The Translator

The Translator

by

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®

Recent Episodes

  • RiskPro's Math Passes the Test: Guest Jeff Olsen

    2 years ago
  • Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle

    3 years ago
  • Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02

    3 years ago
  • Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan

    3 years ago
  • Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick

    3 years ago
  • Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan

    4 years ago
  • Episode 6: Connecting Dots with a Veteran Disney Imagineeeeeer!

    4 years ago
  • Episode 5: It's 2021! What did we see coming?

    4 years ago
  • Episode 4: The One Thing RegTech, RiskPro and SoCal Punk Rock have in Common: Nick Scalzo

    4 years ago
  • Episode 3: Run A Successful Company and Home School? Jennie Tells Us How

    4 years ago