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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Why We Don’t Charge for Our Signature Event: SYNERGY22

Mar 2, 2022 3:35:34 PM

Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities.

We believe SYNERGY22 is going to be more than a conference – we think it’s an opportunity. An opportunity for our team to connect face-to-face with advisors on our platform, many of whom have joined since the start of the pandemic. It’s an opportunity for us to learn about advisors’ experiences and hear how we can continue working to deliver an exceptional experience to you and your teams. For advisors, it’s an opportunity to network, grow, and learn about the ways TradePMR continues to evolve.

With all of this in mind, we would never want to create a barrier for advisors and their teams to attend. That’s why SYNERGY22 is free to attend, you’ll just need to cover travel and lodging. We hope your firm will join us for the conference, taking place May 25th – 27th at the Ritz-Carlton Orlando, Grande Lakes.


Let’s dive a little more into what we expect for SYNERGY22, and why we have made the event free for attendees.

Let us Learn from YOU

SYNERGY22 will give the TradePMR team time to engage and connect with advisors in-person, the first time we’ll be able to do so in a conference setting since COVID started spreading. A lot has changed since our last SYNERGY conference, which took place all the way back in 2019.

Your business looks different than it did in 2019 – we know ours certainly does. As you have looked to continue growing throughout the pandemic, we too have adjusted. As you have added new clients (and new employees), we have taken the time to grow our team to accommodate your expanding needs and support your evolving business priorities. We want to ask you questions, hear about your experiences, and ensure we are aligned with where we should go in the future.

While our teams connect frequently, there is no substitute for in-person, face-to-face conversations. Candid, open, and honest conversations about where your business is, where you want to go, and how our team can support you on your journey. We see SYNERGY22 as the best place for this to happen, and we want to make sure you can take the time to come join us, without having to take on any unnecessary business expenses like a high conference attendance fee.

Sharing our Vision

Fusion is evolving, and we can’t wait to show you where we’re going next. While we share frequent Fusion updates over email and on Insight, SYNERGY22 is going to be the big show. We are going to highlight the latest updates to our technology that will expand how your team can engage with the platform.

In addition to learning about the next stage of Fusion, SYNERGY22 attendees will gain access to some of our modern technology before it is released more broadly to all advisors working with TradePMR. This is yet another reason SYNERGY22 is free to attend – we want you to come, learn, and be part of the future of TradePMR. It all starts at SYNERGY.

On top of these technology enhancements that will be available at SYNERGY22, we are going to spend time talking about our roadmap. What is coming up this year, next year, and what is on the horizon. We want to share where we have our sights set and spend time connecting to ensure our vision matches your needs, and that we’re building our technology to support you and your team.

So, why is SYNERGY22 free to attend?

Because attending SYNERGY goes together with working with TradePMR. It is time to reconvene and make sure we are all on the same page and are moving in the right direction. We know taking time out of your busy schedules to spend a few days in Orlando can be tough to manage, and we would never want to put up any unnecessary barriers to have you come down and join us.

Are you ready for SYNERGY22? The first step is registering – sign up now and start prepping for an action-packed week in sunny Florida.


Trade-PMR, member FINRA/SIPC.

Written by TradePMR