A To Zephyr

A To Zephyr


Latest Episodes

How To Stay Ahead of the Wealth Transfer with Zephyr
August 28, 2024

The great wealth transfer is comingwill you be ready? Join host Ryan Nauman, along with Chris Volpe and Randy Jones, as they unpack Zephyrs latest innovations. This episode discusses how the platf

Zephyr’s Approach to Efficient and Accurate Performance Reporting
July 30, 2024

Discover how Zephyrs advanced reporting transforms client trust and transparency! Join host Ryan Nauman, as he discusses how Zephyr simplifies the performance reporting process for wealth managers. W

Empowering Personalized Investment Strategies with Zephyr
June 19, 2024

Learn how Zephyr empowers financial advisors to develop personalized investment strategies tailored to each clients unique goals and needs. Join host Ryan Nauman and co-hosts Chris Volpe and Randy Jo

The Future of Wealth Management with Zephyr
May 29, 2024

Learn how Zephyr can change the way you think about wealth management and client relationships. Dive into the world of wealth management with host Ryan Nauman and his co-hosts Randy Jones and Chris Vo

Unlocking the Power of Storytelling in Asset Management with Zephyr
April 17, 2024

How can Zephyr transform your asset management strategy? 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

Why You Should Embrace Separately Managed Accounts
March 20, 2024

Whats the big deal about Separately Managed Accounts in everyday investing? Discover the profound power of Separately Managed Accounts (SMAs) in the newest episode of A to Zephyr. Host Ryan Nauman,

How To Standout With Enhanced Personalization
February 21, 2024

What if you could read your clients minds? Explore how Zephyrs personalization tools are changing the game in wealth management in the latest edition of A to Zephyr. Ryan Nauman, Chris Volpe, and

How To Master Asset Allocation with Zephyr
December 20, 2023

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 t

How To Refine Your Risk
November 15, 2023

What if theres more to risk than just visible losses? Join host Ryan Nauman and his guest Randy Jones, Zephyrs Director of Product Management, as they unravel the complexities of modern-day investme

Behind the Award-Winning Zephyr Investment Management Platform
November 15, 2023

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 compre