A To Zephyr

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.

Episodes

The Power of Personalization in Wealth Transfer

November 21, 2024 • 34 mins

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 …

Transform Your Financial Advisory with Zephyr

October 16, 2024 • 22 mins

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 …

How To Stay Ahead of the Wealth Transfer with Zephyr

August 28, 2024 • 28 mins

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 …

Zephyr’s Approach to Efficient and Accurate Performance Reporting

July 30, 2024 • 23 mins

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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Empowering Personalized Investment Strategies with Zephyr

June 19, 2024 • 25 mins

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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The Future of Wealth Management with Zephyr

May 29, 2024 • 23 mins

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 …

Unlocking the Power of Storytelling in Asset Management with Zephyr

April 17, 2024 • 18 mins

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 …

Why You Should Embrace Separately Managed Accounts

March 20, 2024 • 24 mins

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 …

How To Standout With Enhanced Personalization

February 21, 2024 • 21 mins

What if you could read your clients’ minds? Explore how Zephyr’s personalization tools are changing the game in wealth management in the latest edition of “A to Zephyr”. Ryan Nauman, Chris Volpe, and Randy Jones from Zephyr guide you through the pivotal role of personalization in financial services. Ideal for wealth managers, financial advisors, and …

How To Master Asset Allocation with Zephyr

December 20, 2023 • 27 mins

Is your investment portfolio ready to weather any financial storm? Ascend to mastery in the “A to Zephyr” podcast with Ryan Nauman, Chris Volpe, and Randy Jones from Zephyr. Together they dive into the essential art of building resilient investment portfolios, specifically for wealth managers and financial advisors. The conversation revolves around strategic asset allocation, …

How To Refine Your Risk

November 15, 2023 • 29 mins

What if there’s more to risk than just visible losses? Join host Ryan Nauman and his guest Randy Jones, Zephyr’s Director of Product Management, as they unravel the complexities of modern-day investment risks. Curious about how our perception of risk has changed and where it’s headed next? Gain an inside understanding as Ryan and Randy …

Behind the Award-Winning Zephyr Investment Management Platform

November 15, 2023 • 32 mins

In this inaugural episode of the A to Zephyr podcast, team members Ryan Nauman, Chris Volpe, and Randy Jones share insights and experiences that led them to collectively contribute to Zephyr, a comprehensive platform for financial advisors, wealth managers, financial analysts, and asset managers. The team delves into the constantly evolving state of the market …

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