Ibm Analytics Insights Podcasts

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

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Send us a text*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 Comments made in this episode on travel took place before any quarantines were in effect and are no longer applicable.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