[Part 1] The Future of Financial Advising feat. Jad Chehlawi

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*NOTE: This episode was recorded before COVID-19 mandates. Comments made in this episode on travel took place before any quarantines were in effect and are no longer applicable. Please stay home and be safe.*

Want to be featured as a guest on Making Data Simple? Reach out to us at [[email protected]] and tell us why you should be next.

Abstract

Our guest this week is Jad Chehlawi, Founder and CEO of TelosTouch. Jad has extensive experience in both the technology and finance industries. He aims to redefine the client experience by enabling real-time engagement across multiple sectors. Host Al Martin asks the tough questions regarding the state of financial advice and provides an opinionated response to current trends. Get insight on your investments and discover new methods of making the right financial decisions. Tune-in to find out.

Connect with Jad

LinkedIn

TelosTouch

Show Notes

05:00 - Check out this article by Investopedia which analyzes the communication gap with clients.

14:17 - Get an understanding of wealth management with this Forbes article.

28:35 - Take a look at this Forbes article which discusses the future for financial advisors.

Connect with the Team

Producer Liam Seston - LinkedIn.

Producer Lana Cosic - LinkedIn.

Producer Meighann Helene - LinkedIn.

Producer Mark Simmonds - LinkedIn.

Host Al Martin - LinkedIn and Twitter.

Want to be featured as a guest on Making Data Simple? Reach out to us at [email protected] and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.