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 Zephyr aids in portfolio optimization, risk assessment, compliance, and more. Learn how it empowers professionals to build AUM and strengthen client relationships through compelling storytelling and cutting-edge technology.

Key Discussion Points:

• Zephyr’s Industry Impact: Starting with an overview, dive into how Zephyr enhances various aspects of wealth management including portfolio optimization, risk management, compliance, and tailored document creation
• Mastering Storytelling in Asset Management: Understand the crucial role of integrity and accuracy in a firm’s narrative and its alignment with compliance and marketing
• Effective Story Selling: Learn about the art of authentically selling your asset management story, aligning it with your investment objectives
• Strategies for Storytelling: Discover tips for asset managers on using data and visuals to tell engaging stories
• Zephyr’s Storytelling Support: Explore how Zephyr facilitates unique storytelling to boost product awareness
• Data’s Critical Role: See how up-to-date, compliant data is essential in crafting compelling stories
• Diverse Narrative Methods: Gain insights into various storytelling approaches for asset managers
• Tech-Driven Growth: Conclude with how leveraging technology like Zephyr can aid in AUM growth and product awareness
• And much more!