The Translator by RiskPro

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?Why RiskPro?How did RiskPro's math hold up over this past year?New and ongoing IntegrationsHow 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

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 of Eagle Retirement Plans, Inc. is is the Translator's guest seat.  Enjoy!

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.  It's not the Catalina Wine Mixer people, but it is Vol. 55, Issue 3 2010 Fiduciary Obligations of the Broker-Dealers and Investment Advisers (a.k.a. the Villanova Law Review piece).  Full disclosure, Jason and Julie are superstars in alternate, noncorrelated universes. About RiskPro:  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 offices, utilizing a common language that is simple to understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA.To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability, visit them at www.riskproadvisor.com  Follow RiskPro on LinkedInReach out to Solutions@RiskProAdvisor.com to find out how we can easily help you mitigate liability for your firm while keeping advisors and compliance teams happy and healthy!About The Pacific Financial Group, Inc.:  Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a dynamic WealthTech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.

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 Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home offices, utilizing a common language that is simple to understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA.To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability, visit them at www.riskproadvisor.com  Follow RiskPro on LinkedInReach out to Solutions@RiskProAdvisor.com to find out how we can easily help you mitigate liability for your firm while keeping advisors and compliance teams happy and healthy!About The Pacific Financial Group, Inc.:  Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a dynamic WealthTech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.

In this episode, The Translator's host, Julie Mochan, first gives ridiculous "Julie Tips for Re-Entry into the Office Atmosphere":avoiding people ☕

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 service to many industries, including the the financial industry. 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 understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA.To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability. visit www.riskproadvisor.com Follow us on LinkedInTo learn more about Lightyear, visit them here:  Lightyear.ai 

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 understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA. To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability. visit www.riskproadvisor.com Follow us on LinkedInAbout Anthrobot Creative, LLCFounder, Doug Griffith, spent 35 years at Walt Disney Imagineering seeking answers to the question, “What does it take to bring a machine to life?”  During the span of his Disney career he animated  hundreds of AUDIO-ANIMATRONICS figures and created numerous original characters, designed to perform both in real and digital realms. He was the creative lead for a number of successful development projects and directed the character  design and animation on numerous attractions; always in search of new tools and techniques to deliver a more authentic performance.   Contact Doug to learn more.Get ready for the Brood X!  17-Year Cicada Swarm

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! https://www.riskproadvisor.com/blogThis is a short fun listen with bonus features like....how to create a "gutter garden" :) ping me for more links juliem@tpfg.comFull disclosure - I never liked the word “ping” - unless it was accompanied by “pong”. Jus sayin. 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 understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA. To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability. visit www.riskproadvisor.com Follow us on LinkedInFor more information about a "free look" period for your data, email us at: ENVRiskPros@riskproadvisor.comAbout EnvestnetEnvestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies—leverage the Envestnet platform to grow their businesses and client relationships.For more information on Envestnet, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn. RiskPro and Envestnet are separate and unaffiliated firms, and are not responsible for each other’s services or policies. This release should not be construed as a recommendation or endorsement of any particular product, service, or firm.

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: 949-259-6928 2077 West Coast Highway, Suite A Newport Beach, CA 92663 solutions@riskproadvisor.com Talk to Julie Here or email me: JulieM@tpfg.com Mentioned in this Podcast: Josh Emanuel, Chief Investment Officer for Wilshire Funds Management In his role as CIO, Mr. Emanuel leads the investment activities of Wilshire Funds Management, including asset allocation, manager research, portfolio management, and investment research. Mr. Emanuel also chairs the Wilshire Funds Management Investment Committee. Dr. Alfonso Agnew, Professor and Chair, Mathematics, California State University Fullerton Courses: Vector and Tensor Analysis, General Relativity, Partial Differential Equations, Linear Algebra and Ordinary Differential Equations Research Areas: Mathematical issues in classical and quantum gravity -- General Relativity Theory and gravitational radiation, curved space quantum field theory, twistor theory, Non-Hausdorff spaces 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.

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 92663solutions@riskproadvisor.comLearn More About Cantella & Co.Inc. at: https://www.cantella.com/Cantella & Co., Inc.350 Main Street 3rd FloorMalden, MA 02148Map | Directions(800) 333-3502(617) 521-8630This 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, LLC or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Cantella & Co., Inc. and ProTools, LLC have no affiliation.

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) 943-7331Email: info@kovacksecurities.comRiskProOffice: 949-259-69282077 West Coast Highway, Suite ANewport Beach, CA 92663solutions@riskproadvisor.comThis 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, LLC or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Kovack Financial, Inc. and ProTools, LLC have no affiliation.

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 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, LLC or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing.