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
  • Zephyr’s Approach to Efficient and Accurate Performance Reporting

    Zephyr’s Approach to Efficient and Accurate Performance Reporting
    Jul 30 2024
    Discover how Zephyr’s advanced reporting transforms client trust and transparency! Join host Ryan Nauman, as he discusses how Zephyr simplifies the performance reporting process for wealth managers. With insights from Randy Jones and Damian Fahy, this episode explores the pivotal role of performance reporting in strengthening client relationships and optimizing investment strategies. Key Discussion Points: …

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    24 mins
  • Empowering Personalized Investment Strategies with Zephyr

    Empowering Personalized Investment Strategies with Zephyr
    Jun 19 2024
    Learn how Zephyr empowers financial advisors to develop personalized investment strategies tailored to each client’s unique goals and needs. Join host Ryan Nauman and co-hosts Chris Volpe and Randy Jones as they explore the evolving landscape of financial advisory. Discover how Zephyr’s innovative tools optimize portfolios, ensure compliance, and foster deeper client relationships. This episode …

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    25 mins
  • The Future of Wealth Management with Zephyr

    The Future of Wealth Management with Zephyr
    May 29 2024
    Learn how Zephyr can change the way you think about wealth management and client relationships. Dive into the world of wealth management with host Ryan Nauman and his co-hosts Randy Jones and Chris Volpe in the latest ‘A to Zephyr’ episode. Discover how Zephyr’s cutting-edge tools help financial professionals create personalized investment proposals that truly …

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    24 mins
  • Unlocking the Power of Storytelling in Asset Management with Zephyr

    Unlocking the Power of Storytelling in Asset Management with Zephyr
    Apr 17 2024
    How can Zephyr transform your asset management strategy? Welcome to A to Zephy with host Ryan Nauman, and his co-hosts Randy Jones and Chris Volpe. Join them as they unveil the capabilities of Zephyr – the software transforming the wealth management industry. Whether you’re a financial advisor, asset manager, or an industry enthusiast, discover how …

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    19 mins
  • Why You Should Embrace Separately Managed Accounts

    Why You Should Embrace Separately Managed Accounts
    Mar 20 2024
    What’s the big deal about Separately Managed Accounts in everyday investing? Discover the profound power of Separately Managed Accounts (SMAs) in the newest episode of “A to Zephyr”. Host Ryan Nauman, alongside Randy Jones and Nick Williams, dives into the significant role of SMAs in today’s financial landscape. Perfect for wealth managers, financial advisors, asset …

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    25 mins