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In the meantime, feel free to explore our website to learn more about TradePMR’s innovative technology solutions and dedicated RIA service and support, as well as read helpful practice management tips via our blog.
Going Independent Blog
Industry Insights, News, and Resources for Independent RIAs
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...
Are You Ready to Answer These 3 Common Questions From Prospects?
Perhaps one of the greatest challenges facing financial advisors as they grow their practice is finding new clients. Part of that struggle may very well stem from a lack of client trust in the financial services industry and in financial advisors specifically. In...
Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them
Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them (Part 1 of a 2 Part Series on Women in the RIA Space) Cerulli Associates, a global research and consulting firm, reports that women represent nearly 51% of the U.S....