Knowledge Bank - TradePMR | Marketing

4 min read

Market Shifts Demand Strategy and Perseverance

By TradePMR on Feb 4, 2025 3:33:40 PM

For advisors serious about outpacing market expansion, there are no shortcuts to success. If demographics are any indicator, the market for financial advice is about to be turned on its head.

Topics: RIAs Marketing Synergize Growth

6 min read

Laying the Foundations for 2025: A Year of Growth and Opportunity

By TradePMR on Dec 26, 2024 6:00:00 AM

The year ahead will present advisors with plenty of changes, challenges, and, as always, a chance to prove why financial advisors offer a service unlike any other. A new year is a new opportunity — for updating growth goals, making changes to ...

Topics: Financial advisors RIAs Technology Marketing Registered Investment Advisor personalization Compliance AI Enterprises

4 min read

A New Generation of Investors Demand a New Generation of Advice

By Robb Baldwin on Dec 18, 2024 9:53:59 AM

Advisors want growth solutions. Giving them access to a new generation of investors could be key. Robb Baldwin, founder and CEO, TradePMR recently took the stage at MarketCounsel Summit 2024. During the session titled, The Future of RIA Custody: How ...

Topics: Financial advisors RIAs Technology Marketing RIA Growth personalization Enterprises

3 min read

How a New Marketing Playbook Could Help Advisors Win Business

By TradePMR on Dec 11, 2024 2:20:52 PM

Winning new business is part marketing, part sales. Rethinking your approach to both may help boost existing client acquisition channels and open new opportunities. Are you exploring the addition of new technology? Trying to hire an extra set of ...

Topics: Financial advisors RIAs Technology Marketing RIA Growth personalization Enterprises

4 min read

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

By TradePMR on 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 ...

Topics: Financial advisors RIA technology RIAs Technology Marketing Registered Investment Advisor Client Relationships RIA Growth Artificial Intelligence Synergize Podcast AI

6 min read

Starting an RIA? Time to Let the World Know

By TradePMR on Aug 17, 2023 8:50:28 AM

Marketing strategy illustration for RIAs – TradePMR blog.

4 Steps to Begin Building Your Brand.

Topics: RIA practice Financial advisors RIAs Marketing

5 min read

RIA Marketing: How to Build a More Effective Online Presence

By TradePMR on Jul 22, 2022 1:51:32 PM

Concept of an RIA attracting new clients with an online marketing presence.

How advisors can build a more effective online presence The ways that consumers find products and services has changed drastically over the past couple decades. While word-of-mouth may have been a sufficient marketing strategy back in the day, it ...

Topics: Marketing Service Registered Investment Advisor Custodial Service Providers

3 min read

BBQs and RFPs

By TradePMR on Jul 2, 2021 9:30:00 AM

Outdoor table with fruit and beverages

With a strong vaccination rollout and states nationwide removing COVID-19 restrictions, everything is starting to feel “normal.” While we’re all likely going to keep up some of our pandemic practices – for example Zoom meetings and hybrid office ...

Topics: Marketing

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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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