[Part 2] The Future of Financial Advising feat. Jad Chehlawi

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*NOTE: This episode was recorded before the COVID-19 outbreak. Any comments made in this episode on travel are no longer relevant or took place during ordered quarantines. 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

Back for part 2 of his Making Data Simple series is Jad Chehlawi, CEO and Founder of TelosTouch. This episode follows up to part 1, where Jad explains how TelosTouch is aiming to redefine the client experience of investing. This episode focuses more on the emotional challenges that frequently alter decisions and how to better account for those changes.

Connect with Jad

LinkedIn

TelosTouch

Show Notes

03:47 - Check out these 6 hacks for fighting financial procrastination.

10:06 - The missing link. Learn about the void TelosTouch seeks to fill here.

17:37 - Need to get up to speed on natural language processing (NLP)? Find out more here.

25:49 - Learn more about modern portfolio theory here.

Connect with the Team

Producer Liam Seston - LinkedIn.

Producer Lana Cosic - LinkedIn.

Producer Meighann Helene - LinkedIn.

Producer Kate Brown - LinkedIn.

Producer Allison Proctor - LinkedIn.

Producer Mark Simmonds - LinkedIn.

Producer Michael Sestak - 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.