INTRO:
Welcome to Synergize unscripted conversations, where we explore the evolving role of the financial advisor in an emerging AI-driven world. Join us as we bring together thought leaders across a range of disciplines and industry experts, sharing insights designed to help RIAs thrive in the industry of tomorrow.
BILL COPPEL:
Hi, this is Bill Coppel, Chief Client Growth Officer, at TradePMR. And I want to welcome you to Synergize: Unscripted Conversations to Help Guide Advisor Growth. I'm here with my colleague Ryan Neal, Senior Editor at TradePMR, to kick off season two of the podcast. I’m excited to have Ryan join me as co-host as he did a wonderful job for us recently standing in for me out in Las Vegas.
Most importantly, Ryan brings to the table a solid background in journalism, which I believe will addtremendous value to these conversations. So, Ryan, tell us a little bit about yourself.
RYAN NEAL:
Hi, Bill. thanks for having me. I'm excited to now be a full co-host of the podcast. As Bill said, I'm a formerjournalist. I started reporting in 2009 for a local paper out in California. I've written everything from, local politics stories to sports, technology and some arts and entertainment stuff.
I came to the wealth management space about nine years ago. My first job was with wealthmanagement.com, which back then was Registered Rep, which I know will be familiar to a lot of ourlisteners. From there I went to Investment News, then to Financial Planning, then back to Investment News before freelancing for a little while for Think Advisor and InsuranceNewsNet.
I joined TradePMR in December to really boost the company’s content and launch new content initiatives for the firm, including, working on this podcast with you, Bill. So, excited about it.
BILL COPPEL:
We're really proud to have you with us. Ryan.
RYAN NEAL:
So, Bill, in season one, our listeners heard from folks who we consider to be some of the best thoughtleaders in the RIA space, as well as some folks from other disciplines that shared great information for RIAs with a specific focus on growth, organic growth, building enterprise value. So, what can you tell us about what we have in store for season two?
BILL COPPEL:
Well Ryan, we are going to continue to lean into that theme and bring more subject- matter experts andthought leaders with different points of view on what it takes to drive growth. We’ll explore topics like hiringand succession planning trends, and we’ll look at where technology begins to intersect with marketing. We’ll also take a look at some common misconceptions about RIA growth.
RYAN NEAL:
Well, I know there's a lot of those out there, especially around some of the new technologies like AI. So, I'm looking forward to diving into that with you, Bill.
RYAN NEAL:
So, our commitment in Synergize is to make each episode worth your while to listen. Watch out for our nextepisode where we'll bring you more insights and actionable ideas to help you grow your business.
BILL COPPEL:
And remember, the challenge is yours to capitalize on what the future offers.
OUTRO:
If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com. 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. This channel is 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. Copyright 2024 TradePMR, Inc.
Bill Coppel is Chief Client Growth Officer at TradePMR. He is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth. Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry. Most recently, he founded a consultancy focused on providing strategies and solutions to support the sustainable growth of wealth management firms.
Ryan Neal is a Senior Editor at TradePMR. As a journalist, Ryan spent nearly a decade reporting on and writing about the wealth management industry at publications including WealthManagement, Financial Planning and InvestmentNews. In 2023, his “On Technology” column won an Eddie award for best B2B column covering banking, business, or finance. Ryan joined TradePMR in 2024 to work on content initiatives, including the Synergize podcast. He lives in New York City with his fiancé, cat, and dog.
