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RiskPro's Math Passes the Test: Guest Jeff Olsen
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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?
- CLICK TO 👉DOWNLOAD RISKPRO E-BOOK W/ CHARTS
- 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 😁
About Jeff Olsen, President, RiskPro: With over a quarter century of experience in the financial services industry, Jeff has broad, dynamic experience in a variety of roles helping professional advisors deliver best practices solutions to their clients.
One of the original founders of RiskPro, Jeff, and his business partner Nick Scalzo, were driven by the real-world experiences of clients who struggled to align their perception of investment risk with the traditional definitions used by our industry. Realizing that the system was flawed, they developed RiskPro using a mathematically superior protocol and algorithm to analyze asset volatility and translate that into language that clients could understand and advisors could use to manage expectations.
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!
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
12 episodes
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