TradePMR has taken a page out of Robinhood's book, introducing what we believe is a first-of-its-kind incentive program: Asset Match*. Until March 31st, RIAs depositing eligible assets into a TradePMR account can see a 50 basis points cash match dropped into their account. Robinhood's Chief Brokerage Officer Steve Quirk and TradePMR's Founder and General Manager Robb Baldwin join Synergize for a special episode to explain the idea behind Asset Match, how the program could resonate with advisors, and why this retail-style benefit is the first step in bringing Robinhood's culture of innovation to RIAs.

For financial advisors navigating a constantly changing industry, growth can depend on more than just adopting the latest tools and tech. Is your firm leading with strategy or letting tech drive the agenda? Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sat down with Oleg Tishkevich, CEO of Invent, to discuss how aligning vision with technology can unlock sustainable growth. Listen as they explore: - The role of technology and AI in streamlining workflows and client experience - Why firm culture and leadership mindset can be some of the greatest barriers to growth - How aligning business strategy before building your tech stack could set the foundation for long-term success If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc., is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

As 2025 shapes up to be a pivotal year for financial regulation, advisors are asking: what will the new SEC landscape mean for their practice, and how can they navigate with confidence? In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Dan Gallagher, Chief Legal, Compliance and Corporate Affairs Officer for Robinhood Markets, on the unique opportunity advisors have to make their voices heard in Washington. . Listen as they explore: -  What can advisors expect under the new administration -  How Robinhood is taking an offensive stance to protect advisors and their clients -  Why advisor's voices matter more than ever, and how Robinhood is working to amplify them This episode was filmed and recorded in May 2025. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

Advisors often plan early for the future of their own businesses, but what about their business-owning clients? When a client is ready to exit their business, it's a major financial milestone that often involves other firms. Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR chat with Roger Overby, Senior Managing Director at Skyway Capital Markets about how RIAs can have a seat at the table and help guide clients through their own succession strategies.  Listen as they explore: - Practical ways advisors can introduce succession planning to business-owning clients - Strategies to help maintain meaningful and ongoing dialogue - How Skyway's collaboration with TradePMR provides tools and resources to help advisors succeed Skyway Capital Markets and TradePMR Inc. are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

Growing your firm can often feel like you're working against technology rather than alongside it. But reframing tech as a strategic enabler rather than just another expense can help unlock greater efficiency, deepen internal capabilities, and drive long-term, sustainable growth. In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Rich Cancro, Founder and CEO of AdvisorEngine, to unpack why he believes technology isn't here to replace human expertise, it's here to amplify it. Listen as they explore: ● How to choose technology that aligns with your firm's vision ● Why the most impactful growth may start from within ● The power of proactively selecting and practically applying the right tools AdvisorEngine and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

Technology and training are among the most dynamic aspects of today's financial services industry. RIAs must adapt to not only stay competitive, but also to cultivate a new generation of leadership that can thrive in this shifting landscape.  In this episode, Bill Coppel, Director of Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Tony Mazzali, CEO of CG Financial Services, for a candid conversation about the future of the RIA in the financial services space.  Listen as they explore:  - The evolving role of the advisor in a tech-forward, client-centric industry  - What core principles and client needs have remained unchanged over time  - How Tony is developing next-gen leaders within his firm  CG Financial and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

With AI becoming more integrated and widely available to investors, some advisors may wonder if their role is changing, or even threatened. With 40 years in the financial services industry, Robb Baldwin, Founder and CEO of TradePMR, shares his unique perspective on how the role of the advisor – and the expectations clients have for them – have evolved. In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Robb to discuss the changing landscape of financial advice. Listen as they explore: ● What advisors need to be thinking about to prepare for the Great Wealth Transfer1. ● The impact AI is having on how financial advisors deliver value to clients. ● Why marketing and technology are more important to independent RIAs than ever before. 1The Cerulli Report: U.S. High Net Worth and Ultra-High Net Worth Markets 2024. Cerulli Associates, 2024. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

