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 of RiskPro! Follow us and visit www.riskproadvisor.com Julie Mochan, AIF®
It's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about:
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 Pres...
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 Obl...
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...
In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere":
and then dives deep and gets real by asking many important questions of expert Life and Leadership Coach, Kerry Bestwick.
Everyone from E...
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.
RiskPro® is a revolutionary technology platform that p...
RiskPro® 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...
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 c...
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-CE...
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/
2077 West Coast Highway, Suite...
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 / SIPC
6451 North Federal Highway, Suite 1201
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.com
Jeff can be reached at 800-735-3764
This recording has been prepared and made available by RiskPr...
If you can never get enough true crime... Congratulations, you’ve found your people.
Serial is a podcast from Serial Productions, a New York Times company, hosted by Sarah Koenig. Serial unfolds one story - a true story - over the course of a whole season. The show follows the plot and characters wherever they lead, through many surprising twists and turns. Sarah won't know what happens at the end of the story until she gets there, not long before you get there with her. Each week she'll bring you the latest chapter, so it's important to listen in, starting with Episode 1. New episodes are released on Thursday mornings.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.
For every story that runs, countless others are killed before anyone gets the chance to read them. KILLED reveals the true stories behind reporting that was once considered too dangerous, too fringe, too…SOMETHING…by the media. With help from some of the biggest names in magazines, Justine Harman brings dead stories back to life.
Welcome to the Official Game of Thrones Podcast: House of the Dragon produced by HBO Max and iHeartRadio. This show is the go-to audio destination to unpack and discuss everything Game of Thrones for casual and die-hard fans alike, starting with the new HBO Original series, House of the Dragon. Join our hosts Jason Concepcion (X-Ray Vision) and Greta Johnsen (WBEZ's Nerdette podcast) every week as they share insights, fan questions, exclusive interviews with the cast and crew, and a whole lot of thoughts and opinions. It’s the only podcast with the inside scoop on all things Game of Thrones. It is also produced in association with Crooked Media.