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
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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
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