Even with more access to alternative investments than ever before, only about half of financial advisors are currently incorporating them into client portfolios1. In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Scott McSweeney, Vice President of Platform Partnerships at iCapital, to discuss the shifting alternative investment landscape and the new opportunities it's creating for RIAs. Listen as they explore: ● What is changing in the world of alternative investments ● iCapital's new integration with TradePMR's Fusion ● What tools and resources are available to educate advisors 1The Cerulli Report: U.S. Exchange-Traded Fund Markets 2024. Cerulli Associates, 2024. Alternative investments are complex, costly, and risky, with potential for total principal loss. They have less regulatory oversight, fewer legal protections, may lack a secondary market, and are illiquid. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

Success as a financial advisor looks different for every firm. There are many paths, with very different structures, and no one model is wrong. Defining success starts with knowing where your time goes, what kind of practice you want to build, and how technology can help streamline and support that journey. In this episode of the Synergy25 Live podcast, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sat down with Michael Kitces, Chief Financial Planning Nerd of kitces.com, to unpack the real-world challenges advisors face when building a successful, efficient practice. Listen as they explore: ·  Where advisors are currently spending their time ·  How success varies across different types of firms ·  The role of technology in creating efficiency and why it matters Michael Kitces and TradePMR are unaffiliated companies.  How Financial Planners Actually Do Financial Planning, The Kitces Report, Vol. 2, 2024 What Actually Contributes to Financial Wellbeing, The Kitces Report, Vol. 2, 2023 If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

TradePMR believes that independent advisors can best grow when they focus on building relationships instead of selling products. Yet for many firms, building relationships with the next generation has remained elusive. There are countless tools designed to help reach and retain young investors, but technology alone isn't a silver bullet. The question is how advisors can deploy tech to build personal relationships. In this special episode of the Synergize podcast, David Hohimer joins TradePMR's Bill Coppel and Ryan Neal to discuss how his firm has answered that question. Hohimer explains how he refined his firm's offerings to be ready for the opportunities presented by the great wealth transfer. Listen as they explore: * Meeting the next generation of clients where they are * Expanding your skill set to better serve next-gen clients * Investing in a team built to achieve sustainable growth Subscribe now, and connect with us on social media: ●  YouTube [https://www.youtube.com/@TradePMR] ●  LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] * Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. David Hohimer, Hohimer Wealth Management, and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

Historically, trading was a game of survival of the fittest, where the largest and loudest dominated. Access to investing tools and advice came at a cost, often leaving millions on the sidelines. So Robinhood's mission was born: "Democratize finance for all." In this first episode of the Synergy25 Live Series, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Vlad Tenev, Chairman and CEO of Robinhood Markets, to discuss the past, present, and future of wealth management. Listen as they explore: * Robinhood's three-arc strategy for reshaping the wealth management landscape * TradePMR's role in driving this transformation * What democratized finance means for clients and advisors – now and in the future

Business growth tends to be a frequently cited priority for RIAs, but firm leaders sometimes struggle with building a team that can help position their firm for growth. They're focused on non-revenue generating tasks instead of surrounding themselves with talent that can help them build an intentional growth strategy, according to Shannon Spotswood, CEO of RFG Advisory. In this episode of the Synergize podcast, Spotswood joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore this common pain point for RIAs and potential ways to drive organic growth. Listen as they explore: ● Some of the hard decisions RIAs may need to make about how they spend their time ● Key questions RIAs should consider answering honestly if they want to grow ● Practical steps to think about when onboarding new talent Subscribe now, and connect with us on social media: ● YouTube [https://www.youtube.com/@TradePMR] ● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] ● Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Shannon Spotswood Shannon is CEO of RFG Advisory, a platform that provides a range of support services designed to help independent advisors grow their businesses. Before joining RFG Advisory, Shannon spent 20 years in institutional finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co. She was named a 2020 Women to Watch Honoree by InvestmentNews. Shannon Spotswood and RFG Advisory are not affiliates of TradePMR. More About Shannon: LinkedIn:https://www.linkedin.com/in/shannonspotswood/ Website: https://rfgadvisory.com/meet-our-team/ If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc.

