Rebroadcast - Billion Dollar Backstory

Rebroadcast - Billion Dollar Backstory

From Conquer Risk Podcast by Potomac Studios

April 22, 2026 · 1h 0m · Season 7 · Episode 11

About this episode

This episode features a conversation with Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, discussing insights on scaling and branding in the financial advisory space.

In this episode of Conquer Risk, we bring you a special guest appearance by Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, hosted by Stacey Havener. You may be familiar with Stacy’s work or even heard her on this very Podcast.       This is a fascinating listen, recorded not long after Potomac first crossed the $1B AUM mark. It is at the same time a fantastic time capsule of Manish in that moment, and a study in consistency, as so much of it rings as true today (at nearly $4B) as it did then.       For advisors looking to scale, brand build, and continually evolve their practice, we believe you will find this conversation insightful with clear takeaways. Enjoy the show.     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-207-20260422 Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Stacey Havener

Guest: Manish Khatta

Topics covered

  • business growth
  • investment strategies
  • branding
  • scaling practices
  • financial advisory

Keywords

  • Potomac
  • Billion Dollar Backstory
  • Manish Khatta
  • financial advisory
  • investment
  • scaling
  • branding

Mentioned in this episode

Organizations: Potomac, Conquer Risk

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