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?
- 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 😁
Important Disclosures: This recording has been prepared and made available by RiskPro® to be used for information purposes only. RiskPro® is an investment risk profiling and portfolio construction software as a service platform developed by ProTools, LLC (“ProTools”). The information contained herein, including any expressions of opinion, has been obtained from or is based on sources believed to be reliable but its accuracy or completeness is not guaranteed and is subject to change without notice. Any expressions of opinions reflect the views of the speakers and are not necessarily those of ProTools or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Any third parties mentioned in the podcast have no affiliation with The Pacific Financial Group, Inc. or ProTools, LLC.
Podcast Music By: Araelia Lopatic
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