Conquer Risk Podcast

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.

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.

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/disclosuresPFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

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.

In this episode of the Conquer Risk Podcast, we talk with Potomac CEO and Co-CIO, Manish Khatta and newly promoted Co-CIO Dan Russo, CMT, about the organization’s commitment to putting the right people in the right seats to fuel growth.Make sure you subscribe to never miss an update.  Subscribe on Spotify Subscribe in Apple Podcasts  Learn more about Potomac Fund Management: https://potomacfund.com/  Read our blog: https://potomac.com/blog Disclosure: http://bit.ly/2l3OvaLPFM-201-20251114 Hosted on Acast. See acast.com/privacy for more information.