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

03/19/20 • 16 min

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 Advisory and Operations, Kovack Financial - Let Chris know if you want to know more about his experience; or contact me for more RiskPro info!
Kovack Securities, Inc. Member FINRA / SIPC
6451 North Federal Highway, Suite 1201
Fort Lauderdale, Florida 33308
Ph: (954) 782-4771 Fax: (954) 943-7331
Email: [email protected]
RiskPro
Office: 949-259-6928
2077 West Coast Highway, Suite A
Newport Beach, CA 92663
[email protected]

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, LLC or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Kovack Financial, Inc. and ProTools, LLC have no affiliation.
Music By: Araelia Lopatic

Previous Episode

Episode 1: Jeff Olsen Explains RiskPro to Us

In this episode, I talk to Jeff Olsen, President of RiskPro 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, as it is the first Episode, is a "fact-finder".
For more information, visit www.riskproadvisor.com
Jeff can be reached at 800-735-3764
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, LLC or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing.
Music by: Araelia Lopatic

Next Episode

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? Got a kid? Got a kid and then some twins? Got all that and Riskpro too? Jennie tells us how to handle it all in style!
Learn More About RiskPro: https://www.riskproadvisor.com/
RiskPro
Office: 949-259-6928
2077 West Coast Highway, Suite A
Newport Beach, CA 92663
[email protected]

Learn More About Cantella & Co.Inc. at: https://www.cantella.com/
Cantella & Co., Inc.
350 Main Street 3rd Floor
Malden, MA 02148
Map | Directions
(800) 333-3502
(617) 521-8630
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, LLC or its affiliates. ProTools does not provide investment, tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Cantella & Co., Inc. and ProTools, LLC have no affiliation.
Music by: Araelia Lopatic