Rich Cancro on Using RIA Technology for Growth
Growing your firm can often feel like you’re working against technology rather than alongside it....
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.
Growing your firm can often feel like you’re working against technology rather than alongside it....
Technology and training are among the most dynamic aspects of today's financial services industry....
With AI becoming more integrated and widely available to investors, some advisors may wonder if...