The Market is Boring

Industry Gossip (E7) Carson Group, Dynasty, Schwab, and more

Industry Gossip (E7) Carson Group, Dynasty, Schwab, and more

Potomac Couch (E4) Oh We’re Doing THAT Now?

Potomac Couch (E4) Oh We’re Doing THAT Now?

Who Charted? (E6) It’s a US Large Cap Story

Who Charted? (E6) It’s a US Large Cap Story

Build in Public (E5) We F/** ed Up

Build in Public (E5) We F/** ed Up

Who Charted? (E5) The Market vs. Internals

Who Charted? (E5) The Market vs. Internals

Industry Gossip (E6) Investopedia Top 100, OpenInvest, RobustWealth, and more

Industry Gossip (E6) Investopedia Top 100, OpenInvest, RobustWealth, and more

Good as Hell (S4E23)

Good as Hell (S4E23)

Potomac Couch (E3) Gas Station Thanksgiving

Potomac Couch (E3) Gas Station Thanksgiving

Drinks Well with Operations (E1) Growing an Ops Team

Drinks Well with Operations (E1) Growing an Ops Team

Who Charted? (E4) Risk off or Just a Pause?

Who Charted? (E4) Risk off or Just a Pause?

Culture Club (E3) Creative Confidence

Culture Club (E3) Creative Confidence

Tools to Build a Successful RIA (S4 E22)

Tools to Build a Successful RIA (S4 E22)

Pronunciation Guide: Cereal

Pronunciation Guide: Cereal

Industry Gossip (E5) Merrill Lynch, Snappy Kraken, Altruist, and more

Industry Gossip (E5) Merrill Lynch, Snappy Kraken, Altruist, and more

Who Charted? (E3) Most Stocks are in Uptrends

Who Charted? (E3) Most Stocks are in Uptrends

Potomac Couch (E2) Live Long and Prosper

Potomac Couch (E2) Live Long and Prosper

Choosing a Risk Score and Proposal System (S4 E21)

Choosing a Risk Score and Proposal System (S4 E21)

Build in Public (E4) Hungry?

Build in Public (E4) Hungry?

Who Charted? (E2) Technology is Not the Stock Market!

Who Charted? (E2) Technology is Not the Stock Market!

Bull Bear Cereal

Bull Bear Cereal

Happy New Year 2021

Happy New Year 2021

Work from Home Life

Work from Home Life

Pot–O–Mac

Pot–O–Mac

Potomac Couch (E1) Back to the Beginning

Potomac Couch (E1) Back to the Beginning

Potomac NFTs

Potomac NFTs

What does Transparency mean to Potomac? (S4 E20)

What does Transparency mean to Potomac? (S4 E20)

Industry Gossip (E4) Riskalyze, Berkshire Boys, and more.

Industry Gossip (E4) Riskalyze, Berkshire Boys, and more.

Transition to Model Custom Management (S4 E19)

Transition to Model Custom Management (S4 E19)

Who Charted? (E1) Commodities and Transports

Who Charted? (E1) Commodities and Transports

How Did We Do What We Did? (S4 E18)

How Did We Do What We Did? (S4 E18)

Build in Public (E3) - Streamyard

Build in Public (E3) - Streamyard

Research by Potomac (S4 E17)

Research by Potomac (S4 E17)

Pronunciation Guide: Reese's

Pronunciation Guide: Reese's

Pronunciation Guide: Fintech Integrations

Pronunciation Guide: Fintech Integrations

Pronunciation Guide: Christopher

Pronunciation Guide: Christopher

Pronunciation Guide: Goodnow

Pronunciation Guide: Goodnow

Pronunciation Guide: Dan

Pronunciation Guide: Dan

Pronunciation Guide: Manish

Pronunciation Guide: Manish

Pronunciation Guide: Potomac

Pronunciation Guide: Potomac

Culture Club (E2) Delivering Happiness

Culture Club (E2) Delivering Happiness

(feat.) J.C. Parets

(feat.) J.C. Parets

Industry Gossip (E3) Rithotlz, Google, RevBuilder360, and more

Industry Gossip (E3) Rithotlz, Google, RevBuilder360, and more

WTF is an NFT? (S4E15)

WTF is an NFT? (S4E15)

(feat.) Ethan Powell

(feat.) Ethan Powell

Build in Public (E2) - NFTs

Build in Public (E2) - NFTs

2 Legit 2 Quit (S4E13)

2 Legit 2 Quit (S4E13)

Business Intelligence (S4E12)

Business Intelligence (S4E12)

Industry Gossip (E2) Hidden Levers, Apex, Walmart, and more

Industry Gossip (E2) Hidden Levers, Apex, Walmart, and more

Blowing Up Benchmarks (S4 E11)

Blowing Up Benchmarks (S4 E11)

Build in Public (E1) Ahrefs, Engagement, and Growth

Build in Public (E1) Ahrefs, Engagement, and Growth

RIA Testimonials (S4 E10)

RIA Testimonials (S4 E10)

Culture Club (E1) Excellence Wins

Culture Club (E1) Excellence Wins

Donor Advised Funds (S4 E9)

Donor Advised Funds (S4 E9)