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About
Subscribe
Episodes
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TradePMR

Welcome to Synergize

The podcast where we uncover insights and strategies designed to help your business thrive and grow.

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M&A

Season 1
Season 2

Leveraging Technology
Personalization
M&A
Strategy
Telling Your Story

Joe Duran: Going Beyond the Spreadsheet to Grow Enterprise Value

In the evolving advice business one thing hasn’t changed, and that’s the importance of building ente...

John Furey: Working On Your Business While Working In Your Business

While the RIA industry has enjoyed substantial growth in recent years, are RIA businesses truly grow...

© 2024 Trade-PMR, Inc.

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.

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