Synergize: Unscripted Conversations to Help Guide Advisor Growth

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Synergize: Unscripted Conversations to Help Guide Advisor Growth

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.

Episodes

  1. 6 DAYS AGO

    Ep.12: Natalie Wolfsen: Driving Growth through the Strategic Use of Time

    As we think about productivity in wealth management, there’s no shortage of tools that can help advisors get more done in less time. But as they strive to compete and grow in an evolving landscape, how can advisors create more value for clients by spending their time where it really counts? In this episode, Natalie Wolfsen, CEO of Orion, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into this question. Listen as they explore: How leveraging technology can free up time for business development The benefits that can come from a thoughtful approach to outsourcing How to explore outsourcing in ways that make sense for you and your clients Subscribe now, and connect with us on social media: YouTube LinkedIn Facebook Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Natalie Wolfsen: Natalie is the CEO of Orion, a wealthtech provider serving RIA firms. She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience. Natalie has served independent advisors (RIA and broker-dealer affiliated) for more than 25 years, with more than a decade of working with independent and insurance broker-dealers. Prior to joining AssetMark, Natalie held digital and investment platform development, investment solution management, strategy and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab and American Express. In 2024, Barron’s recognized Natalie as one of the 100 Most Influential Women in U.S. Finance. Natalie Wolfsen and Orion are not affiliates of TradePMR. More About Natalie: LinkedIn: https://www.linkedin.com/in/nataliewolfsen/ Website: https://orion.com/thought-leader/natalie-wolfsen 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.

    26 min

  2. OCT 7

    Ep. 11: Doug Fritz: Blending Technology and Marketing to Help Drive Growth

    Fintech has been instrumental in improving advisor efficiency. But that increased efficiency hasn’t necessarily led to meaningful growth. As the wealth management industry continues to evolve, RIAs looking to redefine their value and tell their story more effectively have decisions to make. As they think about tools to help grow their businesses, can marketing technology (martech) help advisors stand out from the competition? In this episode, Doug Fritz, Co-Founder and CEO of F2 Strategy, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into the question. Listen as they explore:  Ways to translate increased efficiency into business growth  What can be gained by pairing marketing technology with wealth technology  How curated content can help attract prospects and retain clients Subscribe now, and connect with us on social media:  YouTube  LinkedIn  Facebook Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Doug Fritz: Doug is the co-founder and CEO of F2 Strategy, a wealthtech management consulting firm serving RIAs and other financial services providers. Previously, he was the Chief Technology Officer of First Republic Bank and a Senior Vice President at Wells Fargo Wealth Management Group. He is a recipient of the 2021 ThinkAdvisor Thought Leadership and Education LUMINARIES award. Doug Fritz and F2 Strategy are not affiliates of TradePMR. More About Doug: LinkedIn: https://www.linkedin.com/in/dougfritz/ Website: https://www.f2strategy.com/team/doug-fritz 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.

    28 min

  3. SEP 23

    Ep.10: Mark Tibergien: What it Takes to Compete as an RIA Today

    In today’s wealth management landscape, RIAs face an evolving set of challenges and opportunities like how to create enterprise value as they transition from running a practice to running and growing a business. While conventional wisdom tells us that “bigger is better,” as RIAs strive to get to the next level should their growth strategies focus on more than just size? In this episode, Management Consultant Mark Tibergien joins co-hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to address this topic. Listen as they explore:  What’s important for growing firms if it’s not just size  The difference between “size” and “scale” and why it matters  Three things growing RIAs might want to avoid Subscribe now, and connect with us on social media:  YouTube  LinkedIn  Facebook Get the transcript for this episode, with sources, at synergizepodcast.com. About Mark Tibergien: (https://www.linkedin.com/in/marktibergien/) Mark is a consultant on management, strategy, and transition issues in the financial services industry. From 2008 to 2020, he served as Chief Executive Officer of Pershing Advisor Solutions LLC, an affiliate of Pershing LLC and a division of BNY Mellon. He currently serves as Advisor in Residence for Ernst & Young’s Wealth & Asset Management Group, as an independent director of Pathstone (a multi-family office business and RIA), and as an Advisory Board Member of Commonwealth Financial Network. Mark has been a monthly columnist on business management topics for Investment Advisor/Think Advisor, and is the author of four books published by Bloomberg Press/Wiley & Sons: - Practice Made Perfect, - How to Value, Buy or Sell a Financial Advisory Practice, - Practice Made (More) Perfect, - The Enduring Advisory Firm Mark Tibergien and Mark Tibergien Insights, LLC are not affiliates of TradePMR. More About Mark: LinkedIn: https://www.linkedin.com/in/marktibergien/ 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

