In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing.
Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today’s volatile markets to building a brand that stands out, he shares real-world insights you can immediately put into practice.
What you’ll learn:
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How to think about risk in today’s market environment
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Why marketing is as critical as portfolio construction for advisors
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Lessons from Potomac’s evolution as a leading TAMP platform
Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
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