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A To Zephyr

A To Zephyr

Written by: A To Zephyr
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About this listen

 Welcome to A To Zephyr with Ryan Nauman from Zephyr, an award-winning wealth management software. In this podcast we help financial advisors and managers overcome the complexities of client relationship experiences. We do this by leveraging state-of-the-art technology and insights from the world’s most influential financial events. Join us for this journey where we explore superior wealth management techniques as Zephyr draws from its rich history, industry honors, and a vast network of financial experts to solve the intricacies of investment planning.Copyright © 2023 A To Zephyr Economics
Episodes
  • The Power of Personalization in Wealth Transfer

    The Power of Personalization in Wealth Transfer
    Nov 21 2024
    What trends are set to transform wealth management in the next five years? Join host Ryan Nauman, along with Chris Volpe and Randy Jones, about the future of wealth management, focusing on the profound shift towards personalization. Together, they unpack the implications of the “great wealth transfer,” the push for personalized investments, and the powerful …

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    34 mins
  • Transform Your Financial Advisory with Zephyr

    Transform Your Financial Advisory with Zephyr
    Oct 16 2024
    What if you could transform your financial advising practice into an efficiency powerhouse? Join host Ryan Nauman and co-host Randy Jones in exploring the game-changing strategies that can help financial advisors and asset managers overcome common challenges by leveraging Zephyr’s innovative technology. Discover how Zephyr not only enhances client personalization and portfolio optimization but also …

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    22 mins
  • How To Stay Ahead of the Wealth Transfer with Zephyr

    How To Stay Ahead of the Wealth Transfer with Zephyr
    Aug 28 2024
    The ‘great wealth transfer’ is coming—will you be ready? Join host Ryan Nauman, along with Chris Volpe and Randy Jones, as they unpack Zephyr’s latest innovations. This episode discusses how the platform is revolutionizing client personalization, portfolio optimization, and preparing advisors for the “great wealth transfer.” It’s a must-listen for those looking to enhance client …

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    28 mins
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