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.
Synergy25 Live Ep. 1: Vlad Tenev on Democratizing Wealth Management
Synergize: Unscripted Conversations to Help Guide Advisor Growth
31 minutes
5 months ago
Synergy25 Live Ep. 1: Vlad Tenev on Democratizing Wealth Management
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
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.