Millennials are set to become the richest generation on record thanks to the $84 trillion wealth transfer from their Baby Boomer parents and grandparents.1 But for financial advisors, winning the trust of this generation may be easier said than done. One of the best ways to prepare to serve the next generation of investors is to have advisor talent that understands them, according to Kate Healy, CEO & Founder of AdvoKate IQ. In this episode of the Synergize podcast, Healy joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore the opportunity that exists for RIAs to build enterprise value through a strategic focus on NextGen clients and advisors. Listen as they explore: ● How NextGen client preferences play into the service offerings firms may want to consider and who they may need to hire ● Ways to align business strategy with the evolving needs of the next generation ● Potential blind spots that may hinder a firm's ability to attract the next generation of investors Subscribe now, and connect with us on social media: ● YouTube [https://www.youtube.com/@TradePMR] ● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] ● Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Kate Healy Kate is CEO and Founder of AdvoKate IQ, LLC, a consultancy that partners with financial services firms to help unlock sustainable growth by aligning business strategy with the evolving needs of the next generation. Previously, she was Managing Director for the CFP® Board's Center for Financial Planning and a Managing Director at TD Ameritrade Institutional. Kate Healy and AdvoKateIQ, LLC are not affiliates of TradePMR. More About Kate: LinkedIn: https://www.linkedin.com/in/kateehealy/ If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc. 1 https://fortune.com/2025/03/28/millennials-richest-generation-on-record-great-wealth-transfer-from-baby-boomers/Millennials are set to become the richest generation on record thanks to the $84 trillion Great Wealth Transfer from their baby boomer parents and grandparents [https://fortune.com/2025/03/28/millennials-richest-generation-on-record-great-wealth-transfer-from-baby-boomers/], Fortune, Published March 28, 2025.

With the wealth transfer that's underway, serving NextGen clients and bringing in newer advisor talent may be key to achieving sustainable growth. But the way younger clients and advisors think about investing isn't necessarily in line with how the industry has traditionally operated. To meet the expectations of NextGen investors – and to make their firms appealing for the next generation of advisors – RIAs may need to move beyond a "business as usual" approach to talent management, according to Alan Moore, Co-Founder of the XY Planning Network. In this episode of the Synergize podcast, Moore joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how RIAs may want to think about investing in next generation talent. Listen as they explore: ● Ways to potentially attract, retain, and leverage an investment in newer talent ● How "fee-for-service" models can help build a bridge to the next generation ● What advisors should know about succession planning given today's realities Subscribe now, and connect with us on social media: ● YouTube [https://www.youtube.com/@TradePMR] ● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] ● Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Alan Moore, MS, CFP® Alan is a co-founder of the XYPN, a support network for advisors looking to serve next-generation clients. He is also the CEO of AdvicePay, a payment processor for financial advisors. Alan is a former Investment News "40 Under 40″ honoree [https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore] and was recognized by Wealth Management as one of "The Ten to Watch in 2015.″ [https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore] He has been quoted in publications including The Wall Street Journal, Forbes, and The New York Times. Alan Moore and XYPN are not affiliates of TradePMR. More About Alan: LinkedIn: https://www.linkedin.com/in/ralanmoore/ Website: https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc.

While competition, technology, and the marketplace have changed over the years, some core elements of business growth ─ like telling your story ─ never seem to go out of style. But even successful advisors still "wing it" when articulating their value rather than mastering the ability to tell their story effectively, according to Leo Pusateri, President and Owner of Pusateri Consulting. In this episode of the Synergize podcast, Pusateri joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how RIAs can define, refine, and execute their value as they strive to achieve sustainable business growth. Listen as they explore:   Seven time-tested questions that can help advisors discover, articulate, and capitalize on their unique value How a deliberate approach to articulating value may yield better results than "winging" it Why advisors may want to call a timeout to learn what clients really think about the value they're providing Subscribe now, and connect with us on social media: YouTube LinkedIn Facebook Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Leo Pusateri: Leo is President and Owner of Pusateri Consulting, a firm that helps financial professionals discover, articulate, and capitalize on their unique value. He is the author of several books including You Are the Value and Mirror Mirror on the Wall Am I the Most Valued of Them All? Leo Pusateri and Pusateri Consulting are not affiliates of TradePMR. More About Leo: LinkedIn: https://www.linkedin.com/in/leopusateri/ Website: https://pusatericonsulting.com/our-team/leo-pusateri/ If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc.

