59 minutes | Apr 13, 2021

Doubling Your Company’s Assets Through Content Creation with Manish Khatta

Manish Khatta is the President and Chief Investment Officer of the investment management & strategy firm Potomac Fund Management. Manish initially wanted to become a sports agent, but after working at Potomac while waiting for law school to start, he immediately fell in love with the industry. He began his career with the company by programming the initial work on Potomac’s mechanical trading systems. A true math geek and quant, Manish worked his way up to his current position, creating and refining trading strategies built on mathematical computations and number crunching along the way.   Manish joins me today to discuss how Potomac doubled its assets in six months under his watch, without a salesperson or wholesaler. He describes his journey in Potomac and its condition from a branding perspective before they implemented his marketing initiatives. He shares his ideas on accessing and integrating technology platforms in an organization’s operations and the importance of being patient and committed when creating content. He also reveals why the only thing that matters more than a client is your employees and emphasizes the importance of sharing your story through content.   “If you are yourself and put yourself out there, you’ll have clients who’ll resonate with you. If you’re proud of what you do and what you offer, go out there and tell your story.” - Manish Khatta   This week on The Model FA Podcast:   Manish’s career journey from intern to President and CIO The best time for financial advisors to onboard FinTech into their organization Potomac’s brandless history and the importance of developing a company brand The benefits of creating content and why content creation needs to be a commitment Cultivating the patience to create content and build an online presence Weaving a spider web of content that catches prospects Delivering happiness to clients and how to build trust with customers Why business owners need to focus on taking care of their employees and making them happy How to go from being a boss to being a leader and avoid employee turnover The value of outsourcing tasks The importance of standing by what you’re passionate about and believing in what you do   Resources Mentioned:   Delivering Happiness: A Path to Profits, Passion, and Purpose by Tony Hsieh The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Timothy Ferris   Our Favorite Quotes:   “No one wants to be sold something. Instead, add value: if you do, everything will come back tenfold.” - Manish Khatta “To make your clients happy, there’s nothing else you can do other than doubling down on making your employees happy.” - Manish Khatta   Connect with Manish Khatta:   Potomac Email: mkhatta@potomacfund.com Potomac on LinkedIn Potomac on Instagram Potomac on Facebook Potomac on Twitter Manish Khatta on LinkedIn Manish Khatta on Twitter     About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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