Robb Baldwin, TradePMR Founder and CEO, and Vlad Tenev, Robinhood Chairman and CEO headline an exciting agenda that includes so much more!
With just a few weeks to go until SYNERGY25, TradePMR’s premier event for RIAs, we’re ready to unlock additional details about the final agenda.
Things kick off on May 27 in Tampa, Florida, with a unique Welcome Day experience we’re introducing this year to give early arrivals a chance to get hands-on demos with our technology and some one-on-one time with our leadership team. We’ll wrap the conference on May 30 with a day filled with kayaking, jet skiing, a tour of El Reloj Cigar Factory, and more! In between, you can of course expect fantastic keynotes from both TradePMR and Robinhood’s executive leadership team.
We’re also excited to announce additional keynotes from industry leaders, including Michael Kitces, Chief Financial Planning Nerd at Kitces.com; Julie Littlechild, Founder and CEO of Absolute Engagement; and Leo Pusateri, President and Owner of Pusateri Consulting.
Read on to learn more, and don’t forget to register for SYNERGY25! Rooms are filling up fast!
Michael Kitces:
If you’re reading this blog, chances are high that you know who Kitces is. In addition to his well-known website, Kitces is the Head of Planning Strategy at Focus Wealth Partners and the co-founder of XY Planning Network.
In his session, Kitces will share some of his latest research findings on four factors that can help drive the productivity of advice-centric firms, including the impact of team leveraging, face-time with clients, the affluence of the firm's clientele, and the pricing confidence of the advisors themselves. RIAs looking to grow and add clients won’t want to miss what Kitces has to say about optimizing the productivity of their workforce.
Julie Littlechild:
For many years, the media has focused on the $124 trillion1 dollars expected to transfer between Boomers and their children. Although the transition is underway, many advisors don’t have a clear plan to help mitigate the risks or take advantage of this significant opportunity.
In her session, Littlechild will help advisors understand what she believes are the true needs of clients as well as their adult children and show how they can respond in a way that drives engagement, supports asset retention, and works to ensure their RIA is a magnet for next-generation clients. Littlechild will draw on new investor research conducted with TradePMR and share a step-by-step action plan for the audience to consider.
Leo Pusateri:
Advisors need to know their value before they can sell their value. Perhaps an obvious observation, but few financial service professionals can articulate their value with the highest levels of confidence, passion, and speed. Even many of the best advisors and their teams still “wing it” with clients and prospects.
In an engaging, highly interactive keynote, Leo Pusateri will discuss what he calls the Value Revolution, the Changing Client, and the Client’s Dilemma, and how they help Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of distinction.
Pusateri will also host a workshop at SYNERGY25 to discuss key concepts from his new book, You Never Knew Because You Never Asked, and how advisors can change their thinking to get closer to their clients than ever before.
Ready for four days of networking, learning, inspiring keynotes, a glimpse into the future of wealth management, and fun in the Florida sun? Register for SYNERGY25 today!
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 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.
TradePMR is a subsidiary of Robinhood Markets, Inc.
All third parties mentioned and TradePMR are unaffiliated companies.
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1. The Cerulli Report — U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024, Cerulli Associates, December 5, 2024.
