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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with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 3: Michael Kitces Rethinks Time, Technology, and Advisor Success
Synergize: Unscripted Conversations to Help Guide Advisor Growth
25 minutes
4 months ago
Synergy25 Live Ep. 3: Michael Kitces Rethinks Time, Technology, and Advisor Success
Success as a financial advisor looks different for every firm. There are many paths, with very different structures, and no one model is wrong. Defining success starts with knowing where your time goes, what kind of practice you want to build, and how technology can help streamline and support that journey.
In this episode of the Synergy25 Live podcast, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sat down with Michael Kitces, Chief Financial Planning Nerd of kitces.com, to unpack the real-world challenges advisors face when building a successful, efficient practice.
Listen as they explore:
· Where advisors are currently spending their time
· How success varies across different types of firms
· The role of technology in creating efficiency and why it matters
Michael Kitces and TradePMR are unaffiliated companies.
How Financial Planners Actually Do Financial Planning, The Kitces Report, Vol. 2, 2024
What Actually Contributes to Financial Wellbeing, The Kitces Report, Vol. 2, 2023
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.
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.
