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 highlights how personalization in investment management builds trust and offers customized financial advice.

Key Discussion Points:

• Evolution of Financial Advisory: Chris Volpe discusses the shift from stock picking to model portfolios, emphasizing the current focus on personalized strategies that cater to individual client goals
• Understanding Client Objectives: Ryan Nauman explains the importance of aligning investments with clients’ unique objectives, such as risk tolerance and values, to provide tailored financial advice
• Leveraging Zephyr’s Tools: Randy Jones outlines how Zephyr assists in asset allocation modeling, new mandates, manager replacement, and competitive analysis, enabling advisors to meet personalized investment needs efficiently
• Streamlining Manager Search: Discover how Zephyr’s efficient screening module narrows down thousands of investment options to a manageable few, focusing on People, Philosophy, Process, and Performance (the four Ps)
• Enhancing Transparency: Learn why transparency in the investment process is crucial for building and maintaining client trust, with a focus on fee transparency and fiduciary duty
• And much more!