12 episodes

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®

The Translator by RiskPro Hosted by Julie Mochan

    • Business
    • 5.0 • 9 Ratings

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®

    RiskPro's Math Passes the Test: Guest Jeff Olsen

    RiskPro's Math Passes the Test: Guest Jeff Olsen

    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?DOWNLOAD CHARTS THAT JEFF AND JULIE TALK ABOUT HERENew 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 😁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 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!

    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

    • 31 min
    Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle

    Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle

    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 Doug@EagleRetirementPlans.com 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

    • 23 min
    Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02

    Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02

    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 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.

    Fool disclosure, Jason and Julie are superstars in alternate, noncorrelated universes.

    • 13 min
    Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan

    Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan

    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 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.

    • 9 min
    Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick

    Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick

    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 spiritual compass to start thriving , not just surviving your hectic life.   Also in this episode (not necessarily is this order): 
    dealing with social media wearing a "mask" to keep up with your title reacting to emotions or numbing your emotionsAmy Cuddy's Fake it Til You Make Itenergy vampiresaccepting others serving yourself so that you can help othersliving "above the center line"starting your day by defining yourselflots more things!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 Solutions@RiskProAdvisor.com 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

    • 40 min
    Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan

    Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan

    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

    • 36 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Nikki Sixxx ,

Episode 4

I’m working on the intensity...hahahahaha! FYI

Ginger Woolridge ,

Great mix

Great mix of business and fun. Very candid and real!

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