Videos & Podcasts

Who Is TPFG?

Who Is TPFG?

Learn about TPFG and how we have grown and evolved.

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TPFG Pre-Retirement Solutions

TPFG Pre-Retirement Solutions

Learn how you can optimize your practice by working with clients before they retire.

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TPFG - Strategy PLUS™

TPFG - Strategy PLUS™

See how our Strategy PLUS™ platform can transform your practice and give you access to industry leaders.

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Is Your Practice Pandemic Proof?

Is Your Practice Pandemic Proof?

This year has shown everyone how important it is to plan for the unexpected. Watch this video to see if your practice is pandemic proof!

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Innovate or Evaporate

Innovate or Evaporate

See how to remain relevant and grow your practice through innovation.

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Getting Referrals

Getting Referrals

Check out this video to show you how to build your practice through referrals.

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Asset Allocation Committee LIVE!

Asset Allocation Committee LIVE!

To kick off the new year, we brought together our elite group of industry strategists to share unique viewpoints on the market and the year ahead in investing.

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New Video Coming Soon!

New Video Coming Soon!

New Video Coming Soon!

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401k Pre Retirement Solution

401k Pre Retirement Solution

Learn how to help your clients towards their retirement goals, while they are still working!

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Strategy PLUS™

Strategy PLUS™

TPFG Introduces Strategy PLUS™, a new flagship investment platform.

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How To Make Your Business Pandemic Proof

How To Make Your Business Pandemic Proof

The value of advice has never been more important. Listen to this insightful interview by Mike Watson, VP of Wealth Management at Independent Financial Group and Sylvain Templeman, EVP and National Sales Manager at The Pacific Financial Group to learn how TPFG has been helping advisors make a difference and exponentially grow their book of business in the virtual wealth management world.

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Jeff Olsen Explains RiskPro® to Us

Jeff Olsen Explains RiskPro® to Us

In this episode, we talk to Jeff Olsen, President of RiskPro, about what the technology does and why it is a game changing tool in the financial industry.

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Advisor Portal Overview

Advisor Portal Overview

In this video, learn how to use and navigate the Advisor Portal.

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Client Portal Overview

Client Portal Overview

In this video, explore the Client Portal and learn how to use it.

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Portfolio Audit

Portfolio Audit

In this video, discover how you can audit your portfolios.

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Report and Queries

Report and Queries

In this video, learn how to run and understand Report and Queries.

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