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Welcome to Synergize

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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-host 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 Music, Spotify, and YouTube.

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Bill Coppel
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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.