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Chatbots Working In The Financial Service

by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments

We talk to the CEO of the ChatC Group, Jennifer Etchegary, about what is a chatbot and how they work in financial services. Follow the ChatC Group on Twitter, Facebook and Instagram.

Pandemic Downsizing

by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments

We talk to Keisha Telfer, co-founder of Transition Realty, about if downsizing during a pandemic for baby boomers and empty nesters. Follow Transition Realty on Facebook and Linkedin.

Should Thematic ETFs Be On Your Radar

by Bruce Sellery | Feb 3, 2021 | Podcasts, Specific Segments

We talk to Jay Jacobs, Head of Research & Strategy at Global X, about what thematic ETFs are and why they should be on your radar. Connect with Jay on Twitter.

Full Episode: Downsizing During A Pandemic

by Bruce Sellery | Feb 2, 2021 | Full Episodes, Podcasts

Considering downsizing your home? Keisha Telfer from Transitions Realty tells us why she thinks now might be the best time. Then, everything you need to know about chatbots. Jennifer Etchegary from the ChatC Group is here to tell us how they work. And, a new tool that...

What To Know When It Comes To Saving For Retirement

by Bruce Sellery | Jan 27, 2021 | Podcasts, Specific Segments

We talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about his new book Everything You Need To Know About Saving For Retirement and the 20 most important financial laws to live by. Find out more about Ben at his site, A...
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