Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

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

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

FromMaking Data Simple


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

FromMaking Data Simple

ratings:
Length:
49 minutes
Released:
Mar 25, 2020
Format:
Podcast episode

Description

*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 Comments made in this episode on travel took place before any quarantines were in effect and are no longer applicable.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 [almartintalksdata@gmail.com] and tell us why you should be next. AbstractOur 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 JadLinkedInTelosTouchShow Notes05:00 - 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 TeamProducer Liam Seston - LinkedIn.Producer Lana Cosic - LinkedIn.Producer Meighann Helene - LinkedIn. Producer Mark Simmonds - LinkedIn. Host Al Martin - LinkedIn and Twitter.
Released:
Mar 25, 2020
Format:
Podcast episode

Titles in the series (100)

Hosted by Al Martin, WW VP Account Technology Leaders at IBM. Making Data Simple provides the latest thinking on leadership, big data, A.I., and the implications for the enterprise from a range of experts.