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.