Synergize: Unscripted Conversations to Help Guide Advisor Growth
TradePMR
38 episodes
1 week ago
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.
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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.
Ep. 26: Kate Healy: What the Next Generation Needs from Advisors Today
Synergize: Unscripted Conversations to Help Guide Advisor Growth
36 minutes
6 months ago
Ep. 26: Kate Healy: What the Next Generation Needs from Advisors Today
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
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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.
Synergize: Unscripted Conversations to Help Guide Advisor Growth
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.
