How To Stay Ahead of the Wealth Transfer with Zephyr
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 relationships and drive business growth in an increasingly competitive landscape.
Key Discussion Points:
- Unpacking Personalization: Learn how Zephyr’s advanced tools meet the rising demand for tailored investment strategies, enabling advisors to scale personalized client engagement effortlessly
- Navigating the Great Wealth Transfer: Explore the challenges and opportunities of the impending wealth transfer, and how Zephyr helps advisors retain the next generation of clients
- AI-Powered Financial Services: Discover how Zephyr is integrating AI to enhance report summarization and client communication, boosting efficiency and effectiveness in wealth management
- Dynamic Performance Reporting: See how Zephyr’s customizable content creation tools simplify complex processes, supporting asset managers in product distribution and beyond
- Security and Compliance: Dive into Zephyr’s integration with digital vaults for secure document storage, and the shift towards high-frequency data analysis to meet client demands
- Strengthening Client Relationships: Gain actionable insights on involving clients’ families in financial planning and customizing reports to match individual preferences
- And much more!
Resources:
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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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