Technology has allowed everyday people to invest on their own, but a strictly DIY approach may only get them so far. A Cerulli study highlighting the desire for human advice found that more than half of self-directed investors value the ability to speak with a person about their account, yet only 39% of these investors have tapped into this opportunity.1 A critical step in addressing this gap is identifying what approach makes sense for an individual at a particular point in their life, according to Steve Quirk, Chief Brokerage Officer at Robinhood Markets, Inc., a tech-forward platform for self-directed investors and TradePMR's new parent company. In this episode of the Synergizepodcast, Quirk joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore the emerging trend of self-directed investors seeking advice and how RIAs may want to tap into this new market. Listen as they explore: ·What the traditional industry may be getting wrong about self-directed investors and how they want to be served Parallels they see between the evolution of the RIA business and Robinhood's focus on providing greater access to investing ·What Robinhood and TradePMR coming together may offer the RIAs TradePMR serves Subscribe now, and connect with us on social media: YouTube LinkedIn Facebook Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Steve Quirk Steve Quirk is Chief Brokerage Officer at Robinhood Markets.  Prior to joining Robinhood, Steve oversaw the strategy and deployment of initiatives for Trading at TD Ameritrade. He also served as a member of the company's Senior Operating Committee, which shaped the strategic focus of the organization. Steve focused on teaching the next generation of investors and championed the creation of the TD Ameritrade U program to bridge the gap between academia and reality.  Prior to his role at TD Ameritrade, Steve was responsible for the development of new trading tools and technology enhancements for the thinkorswim, Inc. trading platform.  Steve holds a BBA in Risk/Insurance and Marketing from the University of Wisconsin. He also holds FINRA Series 4, 7, and 24 licenses and is an active Board Member of Cara Collective. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc. More About Steve: LinkedIn: https://www.linkedin.com/in/steve-quirk-56148a22/ Website: https://investors.robinhood.com/management/steve-quirk If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 1 Self-Directed Investors Value Human Advice But Are Slow to Act, Cerulli Associates, Published Oct. 30, 2024.

RIAs often struggle to manage the dual role of financial advisor and business owner. And that can lead to missteps that tend to slow growth. Regardless of a firm's size, common business practices ─ when not well executed ─ can be counterproductive and derail performance for years, according to Eliza De Pardo, Founder and Director of Consulting at De Pardo Consulting. In this episode of the Synergize podcast, De Pardo joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore some of the hidden barriers and habits that may be stalling growth. Listen as they explore: * Common business pitfalls RIA firms may face * Practical strategies that may help break down barriers to growth * The vital role partner alignment could play in a firm's ability to grow Subscribe now, and connect with us on social media: * YouTube [https://www.youtube.com/@TradePMR] * LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] * Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Eliza De Pardo Eliza is the Founder and Director of Consulting at De Pardo Consulting, a firm that focuses on helping financial advisory firms and the financial institutions that serve them drive positive business change. Before launching De Pardo Consulting, Eliza co-founded FA Insight where she served as a Principal and Director of Consulting. She was also a co-author of the FA Insight Annual Study of Advisory Firms. Prior to that, Eliza was a Senior Consultant at the Moss Adams Business Consulting Group and a Senior Consultant in advice strategy in the National Australia Bank Group's wealth management division. Eliza De Pardo and De Pardo Consulting are not affiliates of TradePMR. More About Eliza: LinkedIn: https://www.linkedin.com/in/eliza-de-pardo-5468a811 Website: https://www.depardoconsulting.com/about-us/eliza-de-pardo If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 1 The Looming Advisor Shortage in U.S. Wealth Management [https://www.mckinsey.com/industries/financial-services/our-insights/the-looming-advisor-shortage-in-us-wealth-management], McKinsey & Company, Published, Feb. 10, 2025. 2 What is decision making? [https://www.mckinsey.com/featured-insights/mckinsey-explainers/what-is-decision-making] McKinsey & Company, Published March 2023.

