Synergize: Unscripted Conversations to Help Guide Advisor Growth
By TradePMR
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Episodes: 45
Description
Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.
| Episode | Date |
|---|---|
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If You Build It, They Will Come: James Spinelli on Launching His RIA & Coaching Little League
|
Feb 19, 2026 |
|
The RIA Playbook for 2026 (w/ Pete McGratty)
|
Feb 05, 2026 |
|
Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)
|
Jan 22, 2026 |
|
Finding Clients Their "Why?"
|
Jan 08, 2026 |
|
Fairways, Roughs, and the Advisor's Grind
|
Dec 18, 2025 |
|
A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress
|
Dec 09, 2025 |
|
Building A Multigenerational Firm To Reach The Next-Gen Client
|
Nov 25, 2025 |
|
Robinhood and TradePMR Launch Industry-First Asset Match For RIAs
|
Nov 06, 2025 |
|
Synergy25 Live Ep. 10: Oleg Tishkevich Challenges Advisors to Lead with Strategy
|
Oct 06, 2025 |
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Synergy25 Live Ep. 9: Dan Gallagher on Empowering Advisors in a New Regulatory Era
|
Sep 22, 2025 |
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Synergy25 Live Ep. 8: Roger Overby Helps Guide RIAs Through Exit Strategies for Business-Owning Clients
|
Sep 08, 2025 |
|
Synergy25 Live Ep. 7: Rich Cancro on using RIA Technology for Growth
|
Aug 18, 2025 |
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Synergy25 Live Ep. 6: Tony Mazzali Prepares His RIA for the Next Generation
|
Aug 11, 2025 |
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Synergy25 Live Ep. 5: Robb Baldwin Explores the Future of Financial Advice
|
Aug 04, 2025 |
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Synergy25 Live Ep. 4: Scott McSweeney Explores the Future of Alternative Investments
|
Jul 21, 2025 |
|
Synergy25 Live Ep. 3: Michael Kitces Rethinks Time, Technology, and Advisor Success
|
Jul 14, 2025 |
|
Synergy25 Live Ep. 2: David Hohimer Answers the Next Generation Question
|
Jul 07, 2025 |
|
Synergy25 Live Ep. 1: Vlad Tenev on Democratizing Wealth Management
|
Jul 01, 2025 |
|
Ep. 27 - Shannon Spotswood: Is Your Firm Thriving or Just Surviving?
|
Jun 09, 2025 |
|
Ep. 26: Kate Healy: What the Next Generation Needs from Advisors Today
|
May 19, 2025 |
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EP25: Alan Moore: Building a Talent Pipeline to Help Win NextGen Clients
|
May 05, 2025 |
|
Ep. 24: Leo Pusateri: Delivering "Real" Value to Help Power Business Growth
|
Apr 21, 2025 |
|
Ep. 23: Steve Quirk: Capturing Wallet Share from DIY Investors Seeking Advice
|
Apr 07, 2025 |
|
Ep. 22: Eliza De Pardo: Sidestepping Missteps That Can Hamstring Growth
|
Mar 17, 2025 |
|
Ep. 21: Priya Malani: Playing the Long Game by Capturing NextGen Clients Now
|
Mar 03, 2025 |
|
Ep. 20: Meir Statman: Moving Client Conversations Beyond Money to Life
|
Feb 18, 2025 |
|
Ep. 19: Carolyn Armitage: Competing for Talent in a Shrinking Advisor Pool
|
Feb 03, 2025 |
|
Ep. 18: Derek Bruton: Bringing in New Assets Beyond Market Growth
|
Jan 21, 2025 |
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Ep. 17: Tim Whitney: A CEO's Take on Building a Firm for the Future
|
Jan 06, 2025 |
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Ep.16: Sherri Snelling: What Advisors Need to Know About Caregiving Today
|
Dec 16, 2024 |
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Ep.15: Kelly Waltrich: Getting More from Your Sales and Marketing Investment
|
Dec 02, 2024 |
|
Ep.14: Carolyn Armitage: Leadership Lessons for Sustainable Business Growth
|
Nov 18, 2024 |
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Ep. 13: Julie Littlechild: Working Across Generations to Drive Sustainable Growth
|
Nov 04, 2024 |
|
Ep.12: Natalie Wolfsen: Driving Growth through the Strategic Use of Time
|
Oct 21, 2024 |
|
Ep. 11: Doug Fritz: Blending Technology and Marketing to Help Drive Growth
|
Oct 07, 2024 |
|
Ep.10: Mark Tibergien: What it Takes to Compete as an RIA Today
|
Sep 23, 2024 |
|
Ep. 9: Welcome to Synergize: Season 2 Preview
|
Sep 09, 2024 |
|
Ep. 8: John O'Connell: Leveraging Data to Build Emotional Connections That Help Drive Growth
|
Aug 26, 2024 |
|
Ep. 7: Susan Quinn: Crafting a Brand Strategy Designed to Accelerate Growth
|
Aug 12, 2024 |
|
Ep. 6: Dr. Lamar Pierce: Capitalizing on the Power of Human Interaction
|
Jul 29, 2024 |
|
Ep. 5: Dr. Sindhu Joseph: Cutting Through the Noise to Leverage AI for Growth
|
Jul 15, 2024 |
|
Ep. 4: Joe Duran: Going Beyond the Spreadsheet to Grow Enterprise Value
|
Jul 01, 2024 |
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Ep. 3: Steve Harvill: Putting the "Personal" in Personalization
|
Jun 17, 2024 |
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Ep. 2: John Furey: Working On Your Business While Working In Your Business
|
Jun 05, 2024 |
|
Ep. 1: Bill Coppel and Robb Baldwin: Welcome to Synergize
|
Jun 05, 2024 |