5 episodes

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.

Synergize: Unscripted Conversations to Help Guide Advisor Growth TradePMR

    • Business
    • 5.0 • 3 Ratings

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.

    Ep. 5: Dr. Sindhu Joseph: Cutting Through the Noise to Leverage AI for Growth

    Ep. 5: Dr. Sindhu Joseph: Cutting Through the Noise to Leverage AI for Growth

    Seemingly overnight, artificial intelligence went from science fiction to reality. It’s one of the most talked about technology topics in recent memory, causing many RIAs to wonder just how, and how much, it will impact their businesses.

    Given all the information – and misinformation – circulating about AI, should RIAs view it as a helpful tool or a threat?

    In this episode Dr. Sindhu Joseph, Founder and CEO of CogniCor, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.

    Listen as they explore:

    • The realities of AI and what it brings to the table for advisors

    • How RIAs are beginning to use AI to support the growth of their businesses

    • What advisors and firm leaders may want to think about as they consider whether, and how, to leverage AI as they strive to build enterprise value



    Subscribe now, and connect with us on social media:

    • YouTube

    • LinkedIn

    • Facebook

    Get the transcript for this episode, with sources, at

    https://synergize.advisorevolutionsciences.com/



    About Dr. Sindhu Joseph

    Sindhu is the Founder and CEO of Cognicor Technologies, a business automation platform designed to deliver operational efficiency and a conversational experience for wealth management firms.

    In 2023, Sindhu was named one of the Ten to Watch by wealthmanagement.com (1) and in 2022 she received Wealth Solutions Report’s Top Women Leader in Wealth Management award. (2) She holds a PhD in artificial intelligence from the Universitat Autonoma de Barcelona.

     

    More About Sindhu: LinkedIn: https://www.linkedin.com/in/sindhujoseph/ Website: https://www.cognicor.com/

     

    If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com.



    This content is provided for general informational 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. Trade-PMR, 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 2024 Trade-PMR, Inc.

    For a transcript of this episode, with sources, visit synergize.advisorevolutionsciences.com



    1 - Dr. Sindhu Joseph_TenPeopleToWatch2023_Wealthmanagement_Copywright 2024

    2 - WSR Pathfinder Awards–TopWomenLeadersInWealthManagement_Julius

    Buchanan_March 2022

    • 20 min
    Ep. 4: Joe Duran: Going Beyond the Spreadsheet to Grow Enterprise Value

    Ep. 4: Joe Duran: Going Beyond the Spreadsheet to Grow Enterprise Value

    In the evolving advice business one thing hasn’t changed, and that’s the importance of building enterprise value. So, when it comes to growing your business, is leveraging investment capital and M&A the silver bullet?

    In this episode Joe Duran, Founder and CEO of Rise Growth Partners, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.

    Listen as they explore:

    - What RIAs might be overlooking as they strive to get to the next level


    - Why leveraging investment capital doesn’t necessarily guarantee success


    - How firms can be ready to evaluate and capitalize on potential M&A opportunities

    Subscribe now, and connect with us on social media:

    YouTube
    LinkedIn
    Facebook

    Get the transcript for this episode, with sources, at https://synergize.advisorevolutionsciences.com/

    About Joe Duran:

    Joe is Managing Partner at Rise Growth Partners, a strategic and financial partner for RIA firms looking to grow.

    Previously, he was a Partner at Goldman Sachs where he served as Co-Head of its Workplace and Personal Wealth business. He also founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in 2019.

    Prior to that he built and sold Centurion Capital, a turnkey asset management platform, to General Electric where he served as President of GE Private Asset Management.

    Joe is a CFA® charter holder. He holds MBA degrees from Columbia University and the University of California, Berkeley, and an undergraduate degree from Saint Louis University.

    More About Joe:

    LinkedIn: https://www.linkedin.com/in/joe-duran-711167/

    Website: https://risegrowth.com/pioneers/

    • 17 min
    Ep. 3: Steve Harvill: Putting the “Personal” in Personalization

    Ep. 3: Steve Harvill: Putting the “Personal” in Personalization

    Technology has changed the way clients engage with the world and what they expect from financial advisors. So, how can RIAs evolve their approach to better capture the personalization clients are looking for today?

    In this episode, Steve Harvill – author of “21 Secrets of Million Dollar Sellers" and Founder of the strategic consulting firm Creative Ventures – joins host Bill Coppel – Chief Client Growth Officer at TradePMR and head of Advisor Evolution Sciences, a Trade PMR Company – to dive into this question.

    Listen as they explore:

    •How RIAs can leverage the value of human interaction to deliver more personalized experiences for clients

    •Ways to enhance the human skills that can set help RIAs apart

    •How driving a unique client experience can improve client and business outcomes




    • YouTube - https://www.youtube.com/@TradePMR

    • LinkedIn - https://www.linkedin.com/company/tradepmr

    • Facebook - https://www.facebook.com/TradePMR/videos

    Get the transcript for this episode at https://synergize.advisorevolutionsciences.com/

    This episode is sponsored by Advisor Evolution Sciences, a TradePMR Company. To learn more about Advisor Evolution Sciences, visit www.advisorevolutionsciences.com.



