Technology and training are among the most dynamic aspects of today's financial services industry. RIAs must adapt to not only stay competitive, but also to cultivate a new generation of leadership that can thrive in this shifting landscape.  In this episode, Bill Coppel, Director of Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Tony Mazzali, CEO of CG Financial Services, for a candid conversation about the future of the RIA in the financial services space.  Listen as they explore:  - The evolving role of the advisor in a tech-forward, client-centric industry  - What core principles and client needs have remained unchanged over time  - How Tony is developing next-gen leaders within his firm  CG Financial 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. 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.