Kelly Waltrich: Getting More from Your Sales and Marketing Investment
With the shift away from selling product toward an emphasis on providing advice and planning,...
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.
With the shift away from selling product toward an emphasis on providing advice and planning,...
With the day-to-day challenges of running a business, establishing and executing on a strategy to...
With six generations in the workforce today, advisors who understand and address the needs of each...