- Why TradePMR
- Knowledge Bank
4 min read
Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth
By TradePMR on Sep 20, 2024 4:34:19 PM
The inaugural season concludes with topics such as organic growth, AI, and building enterprise value. Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging ...
Topics:
Financial advisors
RIA technology
RIAs
Technology
Marketing
Registered Investment Advisor
Client Relationships
RIA Growth
Artificial Intelligence
Synergize
Podcast
AI
5 min read
Meet Jon Patullo, TradePMR’s New Chief Product Officer
By TradePMR on Sep 19, 2024 1:31:28 PM
Patullo shares his vision for technology and platform enhancements at TradePMR. And how tech could help advisors deliver a personalized experience. Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as ...
Topics:
Financial advisors
RIAs
Technology
Service
Registered Investment Advisor
Custodian
Client Relationships
RIA Custodians
RIA Growth
Artificial Intelligence
RIA Customer Service
6 min read
Six Surprising Studies Revealing The Power Of Personalization
By TradePMR on Apr 3, 2024 10:47:34 AM
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
5 min read
What’s in a Name? Why Language Matters at TradePMR
By TradePMR on Feb 14, 2024 12:17:13 PM
We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics:
Financial advisors
TradePMR
RIAs
Registered Investment Advisor
Custodial Service Providers
Client Relationships
RIA Custodians
5 min read
RIA Custodian Transitions: Two Steps to Combat Client Attrition
By TradePMR on Jul 8, 2022 11:14:34 AM
How financial advisors (and their clients) can make the move with confidence. Time to talk about the elephant in the room: client attrition during an RIA custodian transition. Even if a new custodial service platform could be the right fit for an ...
Topics:
Transition
Service
Custodial Service Providers
Custodian
Client Relationships
5 min read
Repaper, Review, Repeat – Streamlining RIA Custodian Transitions
By TradePMR on Jun 30, 2022 3:47:31 PM
Moving Custodians Doesn’t Have to Derail an RIA’s Business Thousands of data points, ample opportunities for human error, client relationships on the line. For RIAs, the stakes couldn’t be higher when transitioning custodians.
Topics:
Transition
Service
Custodial Service Providers
Custodian
Client Relationships