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:

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• 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!
  

Connect with Zephyr:

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• Zephyr Financial Solutions
  
• Zephyrinfo@informa.com
  
• LinkedIn: Zephyr Financial Solutions 
  

Connect with Ryan Nauman: 

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• LinkedIn: Ryan Nauman
  
• X: Ryan Nauman 
  

Connect with Chris Volpe:

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• LinkedIn: Chris Volpe
  

Connect with Randy Jones:

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• LinkedIn: Randy Jones
  

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 Chris Volpe: 

Chris Volpe, Director of Zephyr, is a dynamic financial services leader with a track record of driving business growth, differentiation, and success. Chris’s extensive experience spans across companies of varying sizes, showcasing his versatility. He’s adept at leading cross-functional global teams, focusing on client needs and internal efficiencies. As a senior business manager, Chris is skilled in identifying market trends, adjusting strategies, and ensuring growth and efficiency.

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.