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. 2: David Hohimer Answers the Next Generation Question
Synergize: Unscripted Conversations to Help Guide Advisor Growth
17 minutes
5 months ago
Synergy25 Live Ep. 2: David Hohimer Answers the Next Generation Question
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
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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.
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.
