Synergy RIA Conference Recap

Synergy 2019 RIA Conference Recap by Advisor Services, Trade PMR | Jun 04, 2019 |TradePMR TradePMR hosted its annual Synergy conference for growth-minded RIAs at the beautiful Eau Palm Beach Resort and Spa in Florida May 22-May 24, 2019. The three-day conference...
Robb Baldwin, President and CEO of TradePMR was recently interviewed by Matt Halloran, the host of the Top Advisor Marketing Podcast, at the Market Council Summit in Las Vegas in December of 2018.

Robb Baldwin, President and CEO of TradePMR was recently interviewed by Matt Halloran, the host of the Top Advisor Marketing Podcast, at the Market Council Summit in Las Vegas in December of 2018.

Highlights of the interview with Robb include: Robb Baldwin’s history in financial services Robb Baldwin’s journey to becoming President and CEO of TradePMR Robb Baldwin’s frustration with custodial offerings in the early 90s What makes TradePMR truly unique and...