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...
The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Co-hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR bring together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple Podcasts, Spotify, and YouTube.
Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth. Whether you’re a seasoned firm leader or just starting out, look to Synergize for inspiration as you evolve your business for the future.
Millennials are set to become the richest generation on record thanks to the $84 trillion wealth...
With the wealth transfer that's underway, serving NextGen clients and bringing in newer advisor...
While competition, technology, and the marketplace have changed over the years, some core elements...