Managing Market Risk and Marketing with Manish Khatta

Resilient Advisor Podcast

Jay Coulter에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jay Coulter 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

20d ago 37:09

MP3•에피소드 홈

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:

How to think about risk in today’s market environment
Why marketing is as critical as portfolio construction for advisors
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.

Visit tamgmt.com to learn more.

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