Welcome to Synergize

Helping RIAs Thrive Today and Into the Future

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.

About Synergize Podcast

Bill Coppel

Ryan Neal

Listen to the Latest

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.

Beth Pinsker on ‘My Mother’s Money’ and The Advisor’s Frontline Role When Financial Decisions Turn Emotional

MarketWatch financial planning columnist Beth Pinsker, CFP, has plenty of experience guiding her...

Go to Episode

What AI Can’t Replace: HCR Wealth’s Greg Heller Shares His Formula for Client Confidence

Scaling from a two-person shop in 1988 to the nearly $2B AUM firm they are today, Founder & CEO of...

Go to Episode

Narrowing Your Scope: Eric Franklin on Leveraging His Tech Career To Build a Client Niche

As an advisor, your past can be just as powerful as your future.

Go to Episode

All Episodes

This content is provided for general informational 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. Channels are not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a Member of FINRA and SIPC. Trade-PMR, 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. First 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.

¹ 2024 T3/Inside Information Advisor Software Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

By accessing this website, you agree to the TradePMR’s Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.

Apple Podcasts
Spotify Podcasts
YouTube

Apple Podcasts
Spotify Podcasts
YouTube