The Translator by RiskPro

By Hosted by Julie Mochan

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Category: Investing

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Episodes: 12

Description

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

Julie Mochan, AIF®


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