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- Brian Bischoff TestimonialTradePMR - Brian Bischoff Testimonialhttps://www.tradepmr.com/hubfs/TradePMR%20-%20Brian%20Bischoff%20Testimonial.mp4139nonohttps://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp4/medium.jpgCustomer Service Still MattersCustomer Service - Rob Dilbone V5https://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp456nonohttps://www.tradepmr.com/hubfs/TradePMR%20Logos/NEW%20TRADE%20PNG%20LOGOArtboard%201@4x.pngNEWTRADEPNGLOGOArtboard14xNEWTRADEPNGLOGOArtboard14xhttps://www.tradepmr.com/hubfs/green-bg.pnggreenbggreenbghttps://www.tradepmr.com/hubfs/Make%20Your%20Transition%20Blog%20Card.jpgMakeYourTransitionBlogCardMakeYourTransitionBlogCardhttps://www.tradepmr.com/hubfs/CLEAN-images/logos/BrokerCheck_logo-white.pngBrokerChecklogowhiteBrokerChecklogowhitehttps://www.tradepmr.com/hubfs/Looking%20for%20the%20Right%20Fit%201.jpgLookingfortheRightFit1LookingfortheRightFit1https://www.tradepmr.com/hubfs/Logos/BrokerCheck_logo-white.pngBrokerChecklogowhiteBrokerChecklogowhitehttps://www.tradepmr.com/hubfs/Best%20Companies%20to%20Work%20For%20Blog%20Card.jpgBestCompaniestoWorkForBlogCardBestCompaniestoWorkForBlogCard2023-01-20https://www.tradepmr.com/blog/making-a-custodial-transition-how-to-have-effective-client-conversationshttps://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp4/medium.jpgCustomer 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Service Still MattersCustomer Service - Rob Dilbone V5https://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp456nonohttps://www.tradepmr.com/hubfs/Videos/TradePMR%20-%20My%20Story.mp4/medium.jpgRIA Custodian Mergers Can Be a Nightmare. Hear Robb Baldwin's Story.Robb Baldwin, founder and CEO, was an RIA whose custodian merged with another firm – he experienced first-hand the issues and declining service that can accompany these mergers. Listen to his story: how he navigated his career as a financial advisor and what led him to launch TradePMR nearly 25 years ago. Robb shares his history as a former financial advisor and why he is working relentlessly to deliver service and technology that helps enable RIAs to be successful. 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Custodian Mergers Can Be a Nightmare. Hear Robb Baldwin's Story.Robb Baldwin, founder and CEO, was an RIA whose custodian merged with another firm – he experienced first-hand the issues and declining service that can accompany these mergers. Listen to his story: how he navigated his career as a financial advisor and what led him to launch TradePMR nearly 25 years ago. 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Robb shares his history as a former financial advisor and why he is working relentlessly to deliver service and technology that helps enable RIAs to be successful. https://www.tradepmr.com/hubfs/Videos/TradePMR%20-%20My%20Story.mp4148nonohttps://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp4/medium.jpgCustomer Service Still MattersCustomer Service - Rob Dilbone V5https://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp456nonohttps://www.tradepmr.com/hubfs/Logos/BrokerCheck_logo-white.pngBrokerChecklogowhiteBrokerChecklogowhitehttps://www.tradepmr.com/hubfs/Blog%20Feature%20Images/Confused%20by%20Buzzwords%20Blog%20Card.jpgConfusedbyBuzzwordsBlogCardConfusedbyBuzzwordsBlogCardhttps://www.tradepmr.com/hubfs/TradePMR%20Logos/NEW%20TRADE%20PNG%20LOGOArtboard%201@4x.pngNEWTRADEPNGLOGOArtboard14xNEWTRADEPNGLOGOArtboard14xhttps://www.tradepmr.com/hubfs/CLEAN-images/logos/BrokerCheck_logo-white.pngBrokerChecklogowhiteBrokerChecklogowhitehttps://www.tradepmr.com/hubfs/green-bg.pnggreenbggreenbghttps://www.tradepmr.com/hubfs/Blog%20Feature%20Images/Constricted%20Blog%20Card.jpgConstrictedBlogCardConstrictedBlogCardhttps://www.tradepmr.com/hubfs/Blog%20Feature%20Images/3%20Key%20Considerations%20Blog%20Card.jpg3KeyConsiderationsBlogCard3KeyConsiderationsBlogCard2022-10-21https://www.tradepmr.com/blog/how-tradepmr-gathers-advisor-feedback-to-drive-technology-roadmaphttps://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp4/medium.jpgCustomer Service Still MattersCustomer Service - Rob Dilbone V5https://www.tradepmr.com/hubfs/Videos/Customer%20Service%20-%20Rob%20Dilbone%20V5.mp456nonohttps://www.tradepmr.com/hubfs/Videos/TradePMR%20-%20My%20Story.mp4/medium.jpgRIA Custodian Mergers Can Be a Nightmare. 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Robb shares his history as a former financial advisor and why he is working relentlessly to deliver service and technology that helps enable RIAs to be successful. 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