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.