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Adjusted for Risk: How to Prepare for the Great Wealth Transfer and Succession Planning With AIAdjusted for Risk: How to Prepare for the Great Wealth Transfer and Succession Planning With AI

An insightful conversation on how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.

Ryan Nauman, Market Strategist

November 6, 2023

Zephyr's Market Strategist Ryan Nauman welcomes back AdvizorStack's Paul and Nico DeMaio and QDeck CEO Jag Prakasam to discuss how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.

The three also discuss how leveraging technology can enhance the client experience and help retain your client's children and grandchildren as clients. 

 

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About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.