Unlock the Secrets to Financial Success in A to Zephyr
A to Zephyr, a new Wealth Management Podcast, provides asset managers, wealth managers, financial advisors and trust professionals with numerous insights on asset allocation, portfolio performance, proposal generation, state-of-the-art tools like portfolio analytics and proposal generation software and much more.
Explore Wealth Management from A to Z.
Delve into A to Zephyr's discussions on asset allocation, alternatives and other contemporary wealth topics where experts stress the art of diversifying investments for optimal returns and the vital task of risk management. Explore wealth management through Zephyr from a to z with episodes dedicated to portfolio performance, delving into key economic indicators, risk-adjusted returns and market trends to empower managers and advisors in enhancing their investment strategies, further fostering stronger client relationships.
Other areas of discussion are set to include proposal generation unveiling effective strategies for crafting compelling investment proposals aligned with client objectives and leveraging the efficiency of proposal generation software. Identifying power of cutting-edge portfolio analytics tools provided by Zephyr and their impact on client portfolios from in-depth insights to forecasting through methods such as Monte-Carlo simulations, ensuring informed decision-making in the evolving industry of wealth management. Catch-up on the latest episodes below!
Follow @zephyrinforma on X or @zephyrfinancialsolutions on Linkedin for new episodes.
What is A to Zephyr?
A to Zephyr is a podcast hosted by Zephyr's own market strategist, Ryan Nauman, which aims to cover contemporary industry topics from A to Z, through the lens of Zephyr. Topics include: asset allocation, proposal generation, risk assessment and more.
Ryan Nauman 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.
Listen to the first few episodes below, or follow the podcast here and wherever podcasts are available.
Ep. 6 - Unlocking the Power of Storytelling in Asset Management with Zephyr
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.
Ep. 5 - Why you should embrace separately managed accounts
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 managers, and RIAs, this episode highlights the trend towards personalized investment strategies and how Zephyr’s state-of-the-art technology and the extensive PSN database are pivotal in this shift. Listen here.
Ep. 4: How to stand out with enhanced personalization
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 asset managers, this episode delves into enhancing investor relationships with cutting-edge technology and strategic financial insights.
Ep. 3 How to master asset allocation?
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, blending diverse asset classes, and utilizing Zephyr’s innovative tools to navigate dynamic markets and meet a variety of client objectives.
Ep. 2: How to refine your risk?
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.
Ep. 1: Behind Zephyr
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 and the innate need for strong wealth management software solutions such as online portfolio analysis and financial market research. The discussion encompasses rising trends between AI in wealth management and the benefits of asset allocation.
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