Synergize: Unscripted Conversations to Help Guide Advisor Growth

TradePMR
  • 5.0 (3)
  • BUSINESS
  • UPDATED BIWEEKLY

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. The RIA Playbook for 2026 (w/ Pete McGratty)

    FEB 5 · VIDEO

    The RIA Playbook for 2026 (w/ Pete McGratty)

    The RIA industry has already witnessed a rapid acceleration of change and in 2026, a firm’s success may hinge upon anticipating the challenges ahead. Pete McGratty is Executive Director of RIA Development at Verdence Capital Advisors / RIA+ and he joins the podcast to discuss: His Big Three Predictions for RIAs in 2026: Why Pete is forecasting an industry embrace of AI tools and private investments, and why he believes we may see the consequences of consolidation. Why Personal Relationships Remain King: Technology solutions may help with efficiency and scale, but Pete cautions to not forget that this business revolves around building strong, personal relationships. Protecting The Fiduciary Standard in the Independent Channel: How Verdence sees the old wirehouse tendencies emerging amongst PE-backed RIAs.Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Verdence Capital Advisors / RIA+ 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.

    28 min
  2. Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)

    JAN 22 · VIDEO

    Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)

    TradePMR has kicked off registration for our SYNERGY26 conference in Washington, D.C. (June 2-5). Industry events like ours have always been golden opportunities for advisors to learn and grow, but you’ll want a gameplan if you want to maximize your conference ROI. Chief Marketing Officer at Moran Wealth Management, Anthony Stich— known to some as “Mr. Purple”—has been a presence on the RIA conference circuit for years. As both a seasoned speaker and attendee, Anthony joined the podcast to discuss: Selecting the right conference: Conferences are an investment, so choose the right ones that best suit your needs. SYNERGY’s “Goldilocks” factor: Anthony shares why TradePMR’s conference has become one of his favorites. Taking time to recharge: The benefit of treating conferences like a marathon, not a sprint. Cigars and the Lost Art of Disagreement: Unpacking his RIA Reflections piece and the value of unstructured time.

    32 min
  3. Finding Clients Their "Why?"

    JAN 8 · VIDEO

    Finding Clients Their "Why?"

    What brings you joy? That’s not the question most people expect from a financial advisor…and that’s exactly the point. Larry Sprung, advisor and Founder of Mitlin Financial, believes focusing first on statements & balance sheets misses the “Why?” behind all the portfolio management. On this episode of the Synergize podcast, Larry Sprung explains why that missing piece so often turns financial advice into lasting, impactful client relationships. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Mitlin Financial 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.

    27 min
  4. Fairways, Roughs, and the Advisor's Grind

    12/18/2025 · 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
  5. A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

    12/09/2025 · 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
  6. Building A Multigenerational Firm To Reach The Next-Gen Client

    11/25/2025 · 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
  7. Robinhood and TradePMR Launch Industry-First Asset Match For RIAs

    11/06/2025 · 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
  8. Synergy25 Live Ep. 10: Oleg Tishkevich Challenges Advisors to Lead with Strategy

    10/06/2025 · 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
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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.

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