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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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Personalization (2)

Season 1
Season 2
Season 3
Season 4
Season 5
SYNERGY25 Live

Leveraging Technology
Personalization
M&A
Strategy
Talent
Telling Your Story

Steve Harvill: Putting the “Personal” in Personalization

Technology has changed the way clients engage with the world and what they expect from financial adv...

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SYNERGY26 | June 2-5, 2026

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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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