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[Part 2] The Future of Financial Advising feat. Jad Chehlawi
04/01/20 • 37 min
*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
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.
*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
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.
Previous Episode
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[Part 1] The Future of Financial Advising feat. Jad Chehlawi
*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
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.
Next Episode
Advice for a Successful Career Path feat. Alyse Daghelian
*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
Our guest this week is Alyse Daghelian, Global Vice President Cloud Expert Services at IBM. Alyse has gone through many role transitions, from starting in engineering to being the lead for global sales at IBM. She provides some insightful advice that can help you take the next step towards your career goals. Tune-in to learn more.
Connect with Alyse
Show Notes
01:26 - You should always be looking for a new job. Click here for a Forbes article that explains why.
10:57 - Check out this article on medium that explains the impact of dehydration on the brain.
27:49 - Learn more about the fundamental life skills that poker can tech you 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.
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