Client, Portfolio, and Business Reviews | Education Station (E6) 2022

October 27, 2022



Firm CPR: https://youtu.be/tQ3LAssANv4
Eric Clarke Podcast: https://youtu.be/gqRKH_XSVec

In episode six of Education Station, the Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews to stop, assess, and ensure things are running smoothly.

Timestamps:
00:24 – Announcement
02:06 – Client Reviews
06:22 – Portfolio Reviews
10-57 – Business Reviews
16:37 – Disclosures

Make sure you subscribe to never miss an update.

If you want to listen to the audio version, you can find it in these places:

Listen on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807

Listen on Spotify:
https://open.spotify.com/show/4WWmfvgKteBmCSEXIdnZWz?si=6c4ccb948f284102

Listen on Acast:

Listen on Google Podcasts:
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBpcHBhLmlvL3B1YmxpYy9zaG93cy81ZDA5MDU3OTlhNDExMWIxMjJlZTc3YjI

Listen on Amazon Music:
https://music.amazon.com/podcasts/9c4051a7-e4c0-4b2b-bb83-d80e567f8e60/the-conquer-risk-podcast

Learn more about Potomac Fund Management:
https://potomacfund.com/

Read our website:
https://potomacfund.com/podcast

Disclosure:
http://bit.ly/2l3OvaL

#FinancialAdvisors #ClientEvents #WealthManagement

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