Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. The inaugural season of Synergize covered important advisor-focused topics, including techniques for supercharging organic growth, how artificial intelligence will change advice, and why building enterprise value is such an urgent matter to address.
Join us for a look back at some of the highlights from season 1 of our podcast.
— Susan Quinn, CEO of circle S studio, on the “Experience Age” and brand identity, Ep. 7 of Synergize.
— John Furey, Founder and Managing Partner of Advisor Growth Strategies, on growing your business sustainably, Ep. 2 of Synergize.
— Lamar Pierce, professor of organization and strategy at the Olin Business School at Washington University in St. Louis, on helping clients through turbulent markets, Ep. 6 of Synergize.
— John O’Connell, Founder and CEO of The Oasis Group, on mixing emotions and data, Ep. 8 of Synergize.
— Robb Baldwin, Founder and CEO of TradePMR, on organic growth and financial advice, Ep. 1 of Synergize.
— Steve Harvill, Founder of Creative Ventures, on melding technology with financial advice, Ep. 3 of Synergize.
— Sindhu Joseph, Founder and CEO of CogniCor, on finding value in AI technology, Ep. 5 of Synergize.
— Joe Duran, Founder of Rise Growth Partners, on navigating a maturing RIA industry, Ep. 4 of Synergize.
Find every episode of Synergize here, and be sure to subscribe on Apple Music, Spotify, or YouTube.
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
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1Cerulli Anticipates $84 Trillion in Wealth Transfers Through 2045, Cerulli Associates. Published January 20, 2022