Synergize: Unscripted Conversations to Help Guide Advisor Growth

TradePMR
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Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.

  1. Fairways, Roughs, and the Advisor's Grind

    4D AGO · VIDEO

    Fairways, Roughs, and the Advisor's Grind

    Golf is the sport fueled by the pursuit of perfection. Whether it’s a hole-in-one, an impressive drive, or a perfectly read green, everyone is chasing their best. For pro players like Greg Wells, golf becomes more than just a game — it’s an entire livelihood. After competing on PGA Tour Canada, he says navigating the fairways and roughs perfectly prepared him for the world of financial advice. On this episode of the Synergize podcast, Greg Wells, Partner and Regional Director at EP Wealth Advisors, shares his early experiences striving toward the PGA and why consistency, planning, and follow-through are cornerstones in both golf and the advisor’s journey. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. EP Wealth Advisors and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company.

    22 min
  2. A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

    DEC 9 · VIDEO

    A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

    Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement, major pivots can make managing finances feel overwhelming. Ramin Abrams, Private Wealth Advisor at Concurrent Advisors, knows this firsthand. A music prodigy who spent decades mastering his craft, Ramin eventually felt pulled toward a new path that led him into wealth management. Now as an advisor, Ramin is helping clients navigate their own life pivots. On this episode of the Synergize podcast, Ramin shares his story and emphasizes that while change is inevitable, a financial advisor can help make every pivot feel like progress towards your financial goals. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Concurrent Advisors and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company.

    24 min
  3. Building A Multigenerational Firm To Reach The Next-Gen Client

    NOV 25 · VIDEO

    Building A Multigenerational Firm To Reach The Next-Gen Client

    Millennials and Gen Z are poised to inherit an unprecedented amount from their elders. The approaching Great Wealth Transfer offers RIAs a rare opportunity to engage with the next generation of investors.1 Yet, many advisors still feel like connecting with this age group remains a mystery. Brady Franklin, Managing Director at Endeavor Private Wealth, says building those relationships is “tough,” but far from impossible. On Synergize, he shares how a multi-generational focus and a personable, hands-on advisory style have become a winning strategy for his firm. *The information provided herein is for general informational purposes only and may not address every detail of the program. In the event of any inconsistency or conflict between statements made or information provided herein and the Asset Match Program ("Match") Terms and Conditions, the Terms and Conditions shall govern. All eligible deposits must be made during on or after October 1, 2025 and on or before March 31, 2026 to qualify. Not all accounts, transfers, or deposits will qualify. TradePMR reserves the right to determine eligibility under the Match in its sole and absolute discretion. Please review the full Terms and Conditions for the complete rules, requirements, and obligations that apply to participation in the program. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by nonaffiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc. 1The Americas Asset and Wealth Management Edition, The Cerulli Edge, June 2025 Issue

    20 min
  4. Robinhood and TradePMR Launch Industry-First Asset Match For RIAs

    NOV 6 · VIDEO

    Robinhood and TradePMR Launch Industry-First Asset Match For RIAs

    TradePMR has taken a page out of Robinhood’s book, introducing what we believe is a first-of-its-kind incentive program: Asset Match*. Until March 31st, RIAs depositing eligible assets into a TradePMR account can see a 50 basis points cash match dropped into their account. Robinhood’s Chief Brokerage Officer Steve Quirk and TradePMR’s Founder and General Manager Robb Baldwin join Synergize for a special episode to explain the idea behind Asset Match, how the program could resonate with advisors, and why this retail-style benefit is the first step in bringing Robinhood’s culture of innovation to RIAs.

    27 min
  5. Synergy25 Live Ep. 10: Oleg Tishkevich Challenges Advisors to Lead with Strategy

    OCT 6 · VIDEO

    Synergy25 Live Ep. 10: Oleg Tishkevich Challenges Advisors to Lead with Strategy

    For financial advisors navigating a constantly changing industry, growth can depend on more than just adopting the latest tools and tech. Is your firm leading with strategy or letting tech drive the agenda? Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sat down with Oleg Tishkevich, CEO of Invent, to discuss how aligning vision with technology can unlock sustainable growth. Listen as they explore: - The role of technology and AI in streamlining workflows and client experience - Why firm culture and leadership mindset can be some of the greatest barriers to growth - How aligning business strategy before building your tech stack could set the foundation for long-term success If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc., is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

    22 min
  6. Synergy25 Live Ep. 9: Dan Gallagher on Empowering Advisors in a New Regulatory Era

    SEP 22 · VIDEO

    Synergy25 Live Ep. 9: Dan Gallagher on Empowering Advisors in a New Regulatory Era

    As 2025 shapes up to be a pivotal year for financial regulation, advisors are asking: what will the new SEC landscape mean for their practice, and how can they navigate with confidence? In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Dan Gallagher, Chief Legal, Compliance and Corporate Affairs Officer for Robinhood Markets, on the unique opportunity advisors have to make their voices heard in Washington. . Listen as they explore: -  What can advisors expect under the new administration -  How Robinhood is taking an offensive stance to protect advisors and their clients -  Why advisor’s voices matter more than ever, and how Robinhood is working to amplify them This episode was filmed and recorded in May 2025. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

    21 min
  7. Synergy25 Live Ep. 8: Roger Overby Helps Guide RIAs Through Exit Strategies for Business-Owning Clients

    SEP 8 · VIDEO

    Synergy25 Live Ep. 8: Roger Overby Helps Guide RIAs Through Exit Strategies for Business-Owning Clients

    Advisors often plan early for the future of their own businesses, but what about their business-owning clients? When a client is ready to exit their business, it’s a major financial milestone that often involves other firms. Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR chat with Roger Overby, Senior Managing Director at Skyway Capital Markets about how RIAs can have a seat at the table and help guide clients through their own succession strategies.  Listen as they explore: - Practical ways advisors can introduce succession planning to business-owning clients - Strategies to help maintain meaningful and ongoing dialogue - How Skyway’s collaboration with TradePMR provides tools and resources to help advisors succeed Skyway Capital Markets and TradePMR Inc. are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

    18 min
  8. Synergy25 Live Ep. 7: Rich Cancro on using RIA Technology for Growth

    AUG 18 · VIDEO

    Synergy25 Live Ep. 7: Rich Cancro on using RIA Technology for Growth

    Growing your firm can often feel like you’re working against technology rather than alongside it. But reframing tech as a strategic enabler rather than just another expense can help unlock greater efficiency, deepen internal capabilities, and drive long-term, sustainable growth. In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Rich Cancro, Founder and CEO of AdvisorEngine, to unpack why he believes technology isn’t here to replace human expertise, it’s here to amplify it. Listen as they explore: ● How to choose technology that aligns with your firm’s vision ● Why the most impactful growth may start from within ● The power of proactively selecting and practically applying the right tools AdvisorEngine and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

    16 min
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About

Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.

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