Technology and training are among the most dynamic aspects of today's financial services industry. R...
Welcome to Synergize
The podcast where we uncover insights and strategies designed to help your business thrive and grow.

With AI becoming more integrated and widely available to investors, some advisors may wonder if thei...
Even with more access to alternative investments than ever before, only about half of financial advi...
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...