No longer recent college grads, Millennials are now entering their peak earning years, and research from Cerulli Associates shows that they are set to inherit $46 trillion over the next 25 years.1Building a service model for this next generation can help advisors prepare for the coming generational wealth transfer and serve clients who are still accumulating wealth, according to Priya Malani, Founder & CEO of Stash Wealth.In this episode of the Synergize podcast, Malani joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to share her experience building a business focused on NextGen investors and advisors.Listen as they explore:- What makes HENRYs (High Earners Not Rich Yet) different from traditionalwealth management clients- Why smart technology can support client conversations but probably shouldn't replace them- How RIAs may want to shift their approach to better connect with the nextgeneration of investorsSubscribe now, and connect with us on social media:- YouTube- LinkedIn- FacebookGet the transcript for this episode, with sources, at https://synergizepodcast.com/.About Priya Malani:Priya is the Founder & CEO of Stash Wealth, a registered investment advisor that specializes in working with NextGen clients.She began her career at Merrill Lynch and has been a personal finance contributor for The Wall Street Journal, CNBC, NerdWallet, BuzzFeed and other media outlets.Priya Malani and Stash Wealth are not affiliates of TradePMR.More About Priya:LinkedIn: https://www.linkedin.com/in/priyamalani/Website: https://www.stashwealth.com/aboutPodcast:https://podcasts.apple.com/us/podcast/the-f-word/id1793136198https://creators.spotify.com/pod/show/priya171/episodes/Ep-5--The-Key-to-Saving- Money-Its-Not-Budgeting-e2umbuohttps://www.youtube.com/watch?v=-dndMLlq_T4If you want to join the conversation or connect with us, please visit us atsynergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.1 Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048, Cerullli Associates, Published Dec. 5, 2024.

Financial advisor value has traditionally centered on portfolio management. While that's important, it's no secret that many of those functions can now be replaced with technology.Creating "life well-being "rather than just "financial well-being" can help advisors provide a personalized experience that adds value beyond the portfolio, according to Dr. Meir Statman, Professor of Finance at Santa Clara University.In this episode of the Synergize podcast, Statman joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore what this may mean for advisors looking to set their businesses apart in today's competitive landscape and be positioned to capture the anticipated generational wealth transfer1.Listen as they explore:• Practical ways that may help advisors add value beyond the portfolio• Potential benefits that can come with crossing the boundary from money to life• Skills advisors may want to adopt to curate client well-being in addition to managing wealthSubscribe now, and connect with us on social media:• YouTube• LinkedIn• FacebookGet the transcript for this episode, with sources, at https://synergizepodcast.com/.About Dr. Meir StatmanMeir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance, and he is the author of several books on the topic including "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance."Meir's research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and others.He is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance. Meir also serves as an Associate Editor of the Journal of Behavioral Finance and the Journal of Investment Management.Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem.Dr. Meir Statman and Santa Clara University are not affiliates of TradePMR.More About Dr. Meir Statman:LinkedIn: https://www.linkedin.com/in/meir-statman-17967b/Website: https://www.scu.edu/business/finance/faculty/statman/Book: A Wealth of Well-Being: A Holistic Approach to Behavioral Finance If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025.TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 1Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048, Cerulli Associates, Published Dec. 5, 2024.#RIA #WealthMangement #FinancialAdvisor #Strategy #Personalization #tellingyourstory

Attracting new clients is often a top priority for growing RIAs, but the competitive and aging wealth management landscape also means its critical for firms to attract and retain talent.1  Human capital can play a key role in building enterprise value, according to Carolyn Armitage, Founder and CEO of RIA CircleTM and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting). In this episode, Armitage joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how an RIA could assemble and retain a team that helps capitalize on the growth opportunities that lie ahead.   Listen as they explore: • Hiring strategies that may help RIAs position themselves for growth • Practical steps for building and leading high-performing teams • Ways to potentially avoid hiring the wrong people and help retain key players   Subscribe now, and connect with us on social media: • YouTube • LinkedIn • Facebook   Get the transcript for this episode, with sources, at https://synergizepodcast.com/.   About Carolyn Armitage: Carolyn is the Founder & CEO of RIA CircleTM and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting) – two companies designed to help industry leaders shorten their learning curves and achieve better results. She is a former independent financial advisor, producing branch manager, and wealth management firm leader. Before her most recent role heading up Thrivent's independent RIA, Carolyn provided investment banking and consulting services including strategic planning, compensation design and equity sharing structuring, valuation, expert witness, and succession solutions through the firm ECHELON Partners.   Carolyn Armitage, RIA CircleTM, and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting) are not affiliates of TradePMR.   More About Carolyn: LinkedIn: https://www.linkedin.com/in/carolynarmitage/ Website: http://www.wealthmanagementconsulting.com/background RIA Circle: https://www.riacircle.com/   If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025.TradePMR, Inc. For a transcript of this episode with sources, visit