By Hosted by Julie Mochan
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.
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The podcast currently has 15 episodes available.
It's Season 2! In this first episode of the season, host Julie Mochan talks to Jeff Olsen, President of RiskPro® about:
About Jeff Olsen, President, RiskPro: With over a quarter century of experience in the financial services industry, Jeff has broad, dynamic experience in a variety of roles helping professional advisors deliver best practices solutions to their clients.
One of the original founders of RiskPro, Jeff, and his business partner Nick Scalzo, were driven by the real-world experiences of clients who struggled to align their perception of investment risk with the traditional definitions used by our industry. Realizing that the system was flawed, they developed RiskPro using a mathematically superior protocol and algorithm to analyze asset volatility and translate that into language that clients could understand and advisors could use to manage expectations.
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 LinkedIn
Reach out to [email protected] to find out how we can easily help you mitigate liability for your firm while keeping advisors and compliance teams happy and healthy!
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
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 liability for your firm while keeping advisors and compliance teams happy and healthy - plus recruiting talent!
More from our Blog
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 LinkedIn
ProTools, LLC is not affiliated with Envestnet, Eagle Retirement Plans, LLC or Crown Capital Securities, LP.
About Eagle Retirement Plans, Inc. Eagle Retirement Plans, Inc. offers Holistic Wealth Management Plans for groups and individuals specializing in helping individuals with their retirement plans as well as helping public, private, and non-profit employers design and manage cost-effective retirement plans. Focus is on helping our clients build retirement plans as the cornerstone to a well-balanced strategic investment portfolio. Eagle Retirement Plans has a proprietary process that provides a framework for in-depth strategic analysis while allowing the flexibility needed to bring creativity and new thinking to each plan. Retirement Planning is our business, so we know that keeping current with financial industry news is essential to making informed, strategic decisions. Interested pastors or churches can find more information here or email [email protected] Disclosure: Securities and Advisory services offered through Crown Capital Securities, LP, Member FINRA/SIPC. Eagle Retirement Plans, Inc. and Crown Capital Securities, LP are not affiliated.
Statistics quoted in podcast: 1 in 4 workers
Podcast Music: Araelia Lopatic
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 Villanova Law Review piece
🎙Investment Advisory and Fiduciary Obligations
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 LinkedIn
Reach out to [email protected] 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.
Fool disclosure, Jason and Julie are superstars in alternate, noncorrelated universes.
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 LinkedIn
Reach out to [email protected] 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":
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 spiritual compass to start thriving , not just surviving your hectic life. Also in this episode (not necessarily is this order):
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 LinkedIn
Reach out to [email protected] to find out how Jeff Olsen, Brooks Marston, and Cory Kendall can easily help you mitigate liability for your firm while keeping advisors and compliance teams happy and healthy!
About Kerry Bestwick: "Kerry.Be" is illuminating the path for humans who wish to live their best lives versus simply survive. Kerry emigrated to the USA in 1999, beginning her quest for living her best life. She initiated her mission by acquiring extensive schooling in multiple physical fitness and personal training modalities, which quickly led her to the path of the Mind/Body connection. Since 2001, Kerry has been teaching yoga, mindfulness practices, and group experiences in multiple health clubs, at Penn State University, and beyond. Kerry is an Embodied Life Coach and Holistic Health Coach. Kerry works with the Bestwick Foundation programming; the Jana Marie Foundation on programming for youth; and she co-developed State High EmpowHER Group, a leadership group for young high school girls with a vision to LEAD powerfully. Kerry leads weekend and weeklong transformation retreats, having developed immersion programs such as her signature 40 Day Program and A.I.M Workshops. Kerry is the owner of PYP Studio, a Mind/Body fitness studio and co-owns Rothrock Coffee with her husband Jamie Bestwick, professional BMX athlete.
Intro Music By: Araelia Lopatic
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 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 LinkedIn
About Lightyear.
Lightyear's software allows enterprises to buy and manage their telecom infrastructure (internet, voice, WAN, data center) on the web with a simple and transparent process. Lightyear's product is the go-to network procurement tool for companies like StockX, Curology, Lime, Roadrunner Transportation, and more. Lightyear.ai has raised $17M in venture capital from the first investors in Robinhood and Discord.
To learn more about Lightyear, find their products, contact info and blog on their website at: https://lightyear.ai/
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.
Music By: Araelia Lopatic
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 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 www.riskproadvisor.com Follow us on LinkedIn
About Anthrobot Creative, LLC
Founder, 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
Music By: Araelia Lopatic
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/blog
This is a short fun listen with bonus features like....how to create a "gutter garden" :) ping me for more links [email protected]
Full disclosure - I never liked the word “ping” - unless it was accompanied by “pong”. Jus sayin.
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 www.riskproadvisor.com Follow us on LinkedIn
For more information about a "free look" period for your data, email us at: [email protected]
About Envestnet
Envestnet, 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.
Music by: Araelia Lopatic
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
[email protected]
Talk to Julie Here or email me: [email protected]
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.
Music by: Araelia Lopatic
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/
RiskPro
Office: 949-259-6928
2077 West Coast Highway, Suite A
Newport Beach, CA 92663
[email protected]
Learn More About Cantella & Co.Inc. at: https://www.cantella.com/
Cantella & Co., Inc.
350 Main Street 3rd Floor
Malden, MA 02148
Map | Directions
(800) 333-3502
(617) 521-8630
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, 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.
Music by: Araelia Lopatic
The podcast currently has 15 episodes available.