In this episode of Zephyr’s Adjusted for Risk Podcast, market strategist Ryan Nauman welcomes Adam Grealish, Head of Investments at Altruist, to discuss the competitive wealth management space.
They explore the importance of enhancing client experience amid market volatility and chaos, the integration of technology in asset management, and the increasing interest in direct indexing. Adam shares valuable insights on making investment processes more efficient, scalable, and personalized, as well as leveraging AI tools for content generation and video editing.
Discover how financial advisors can turn market challenges into opportunities and improve client relationships through innovative strategies.
00:00 Introduction and Welcome
01:11 Guest Introduction: Adam Grealish
02:17 The Role of Technology in Wealth Management
03:02 Efficient Workflows for Financial Advisors
09:36 Personalization and Scalability in Investment Management
13:13 Opportunities in Volatile Markets
18:48 Growing a Financial Advisory Practice
23:37 The Rise of Direct Indexing
31:33 Conclusion and Contact Information
Learn how Zephyr can help Financial Advisors create an enhanced client experience for their clients here.
Learn more about Altruist here.