Jeff Olsen is Back! Learn How RiskPro Passed the Big Test
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 Integrations
- 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 😁
Episode 11: RiskPro User Creating Church Plans Doug Eagle
The Translator's host, Julie Mochan talks with 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. Enjoy!
Episode 10: DOL's Prohibited Transaction Exemption
In this second episode of the series of mini-casts ,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.
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.
Episode 8 Dare to Get Real with Expert Life/Leadership Coach
In this episode, The Translator 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.
Episode 7 Get Inspired with Lightyear 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 service to many industries, including the financial industry.
Episode 6 Connecting Dots with a Veteran Disney Imagineeeeeer!
host of The Translator by RiskPro talks to Doug Griffith, Founder of Anthrobot Creative and 35 year veteran of Walt Disney Imagineering.
Episode 5 It's 2021! What did we see coming?
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.
Episode 4 One thing RegTech, RiskPro and SoCal Punk Rock have in Common: Nick Scalzo
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!
Episode 3 Run A Successful Company and Home School? Jennie Tells Us How.
A conversation with Cantella & Co. President Jennie Devlin about juggling family and a financial career, and her RiskPro experience.
Episode 2 Kovack EVP, Chris Mills calls RiskPro® a "Game Changer".
If you work in a home office of a broker dealer, you should listen to this episode. Jeff Olsen, President of RiskPro, speaks with Chris Mills, Executive VP of Kovack Financial.
Episode 1 Jeff Olsen Explains RiskPro® to Us
In this episode, we talk to Jeff Olsen, President of RiskPro, about what the technology does and why it is a game changing tool in the financial industry.