The Future of Wealth Management with Zephyr
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 resonate with clients. Learn about the strategic benefits of integrating Zephyr to streamline client engagement and elevate portfolio management.
Key Discussion Points:
- Efficient Proposal Generation: Uncover how Zephyr slashes proposal times, boosting responsiveness to client needs and market dynamics
- Client Acquisition and Retention: Explore how Zephyr’s tools fortify client relationships and open doors to new business opportunities
- Impact of Personalization: Dive into the importance of understanding and meeting client needs to craft compelling proposals that build trust and demonstrate value
- Adapting to Market Dynamics: Learn how Zephyr empowers advisors to swiftly adjust proposals in response to market volatility, as highlighted during the COVID-19 pandemic
- Proactive Client Management: Discover strategies for ongoing client engagement and ensure investment strategies evolve with client goals and risk tolerance
- And much more!
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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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