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Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG. www.tpfg.com
12 Episodes
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It's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about:What is RiskPro and Why Use It?How Is The RiskPro Math Holding Up?CLICK TO 👉DOWNLOAD RISKPRO E-BOOK W/ CHARTS How do Advisors Use RiskPro to Help their Clients?How do Compliance Teams Use RiskPro to Liability?Is it Easy To Implement as a Firm?....and more 😁About Jeff Olsen, President, RiskPro: With over a quarter century of experience in the financial services indu...
In this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using financial professional that followed his calling for helping individuals and churches throughout the country: Doug Eagle , President of Eagle Retirement Plans, Inc. is is the Translator's guest seat. Enjoy! 🎁 Reach out to RiskPro's President, Jeff Olsen today to see how we can easily help you mitigate ...
In this second episode of the series of mini-casts (short podcasts within a podcast) ,The Translator host, Julie Mochan, gets talking about PTE 2020-02 with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan. In December of 2020, the DOL adopted PTE 2020-02 🎙 Jason tells you who is affected by the DOL's final exemption🎙Jason talks Vol. 55, Issue 3 2010 Fiduciary Obligations of the Broker-Dealers and Investment Advisers - a.k.a. the Vil...
This episode is the first in a series of mini-casts (short podcasts within a podcast) where The Translator host, Julie Mochan, will dig into financial regulatory and compliance topics with Chief Compliance Officer and General Counsel for The Pacific Financial Group, Inc. , Jason Luhan.Look for lots of About RiskPro: RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First ...
In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere":avoiding people ☕🤨changing the dress code🤠wearing shoes 👟👠👞hair and make-up 👱🏽♂️💈💄and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick. Everyone from Executives, Professors, Athletes, Interns, Sports Teams, Students, Parents, can earn how to align your mental, physical, emotional and spiritu...
The Translator's host, Julie Mochan interviews Dennis Thankachan, CEO of Lightyear.ai. about leaving the financial industry to start a business that offers its product and services to many industries, including the the financial industry. Dennis shares his personal philosophy on knowing which path to take to be successful at doing what you have a passion for. About RiskProRiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated...
Julie Mochan, host of The Translator by RiskPro talks to Doug Griffith, Founder of Anthrobot Creative and 35 year veteran of Walt Disney Imagineering. About RiskProRiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home offices, utilizing a common language that is simple to u...
In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk. Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro. Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can easily do to uncover risk in their entire book of business before it can create a problem. For the latest, visit Our Blog!&n...
Tune in to enjoy host Julie Mochan talk in depth to Nick Scalzo, CEO of RiskPro's parent company about the origin and development of this RegTech solution. Nick then shares quite a bit about his history growing up in Southern California,and the Orange County punk music scene. There are lots of shout outs to many people that have influenced and helped Nick all along the way to his current successes that he shares with his Co-CEO Megan Meade! Click for More About RiskPro Office...
Episode #3: Julie interviews the President of Cantella and Company, Inc. of Boston, Jennie Devlin. This is a super fast and fun talk with a woman to watch in the financial industry. Got a career? Got a kid? Got a kid and then some twins? Got all that and Riskpro too? Jennie tells us how to handle it all in style!Learn More About RiskPro: https://www.riskproadvisor.com/RiskProOffice: 949-259-69282077 West Coast Highway, Suite ANewport Beach, CA 92663so...
If you work in the home office of a financial institution, you should listen to this episode. I drop in on an interview that Jeff Olsen, Pres. RiskPro, is having with Chris Mills, Exec VP of Advisory and Operations, Kovack Financial - Let Chris know if you want to know more about his experience; or contact me for more RiskPro info! Kovack Securities, Inc. Member FINRA / SIPC6451 North Federal Highway, Suite 1201Fort Lauderdale, Florida 33308Ph: (954) 782-4771 Fax: (954...
In this episode, I talk to Jeff Olsen, President of RiskPro about what the technology does, and why it is a game-changing tool in the financial industry. Episodes of The Translator will have different styles. This particular style, as it is the first Episode, is a "fact-finder".For more information, visit www.riskproadvisor.comJeff can be reached at 800-735-3764This recording has been prepared and made available by RiskPro® to be used for information purposes only. RiskPro® is an ...
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