4 min read
A New Generation of Investors Demand a New Generation of Advice
Advisors want growth solutions. Giving them access to a new generation of investors could be key. Robb Baldwin, founder and CEO, TradePMR recently took the stage at MarketCounsel Summit 2024. During the session titled, The Future of RIA Custody: How ...
Topics:
Financial advisors
RIAs
Technology
Marketing
RIA Growth
personalization
Enterprises
3 min read
How a New Marketing Playbook Could Help Advisors Win Business
Winning new business is part marketing, part sales. Rethinking your approach to both may help boost existing client acquisition channels and open new opportunities. Are you exploring the addition of new technology? Trying to hire an extra set of ...
Topics:
Financial advisors
RIAs
Technology
Marketing
RIA Growth
personalization
Enterprises
3 min read
To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone
Running an independent advisory firm means wearing a lot of hats, and few people can successfully wear them all, says Carolyn Armitage, Founder and CEO of RIA Circle and Carolyn Armitage Consulting. Many financial advisors are finding that the ...
Topics:
Financial advisors
RIAs
RIA Growth
3 min read
How Personalized Communication Could Be Key to Unlocking Growth Across Generations
Advisors with a one-generation-fits-all approach may find themselves growing more slowly, or not at all, compared to those with a more nuanced technique. How deep do generational divides go? While goals and risk tolerance will impact your clients’ ...
Topics:
Financial advisors
RIAs
Client Relationships
RIA Growth
personalization
Next-Gen
5 min read
Three Mid-Conference Season Takeaways, and One Snag to Avoid
As we approach the halfway point of the fall conference season, we’re noticing some themes that are emerging. We love fall conference season. Whether exploring the latest advances in technology or meeting new advisors at a networking event, it’s ...
Topics:
Financial advisors
RIAs
RIA Growth
ria conference
4 min read
TradePMR Enhances New Account Opening Capabilities to Support Advisor Growth
As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes GAINESVILLE, FL – OCTOBER 7, 2024 – TradePMR, a technology and custodial services provider for ...
Topics:
Financial advisors
RIAs
Technology
Registered Investment Advisor
RIA Growth
4 min read
Mark Tibergien: The Value of Serving the Client’s Entire Household
Why Tibergien believes ignoring the future generation of clients can lead to “a dead and dying business.” At TradePMR, we’ve witnessed more industry changes than we can count. Some are well-planned and clearly demarcated, like an advisor going ...
Topics:
Financial advisors
RIAs
Technology
Registered Investment Advisor
RIA Growth
Scale
Enterprises
Succession Planning
Next-Gen
4 min read
Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth
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
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
