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 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 😁

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

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 the Translator's guest seat. Enjoy!

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

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.

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.