• How To Stay Ahead of the Wealth Transfer with Zephyr

  • Aug 28 2024
  • Duración: 28 m
  • Podcast

How To Stay Ahead of the Wealth Transfer with Zephyr

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  • Resumen

  • The ‘great wealth transfer’ is coming—will you be ready? Join host Ryan Nauman, along with Chris Volpe and Randy Jones, as they unpack Zephyr’s latest innovations. This episode discusses how the platform is revolutionizing client personalization, portfolio optimization, and preparing advisors for the “great wealth transfer.” It’s a must-listen for those looking to enhance client …

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