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 provides automated, scalable processes to strengthen advisor-client relationships without increasing costs.
Key Discussion Points:
- Streamline Your Wealth Management: Discover how integrated systems can automate daily tasks like client onboarding and reporting, freeing up your time to focus on what truly matters
- Enhance Client Engagement: Learn how customized workflows can deepen connections and boost client loyalty
- Embrace AI Innovation: Explore the potential of AI to revolutionize your workflow through automated routine tasks
- Optimize Your Advisory Process: Implement structured, repeatable workflows to ensure consistency while adapting to your client's evolving needs
- And more!
Connect with Zephyr:
pages.financialintelligence.informa.com/Zephyr-Financial-Solutions
Zephyrinfo@informa.com
LinkedIn: Zephyr Financial Solutions: www.linkedin.com/company/zephyr-financial-solutions/
Connect with Ryan Nauman:
LinkedIn: Ryan Nauman: www.linkedin.com/in/ryan-nauman-915220a0/
X: Ryan Nauman: LkTahoeBadger
Connect with Randy Jones:
LinkedIn: Randy Jones: www.linkedin.com/in/randyjonesjr/
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 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.