    39 min

  4. SEP 9

    Ep. 9: Welcome to Synergize: Season 2 Preview

    In this episode, host Bill Coppel, Chief Client Growth Officer at TradePMR, welcomes Ryan Neal, Senior Editor at TradePMR, as co-host. Together, they preview what’s in store for season 2 including: - More thought leaders and subject-matter experts with different points of view on what it takes to drive growth - Topics like hiring and succession planning trends, and how to leverage technology from a marketing standpoint - A look at some of the common misconceptions about RIA growth Subscribe now, and connect with us on social media:  YouTube  LinkedIn  Facebook Get the transcript for this episode, with sources, at synergizepodcast.com. About Bill Coppel Bill Coppel is Chief Client Growth Officer at TradePMR. 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 About Ryan Neal: Ryan Neal is a Senior Editor at TradePMR. As a journalist, Ryan spent nearly a decade reporting on and writing about the wealth management industry at publications including WealthManagement, Financial Planning and InvestmentNews. In 2023, his “On Technology” column won an Eddie award for best B2B column covering banking, business, or finance. Ryan joined TradePMR in 2024 to work on content initiatives, including the Synergize podcast. He lives in New York City with his fiancé, cat, and dog. More about Ryan: LinkedIn: https://www.linkedin.com/in/ryanwneal/ 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 synergizepodcast.com.

    4 min

  5. AUG 26

    Ep. 8: John O’Connell: Leveraging Data to Build Emotional Connections That Help Drive Growth

    According to a Morningstar study on why clients keep their financial advisors, 59% of the time clients are keeping their advisors for emotional reasons instead of financial ones. Only 12% of the clients surveyed mentioned investment returns as a reason for keeping their advisor. (1) With AI replacing many of the more transactional elements of what advisors traditionally have done, RIAs may want to be purposeful about strengthening their emotional connections with clients as part of their growth strategies. And if technology can get us only so far, that begs the question: Are advisors the solution to what AI can’t do? In this episode, John O’Connell, Founder and CEO of the Oasis Group, joins host Bill Coppel, Chief Client Growth Officer at TradePMR, to dive into this question. Listen as they explore: - How leveraging data to create more personalized client experiences can help drive business growth - Why focusing on niche communities can lead to stronger emotional connections with clients and give advisors a competitive edge - Growth opportunities that can come from getting a better handle on your existing client base 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 John O’Connell: John is the Founder and CEO of the Oasis Group − a consultancy serving businesses in the wealth management, fintech, and financial services industries. John O’Connell and the Oasis Group are not affiliates of TradePMR. More About John: LinkedIn: https://www.linkedin.com/in/johnokoconnell Website: https://theoasisgrp.com/about-us/about-john-oconnell/ 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) Why Do Investors Keep Their Financial Advisors Around? Morningstar. Published Jan. 22, 2024.

    32 min

  6. AUG 12

    Ep. 7: Susan Quinn: Crafting a Brand Strategy Designed to Accelerate Growth

    As technology continues to affect how advisors conduct business and interact with clients in a rapidly evolving wealth management landscape, we believe it will challenge RIAs to establish and articulate their value. And in today’s broader environment of misinformation and altered facts, being intentional about articulating your value as an RIA ─ and what makes you unique in the wealth management “sea of sameness” ─ can be a deciding factor for a client or prospect in selecting you. When executed effectively, the goal is to create a significant competitive advantage. With all the priorities you’re managing as an RIA, can taking a more robust approach to telling your story be an important lever for growth? In this episode, Susan Quinn, CEO of circle S studio, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question. Listen as they explore: Ways to think about branding as your business evolves and grows over time What RIAs can learn from the 9 traits of high-performing companies How narrowing your business focus may lead to more growth 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 Susan Quinn: Susan is President & CEO of circle S studio, a consulting, branding and digital agency that has served growth-minded firms for more than 30 years. She also works as a leadership consultant and executive coach. Susan Quinn and circle S studio are not affiliates of TradePMR. More About Susan: LinkedIn: https://www.linkedin.com/in/susanquinn01/ Website: https://circlesstudio.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

    22 min

  7. JUL 29

    Ep. 6: Dr. Lamar Pierce: Capitalizing on the Power of Human Interaction

    While behavioral finance isn’t new, it hasn’t been readily adopted in the wealth management space. But as technology encroaches on the more transactional aspects of our business, can applying behavioral finance principles to their personal interactions with clients give RIAs a competitive edge? In this episode, Dr. Lamar Pierce, Professor of Organization and Strategy at Washington University, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question. Listen as they explore: - Practical ways that RIAs can leverage behavioral finance to help build enterprise value - Why advisors should think carefully about which parts of their business will be technology-driven and which will be driven by personal interactions with clients - How generational differences might impact an advisor’s ability to grow and transition their businesses 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. Lamar Pierce Lamar is a Professor of Organization & Strategy at the Olin Business School at Washington University and a Behavioral Strategy Advisor at Atlas Point. He holds a PhD in Business from the University of California, Berkeley and an undergraduate degree in economics from the University of Puget Sound. Lamar Pierce and Washington University are not affiliates of TradePMR. More About Lamar: LinkedIn: https://www.linkedin.com/in/lamar-pierce-2988546/ Website: https://olin.wustl.edu/faculty/lamar-pierce2 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

    20 min

  8. JUL 15

    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

  9. JUL 1

    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/

    18 min

  10. JUN 17

    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

  11. JUN 5

    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

    24 min

  12. JUN 5

    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

Trailer

Ratings & Reviews

5
out of 5
3 Ratings

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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