    Disclosures:

    If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com. This content is provided for general informational 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. Trade-PMR, 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 2024 Trade-PMR, Inc.

    • 29 min
    Ep. 2: John Furey: Working On Your Business While Working In Your Business

    Ep. 2: John Furey: Working On Your Business While Working In Your Business

    While the RIA industry has enjoyed substantial growth in recent years, are RIA businesses truly growing?

    The answer may not be clear-cut given the market appreciation we’ve
    experienced.

    In this episode John Furey, Founder and Managing Partner of Advisor Growth Strategies, joins host Bill Coppel – Chief Client Growth Officer at TradePMR and head of Advisor Evolution Sciences, a TradePMR Company – to dive into this question.

    Listen as they explore:

    • What it means to go from being a practitioner to a business owner

    • The value of organizing your business around a well-defined vision and strategy

    • Levers RIAs may want to consider as they position themselves for growth



    Subscribe now, and connect with us on social media:

    • YouTube - https://www.youtube.com/@TradePMR

    • LinkedIn - https://www.linkedin.com/company/tradepmr

    • Facebook - https://www.facebook.com/TradePMR/videos

    Get the transcript for this episode at https://synergize.advisorevolutionsciences.com/

    This episode is sponsored by Advisor Evolution Sciences, a TradePMR Company. To learn more about Advisor Evolution Sciences, visit www.advisorevolutionsciences.com.


    About John Furey:

    John is the Founder and Managing Partner of Advisor Growth Strategies, a management consulting and transaction advisory firm that works with financial advisory firms and institutions looking to grow or solve a key management challenge. John started Advisor Growth Strategies to do what he loves professionally – help business owners advance their financial advisory firms – and has worked with over 350 firms representing more than $450 billion in investable assets. In addition to working with clients, John conceptualized and created aRIA: The Alliance for Registered Investment Advisors, a think tank made up of seven industry firms dedicated to improving the RIA industry through a culture of continuous learning and sharing.



    Earlier in his career, John served in senior leadership roles at Charles Schwab and Co. He has been quoted in The Wall Street Journal, Investment News, Barron’s, RIABiz, Financial Planning, Think Advisor, CityWire and Financial Advisor, and has spoken at national industry events.

    More About John:
    LinkedIn: https://www.linkedin.com/in/jfureyags/
    Website: https://www.advisorgrowthllc.com/team

    Disclosures:

    If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com.



    This content is provided for general informational 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. Trade-PMR, 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 2024 Trade-PMR, Inc

    • 23 min
    Ep. 1: Bill Coppel and Robb Baldwin: Welcome to Synergize

    Ep. 1: Bill Coppel and Robb Baldwin: Welcome to Synergize

    Welcome to Synergize, unscripted conversations. I’m your host, Bill Coppel.



    In this podcast, we’ll explore the evolving role of the financial advisor in an emerging AI-driven world.



    I’m excited to bring you thought leaders and industry experts to share insights that can help you adapt to this changing environment -- arming you with actionable ideas you can apply today as you strive to create better outcomes for clients and increase enterprise value.



    Robb Baldwin, President and CEO of TradePMR, joins me to help kick off the podcast. Let’s get the conversation started!



    Subscribe now, and connect with us on social media:



    YouTube: https://www.youtube.com/@TradePMR
    LinkedIn: https://www.linkedin.com/company/tradepm

    Facebook: https://www.facebook.com/TradePMR/videos



    Get the transcript for this episode at synergize.advisorevolutionsciences.com



    This episode is sponsored by Advisor Evolution Sciences, a TradePMR Company. To learn more about Advisor Evolution Sciences, visit:

    www.advisorevolutionsciences.com.



    About Robb Baldwin



    Robb Baldwin is President and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs.



    He began his career as a financial advisor and pivoted to becoming a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to RIAs, allowing them to focus more on their clients and less on back-office infrastructure.



    More About Robb:

    LinkedIn: https://www.linkedin.com/in/robbbaldwin/

    Website: https://www.tradepmr.com/robb-baldwin



    About Bill Coppel

    Bill Coppel is Chief Client Growth Officer at TradePMR and head of Advisor Evolution Sciences, a TradePMR Company.



    He is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth. Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry.



    Most recently, he founded a consultancy focused on providing strategies and solutions to support the sustainable growth of wealth management firms.



    More About Bill: LinkedIn: https://www.linkedin.com/in/bill-coppel-05128ab/

    Website: https://www.tradepmr.com/bill-coppel



    Disclosures:

    If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com. This content is provided for general informational 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. Trade-PMR, 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 2024 Trade-PMR, Inc.

    • 5 min

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