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.
A To Zephyr
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12 episodes
Updated Weekly
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Podcast Overview
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.
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Publishing Since
11/15/2023
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Recent Episodes
November 21, 2024
The Power of Personalization in Wealth Transfer
Wealth management experts Ryan Nauman, Chris Volpe, and Randy Jones discuss the transformative impact of personalization on the industry, unlocking tailored investments for the future's great wealth transfer.
October 16, 2024
Transform Your Financial Advisory with Zephyr
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 … Read More Read More
August 28, 2024
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 … Read More Read More
12 total episodes available
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Frequently asked questions
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- What is A To Zephyr?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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