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Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth

Sep 20, 2024 4:34:19 PM

The inaugural season concludes with topics such as organic growth, AI, and building enterprise value.

Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. The inaugural season of Synergize covered important advisor-focused topics, including techniques for supercharging organic growth, how artificial intelligence will change advice, and why building enterprise value is such an urgent matter to address.

Join us for a look back at some of the highlights from season 1 of our podcast.

Synergize headshots and quotes

— Susan Quinn, CEO of circle S studio, on the “Experience Age” and brand identity, Ep. 7 of Synergize.

Synergize headshots and quotes2

— John Furey, Founder and Managing Partner of Advisor Growth Strategies, on growing your business sustainably, Ep. 2 of Synergize.

Synergize headshots and quotes3

— Lamar Pierce, professor of organization and strategy at the Olin Business School at Washington University in St. Louis, on helping clients through turbulent markets, Ep. 6 of Synergize.

Synergize headshots and quotes4

— John O’Connell, Founder and CEO of The Oasis Group, on mixing emotions and data, Ep. 8 of Synergize.

Synergize headshots and quotes5

— Robb Baldwin, Founder and CEO of TradePMR, on organic growth and financial advice, Ep. 1 of Synergize.

Synergize headshots and quotes6

— Steve Harvill, Founder of Creative Ventures, on melding technology with financial advice, Ep. 3 of Synergize.

Synergize headshots and quotes7

— Sindhu Joseph, Founder and CEO of CogniCor, on finding value in AI technology, Ep. 5 of Synergize.

Synergize headshots and quotes8

— Joe Duran, Founder of Rise Growth Partners, on navigating a maturing RIA industry, Ep. 4 of Synergize.

Find every episode of Synergize here, and be sure to subscribe on Apple Music, Spotify, or YouTube.

About TradePMR

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.

Follow TradePMR on X, Facebook, and LinkedIn for the latest news, updates, and event information.

1Cerulli Anticipates $84 Trillion in Wealth Transfers Through 2045, Cerulli Associates. Published January 20, 2022
Topics: Financial advisors RIA technology RIAs Technology Marketing Registered Investment Advisor Client Relationships RIA Growth Artificial Intelligence Synergize Podcast AI
Written by TradePMR

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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

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