Podknife - [Part 2] The Future of Financial Advising feat. Jad Chehlawi by Making Data Simple

Help
Help

Suggested Topics
- What is Podknife?
  
  Podknife is a curated podcast information and review site designed to be accessible in your browser from any device. We’re working to build the most useful podcast information source available by providing you with as much publicly available information about each podcast in our database as we can find and keeping it as up to date as possible.
- Can I listen to podcasts on Podknife?
  
  Yeah! There's a player at the bottom of the page.
- How can I get my podcast on Podknife?
  
  We’d love to hear about your podcast and consider it for addition. You can suggest your own by logging in and selecting the “Suggest a Podcast” link from the menu. Fill out the form and we’ll take it from there.
- How can I submit a review of a podcast?
  
  To submit a review of a podcast, go to the page of the podcast you want to review and click the "Submit Review" button below the image associated with the podcast. Clicking that button brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review.
- How can I submit a review of a podcast episode?
  
  To submit a review of a podcast episode, go to the page of the podcast whose episode you want to review and find the specific episode you're looking for. Clicking on any episode reveals a "View Episode" button and clicking on that brings you to an episode-specific page where you can find more information displayed about the episode along with a "Submit Review" button. Clicking that brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review of the episode.
- Is there a Podknife app?
  
  Not yet - we're keeping it in the browser at least for now. No app download required to access anything on the site.
- How can I change my display name?
  
  To change your display name, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new display name and press the "Save" button to confirm the change.
- How can I change my password?
  
  To change your password, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new password in the two fields below "Update Password" and press the "Save" button to confirm the change.
- How can I keep track of all my reviews?
  
  Within the menu, click on "My Profile", you will then be able to check all your reviews for both podcast & episode. You can also check all your favorite podcasts.
- How can I keep track of all my favorited podcasts?
  
  You can find podcasts you’ve favorited displayed on the My Profile page associated with your account (https://podknife.com/profile).
  You can share your My Profile page displaying your favorite podcasts as well as any reviews you’ve written publicly with a link in the form https://podknife.com/users/[displayname] where [displayname] is replaced by your Display Name.
- How can I favorite a podcast?
  
  On each podcast page you’ll find the outline of a star above the podcast title. Clicking this star fills it in and designates the podcast as a favorite (for logged in users) or invites the user to log in or register for an account (for users who are not logged in). You can find favorited podcasts displayed on the My Profile page associated with your account (https://podknife.com/profile).
- How can I register for a Podknife account?
  
  To register, click on the “Register” button in the top right of your browser window (or visit https://podknife.com/users/sign_up). Enter a Display Name to be associated with your account on the site (alongside any reviews you contribute, for example), an Email address to associate with the account and your password (twice for confirmation). Press the “Confirm” button and you should be all set, logged in and ready to review and favorite podcasts as you wish.
- How can I get in touch?
  
  We’d love to hear from you. You can reach us using the Feedback form (https://podknife.com/feedbacks/new) which can be found either in the footer on each page (for users who are not logged in) or in the dropdown menu (for logged in users).
  
  You can also reach us on Twitter by tweeting us @podknife (https://twitter.com/podknife) or on Facebook by messaging us from our page (https://www.facebook.com/podknife/).
- Log In
- Register
- Feedback
- Help
- Privacy Policy
- Terms of Use
© Podknife 2024

This episode currently has no reviews.

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

Podcast |: Making Data Simple
Publisher |: IBM
Media Type |: audio
Podknife tags |: Artificial Intelligence,; Data Science,; Interview,; Technology
Categories Via RSS |: Business,; Entrepreneurship,; Technology
Publication Date |: Apr 01, 2020
Episode Duration |: 00:37:37

*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

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 almartintalksdata@gmail.com 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.

This episode currently has no reviews.

Submit Review

This episode could use a review!

This episode could use a review! Have anything to say about it? Share your thoughts using the button below.

Submit Review