Synergize: Unscripted Conversations to Help Guide Advisor Growth
TradePMRHosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring to... more
| Publishes | Twice monthly | Episodes | 47 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingManagementBusiness | |||
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Latest Episodes
Scaling from a two-person shop in 1988 to the nearly $2B AUM firm it is today, founder & CEO of HCR Wealth Advisors, Greg Heller, credits that growth to his advisors forming unbreakable client connections.
As many in the wealth management industry r... more
As an advisor, your past can be just as powerful as your future.
That was true for Eric Franklin. After years at Amazon, a curiosity-turned-passion for investing evolved into something bigger, leading him to co-found Prospero Wealth.
Their focus? T... more
Managing major transitions in life takes careful planning, strong leadership, and a good group of teammates. On today’s podcast, James Spinelli, CEO and Co-Founder of Great Valley Advisor Group, shares his overlapping experiences of starting an RIA w... more
The RIA industry has already witnessed a rapid acceleration of change and in 2026, a firm’s success may hinge upon anticipating the challenges ahead.
Pete McGratty is Executive Director of RIA Development at Verdence Capital Advisors / RIA+ and he j... more
TradePMR has kicked off registration for our SYNERGY26 conference in Washington, D.C. (June 2-5).
Industry events like ours have always been golden opportunities for advisors to learn and grow, but you’ll want a gameplan if you want to maximize your... more
What brings you joy?
That’s not the question most people expect from a financial advisor…and that’s exactly the point. Larry Sprung, advisor and Founder of Mitlin Financial, believes focusing first on statements & balance sheets misses the “Why?” be... more
Golf is the sport fueled by the pursuit of perfection. Whether it’s a hole-in-one, an impressive drive, or a perfectly read green, everyone is chasing their best. For pro players like Greg Wells, golf becomes more than just a game — it’s an entire li... more
Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement, major pivots can make managing finances feel overwhelming.
Ramin Abrams, Private Wealth Advisor at Concurrent Adv... more
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