Podcasts & Videos

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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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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New Video Coming Soon

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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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