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. 6d ago

    A New Era of RIA Efficiency: Robinhood's Abhishek Fatehpuria and Kate Mapstone on the Future of Advisor Tech

    What would it look like if advisors could run their entire practice on one platform and scale their business without hiring additional staff? In this special two-part episode, the Synergize podcast sits down with two Robinhood leaders working to bring that vision to life. First, Robinhood VP of Product Management Abhishek Fatehpuria addressed the disconnected fintech environment that inspired Robinhood Cortex for Advisors. Abhishek shared his vision for how it could augment small advisory teams to manage billions in AUM by easing the burden of operational overhead. Then, Kate Mapstone, Head of RIA Strategy at TradePMR by Robinhood, shares what's coming for advisors: better economics, growth incentives, and a new way to connect advisors with the next generation of advisors through the Robinhood Advisor Network. Robinhood Cortex for Advisor features use generative artificial intelligence and are provided for informational purposes only. They shouldn't be viewed as research or a recommendation to buy, sell, or hold a security or asset. Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 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.

  2. 6d ago

    "Modern Portfolio Theory Is Dead": Robinhood CIO Steph Guild on How Investing Changed

    It was the opening line from her keynote at SYNERGY26 that stopped the room: “Modern portfolio theory is dead…and index investing went with it.” Robinhood Chief Investment Officer Steph Guild joins Synergize to break down that assertion: walking through the four tailwinds that made index investing the dominant strategy for decades, why all four are now reversing, and what advisors and their clients should be doing about it. Later, she weighs in on the financial advice space and what retail investors can expect from the Robinhood Advisor Network. Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 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. TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

  3. Aug 26

    Robinhood's Pat Dunn Answers, "Who is Robinhood Customer?"

    Many Robinhood customers are more sophisticated investors than they are often stereotyped, and that gap in perception could become a massive opportunity for financial advisors. Robinhood Senior Director of CX and Head of Concierge Services Pat Dunn joins the Synergize Podcast to set the record straight. He breaks down how Robinhood built its concierge program from scratch after a Kaizen session with CEO Vlad Tenev, and how the program formed to better support the most active and highest-revenue customers. Pat expands on the Robinhood client's appetite for advice and how the newly launched Robinhood Advisor Network has been designed to meet clients at every point on the advice spectrum. Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 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. TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

  4. Jul 13

    I Am Not a Robot: Tech Journalist Joanna Stern on AI and Human Connection

    What happens when you hand your entire life over to AI for a year? Emmy Award-winning tech journalist Joanna Stern decided to find out and shared the results with readers in her new book I Am Not a Robot. Joanna joins the Synergize podcast to break down the highlights of that year-long AI experiment, explaining what AI got right, where it failed, and why being an AI skeptic might actually be a healthy instinct. Later, she shares where she thinks AI genuinely delivers for business professionals and how financial advisors could apply the technology to help their business. Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 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. TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

    I Am Not a Robot: Tech Journalist Joanna Stern on AI and Human Connection

  5. Jun 25

    Balancing Protection with Innovation: How Robinhood's Lucas Moskowitz Sees The Regulatory Road Ahead

    Fewer public companies. Private companies planning to stay private longer. A regulatory framework that keeps retail investors locked out of possible growth opportunities. As a former SEC staffer and Capitol Hill veteran, Robinhood's Senior Vice President, General Counsel, and Corporate Secretary Lucas Moskowitz has a thorough understanding of the issues at play. Lucas joins the Synergize podcast to talk about the push to expand access to private markets, the current accredited investor landscape, and what AI could mean for the future of financial advice. Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 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. TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

    Balancing Protection with Innovation: How Robinhood's Lucas Moskowitz Sees The Regulatory Road Ahead

  6. Jun 23

    "Advisors, Make Your Voices Heard": Robinhood's Dan Gallagher on DC's Regulatory Shift

    The regulatory environment in Washington has changed dramatically under new SEC leadership, and that could present an opportunity for financial advisors. Robinhood's Chief Legal, Compliance, and Corporate Affairs Officer Dan Gallagher breaks down what the shift under SEC Chair Atkins really means for RIAs, why deregulation doesn't mean fewer investor protections, and how advisors can make their voices heard as the rules for the wealth management industry are rewritten. Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 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. TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

    "Advisors, Make Your Voices Heard": Robinhood's Dan Gallagher on DC's Regulatory Shift

  7. May 21

    "Compel, Don't Sell": Cary Carbonaro's Gameplan for Retaining Female Clients

    The days of the traditional, male-centric advisory playbook may be numbered. With women projected to control the majority of private wealth in the United States by 2030 [1], advisors who cannot adapt to best serve them could be leaving business at risk. Cary Carbonaro, author of Women & Wealth: A Playbook to Empower Clients and Unlock Their Fortune joins the podcast to share a clear outline for how RIAs can better connect with, educate, and retain female clients. As a Managing Advisor at Ashton Thomas Private Wealth and a CFP Board Ambassador, Cary brings decades of experience to Synergize, diving into: Decoding the Trillion-Dollar Trend: Cary’s story of discovering her passion for teaching female investors and the various factors driving a sizable wealth shift towards women, both presently and in the coming years. The Default Male-Perspective in Finance: Why the industry has historically struggled to connect with women, communication styles that could resonate better, and the $100 million client story that shows why advisors should build a relationship with the wife before a crisis hits. Retention Risks & What’s Stake: The truth about the impending wealth transfer, the often-cited ‘70% spousal attrition rate [2]’ and why it could pose a “massive retention risk” for a growing RIA. EQ Matters, Not Just IQ: How to shift your approach with female clients from "selling" to "compelling" through education, empathy, and empowerment.Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Ashton Thomas Private Wealth 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. McKinsey & Company. (2020, July 29). Women as the Next Wave of Growth in US Wealth Management. Anderson, S., & White, M. (2016). Widows’ Voices: The Value of Financial Planning. Journal of Financial Planning, 29(1), 34-41.

    "Compel, Don't Sell": Cary Carbonaro's Gameplan for Retaining Female Clients

  8. May 7

    Beth Pinsker on 'My Mother's Money' and The Advisor's Frontline Role When Financial Decisions Turn Emotional

    MarketWatch financial planning columnist Beth Pinsker, CFP, has plenty of experience guiding her readers, but she admits “book smarts” didn’t prepare her for an inevitable inflection point. In her new book “My Mother's Money,” she chronicles how she assumed the responsibilities of financial caregiver and end-of-life planner for her own mother, emphasizing how overwhelmingly complicated the process was from healthcare to estate planning. On this episode of the Synergize podcast, Beth shares her story and explains why navigating this complex transition could be a make-or-break client retention moment for financial advisors: Chronicling the Emotional Journey and Sharing Her Mom’s Final Lesson: What Beth’s personal journey can teach advisors about the hidden gaps in caregiving and financial consequences clients may face if they don’t engage in end-of-life planning. The Advisor’s Opportunity to Become the Frontline: Beth argues that crisis management is harder and more painful than uncomfortable conversations. She says family emergencies and health scares are moments when RIAs could proactively step up to guide clients through honest family meetings and prepare for wealth transitions. Navigating the Blur Between Emotional and Financial: How advisors can step in when fear, grief, and emotion complicate critical financial and elder care decisions. Risks To Retaining The Next Generation: Beth shares why an advisor mishandling financial caregiving poses a client retention threat for RIAs and shares a simple fix to form connections with the whole family.Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Beth Pinsker and MarketWatch are unaffiliated with TradePMR. 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.

    Beth Pinsker on 'My Mother's Money' and The Advisor's Frontline Role When Financial Decisions Turn Emotional
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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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