Unlocking the Power of Storytelling in Asset Management with Zephyr
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 Zephyr aids in portfolio optimization, risk assessment, compliance, and more. Learn how it empowers professionals to build AUM and strengthen client relationships through compelling storytelling and cutting-edge technology.
Key Discussion Points:
- Zephyr’s Industry Impact: Starting with an overview, dive into how Zephyr enhances various aspects of wealth management including portfolio optimization, risk management, compliance, and tailored document creation
- Mastering Storytelling in Asset Management: Understand the crucial role of integrity and accuracy in a firm’s narrative and its alignment with compliance and marketing
- Effective Story Selling: Learn about the art of authentically selling your asset management story, aligning it with your investment objectives
- Strategies for Storytelling: Discover tips for asset managers on using data and visuals to tell engaging stories
- Zephyr’s Storytelling Support: Explore how Zephyr facilitates unique storytelling to boost product awareness
- Data’s Critical Role: See how up-to-date, compliant data is essential in crafting compelling stories
- Diverse Narrative Methods: Gain insights into various storytelling approaches for asset managers
- Tech-Driven Growth: Conclude with how leveraging technology like Zephyr can aid in AUM growth and product awareness
- And much more!
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Connect with Randy Jones:
About Ryan Nauman:
Ryan Nauman, Market Strategist, is the host of the popular Adjusted for Risk podcast. He is a well-respected investment industry strategist regularly featured on TD Ameritrade Network, Yahoo! Finance, Bloomberg TV, Bloomberg Radio, and Chuck Jaffe’s Money Life podcast. His opinions and market expertise have been published in Reuters, CNBC, Bloomberg, MarketWatch.com, Yahoo! Finance, and the Wall Street Journal. As Zephyr’s Market Strategist, Nauman provides analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions.
About Chris Volpe:
Chris Volpe, Director of Zephyr, is a dynamic financial services leader with a track record of driving business growth, differentiation, and success. Chris’s extensive experience spans across companies of varying sizes, showcasing his versatility. He’s adept at leading cross-functional global teams, focusing on client needs and internal efficiencies. As a senior business manager, Chris is skilled in identifying market trends, adjusting strategies, and ensuring growth and efficiency.
About Randy Jones:
Randy Jones, Director of Product Management at Zephyr, is a dedicated client advocate and seasoned product manager specializing in delivering SaaS-based solutions tailored to client needs. His philosophy is centered on the belief that client success equates to the company’s success. Known for his strong analytical, communication skills, and integrity, Randy has been pivotal in creating synergy between clients and internal teams, fostering mutual growth. His areas of expertise include SaaS, Agile/Scrum, Pragmatic Marketing, Quantitative Analysis, Portfolio and Wealth Management, Comprehensive Reporting, and Risk Analysis.
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