For financial advisors navigating a constantly changing industry, growth can depend on more than jus...
Welcome to Synergize
The podcast where we uncover insights and strategies designed to help your business thrive and grow.

As 2025 shapes up to be a pivotal year for financial regulation, advisors are asking: what will the ...
Advisors often plan early for the future of their own businesses, but what about their business-owni...
With AI becoming more integrated and widely available to investors, some advisors may wonder if thei...
Success as a financial advisor looks different for every firm. There are many paths, with very diffe...
TradePMR believes that independent advisors can best grow when they focus on building relationships ...
Historically, trading was a game of survival of the fittest, where the largest and loudest dominated...
With the wealth transfer that's underway, serving NextGen clients and bringing in newer advisor tale...
While competition, technology, and the marketplace have changed over the years, some core elements o...
Technology has allowed everyday people to invest on their own, but a strictly DIY approach may only ...