Leo Pusateri: Delivering “Real” Value to Help Power Business Growth
While competition, technology, and the marketplace have changed over the years, some core elements...
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.
While competition, technology, and the marketplace have changed over the years, some core elements...
Technology has allowed everyday people to invest on their own, but a strictly DIY approach may only...
RIAs often struggle to manage the dual role of financial advisor and business owner. And that can...