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Financial industry news and events for RIAs.

2 min read

Growth-Minded Advisors to Gather at TradePMR’s Synergy Conference

Apr 30, 2018 9:37:17 AM


We’re so excited! TradePMR will gather with a select group of registered investment advisors (RIAs) from across the country to celebrate our 20th anniversary at TradePMR’s annual Synergy conference May 16-18 in San Diego. This year's conference theme "Get There" will steer conversations during a jam-packed, three-day agenda intended to arm growth-minded advisors with the tools and resources they need to streamline their businesses and navigate headwinds.

TradePMR founder and CEO Robb Baldwin, formerly a practicing advisor, will kick off the conference, focusing his comments on challenges in building a business in the digital world to better serve clients. "We believe we have gathered some of the top minds in the industry to provide advisors with powerful conversations and a suite of resources as they work to grow their business," said Baldwin. "TradePMR has a history of innovation and our commitment to improving an advisor's business and client experiences will drive the conversation during three intense days together."

Watch this short video for a personal message from Managing Director Rob Dilbone and CEO Robb Baldwin:


Synergy 2018 attendees will benefit from a lineup of experts from in and around the financial services industry. Other keynote speakers and their topics include:

  • The New Frontier: Bill Coppel,Chief Client Growth Officer at First Clearing, leads First Clearing's organic growth and productivity initiative, as well as thought leadership efforts, brand positioning and market strategy.
  • Cyber Fraud Prevention: Jeff Lanza,retired FBI agent and author, is an internationally recognized speaker on the topics of cybercrime, leadership, crisis communication, ethics, identity theft and body language.
  • Common Technology and Practice Management Mistakes and Opportunities: Joel Bruckenstein and Bob Veres, considered by many to be two of the most recognized names in the financial planning consulting profession. Buckenstein is the founder of T3 Technology Tools for Today and host of the T3 Technology conferences. Veres is publisher of Insiders Information, a columnist currently for Financial Planning magazine and host of one of the annual Insiders Forum.
  • Creating a Nation of Millionaires: Dr. RobertGenetski is an accomplished author, professor, registered investment advisor and a proponent of classical, free-market economic principles.

New in 2018, attendees are invited to a three-hour Branding Reception. During the reception, advisors will receive real-time branding guidance from marketing experts. Advisors will have the opportunity to refresh their professional headshot, receive website analysis and social media consultation, learn about digital marketing and network with sponsors and peers in a more conversational setting. A number of Soap Box Talks will also occur during the Branding Reception.

Details about Synergy including the complete list of speakers and sponsors, full agenda and event registration is available at https://synergy.tradepmr.com.


For breaking news and conference updates, follow the official Twitter hashtag #TradePMRSynergy.

TradePMR-Inc Member FINRA/SIPC


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Written by TradePMR