Making Data Simple

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

April 01, 2020 IBM Big Data & Analytics Hub Season 4 Episode 13
Making Data Simple
[Part 2] The Future of Financial Advising feat. Jad Chehlawi
Chapters
Making Data Simple
[Part 2] The Future of Financial Advising feat. Jad Chehlawi
Apr 01, 2020 Season 4 Episode 13
IBM Big Data & Analytics Hub

*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 [almartintalksdata@gmail.com] 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.

Show Notes

*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 [almartintalksdata@gmail.com] 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.