Webinar: The Power of Research and Analytics in Winning Clients and Growing AUM


Improve Your Sales Process

Are you tired of inconsistent sales processes that leave room for errors and missed opportunities? As a financial advisor, you need a streamlined approach to closing prospective clients. Our partner, Zephyr, will be presenting their streamlined approach to using a proposal tool to win more business and increase business from your current clients. 



Learn how to streamline your sales process with a proposal tool

Sales Process

Discover the benefits of a consistent sales process for financial advisors


Get expert insights and real-life examples of how proposal tools are being used in the industry

Want to hear more about getting this tool? Schedule a call today with our team to see what is possible. 


Our Speakers

Nico DeMaio

President & Founding Partner


Nico brings his expertise in financial planning, technology and relationship management to build a company that is truly for advisors by advisors.

Randy Jones

Director, Product Development


Randy Jones serves as the Director of Product Management for the Zephyr brand under the Informa Global Finance umbrella. He oversees the product development strategy and execution for the next generation SaaS based Zephyr Platform. Under his leadership, Zephyr was awarded the 2022 Fintech Breakthrough Award for Best Financial Research and Data Company and was a Wealthies Finalist for Excellence in Financial Technology the same year.

Randy has more than two decades of experience working with teams to develop and deliver investment management, analytics and insights solutions for investment professionals. He also serves as a mentor and coach to his skilled team of product owners and managers.

Before joining Informa, Randy was a member of the Product Strategy team at eVestment, focused on investment management, risk and market insights solutions. Prior to eVestment, Randy spent 12 years with PerTrac Financial Solutions, first as Global Director of Training & Support and then Director, Product Management. He began his career as a Senior Research Analyst with investment consulting firm Bidart & Ross. Randy strives to create an environment of collaboration and communication internally and externally. Outside of the office Randy spends his time skiing, trail running, cycling and fly fishing.


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