1. EachPod
EachPod
The Translator by RiskPro - Podcast

The Translator by RiskPro

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®

Business Innovation Technology Advice Finance Investing
Update frequency
every 45 days
Average duration
26 minutes
Episodes
12
Years Active
2020 - 2022
Share to:
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 and Why Use It?
  • How Is The RiskPro Math Holding Up?
  • How do Advisor…
00:31:40  |   Thu 25 Aug 2022
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 …

00:23:53  |   Tue 16 Nov 2021
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 Coun…

00:13:08  |   Fri 27 Aug 2021
Episode 9: Introducing The NEW Compliance

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 Com…

00:09:51  |   Thu 05 Aug 2021
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 m…
00:40:21  |   Fri 23 Jul 2021
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…

00:36:31  |   Fri 14 May 2021
Episode 6: Connecting Dots with a Veteran Disney Imagineeeeeer!

Episode 6: Connecting Dots with a Veteran Disney Imagineeeeeer!

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 techno…

00:40:34  |   Wed 24 Mar 2021
Episode 5: It's 2021!  What did we see coming?

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 Off…

00:22:27  |   Wed 03 Feb 2021
Episode 4: The One Thing RegTech, RiskPro and SoCal Punk Rock have in Common:  Nick Scalzo

Episode 4: The 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 his…

00:38:05  |   Thu 16 Jul 2020
Episode 3: Run A Successful Company and Home School?  Jennie Tells Us How

Episode 3: Run A Successful Company and Home School? Jennie Tells Us How

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? …

00:26:56  |   Fri 05 Jun 2020
Episode 2: Chris Mills talks Back Office Insights and Game Changers

Episode 2: Chris Mills talks Back Office Insights and Game Changers

If you work in the home office of a financial institution, you should listen to this episode.  I drop in on an interview that Jeff Olsen, Pres. RiskPro, is having with Chris Mills, Exec VP of Advisor…

00:16:55  |   Thu 19 Mar 2020
Episode 1: RiskPro Explained

Episode 1: RiskPro Explained

In this episode, I talk ]about what the technology does, and why it is a game-changing tool in the financial industry. 
Episodes of The Translator will have different styles.  This particular style, …

00:11:56  |   Mon 09 Mar 2020
Disclaimer: The podcast and artwork embedded on this page are the property of Hosted by Julie Mochan. This content is not affiliated with or endorsed by eachpod.com.