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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, also host of Open Windows Investing by TPFG. www.tpfg.com
| Episode | Date |
|---|---|
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RiskPro's Math Passes the Test: Guest Jeff Olsen
|
Aug 25, 2022 |
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Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle
|
Nov 16, 2021 |
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Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02
|
Aug 27, 2021 |
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Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan
|
Aug 05, 2021 |
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Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick
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Jul 23, 2021 |
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Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan
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May 14, 2021 |
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Episode 6: Connecting Dots with a Veteran Disney Imagineeeeeer!
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Mar 24, 2021 |
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Episode 5: It's 2021! What did we see coming?
|
Feb 03, 2021 |
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Episode 4: The One Thing RegTech, RiskPro and SoCal Punk Rock have in Common: Nick Scalzo
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Jul 16, 2020 |
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Episode 3: Run A Successful Company and Home School? Jennie Tells Us How
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Jun 05, 2020 |
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Episode 2: Chris Mills talks Back Office Insights and Game Changers
|
Mar 19, 2020 |
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Episode 1: RiskPro Explained
|
Mar 09, 2020 |