In this episode, host Bill Coppel, Chief Client Growth Officer at TradePMR, welcomes Ryan Neal, Senior Editor at TradePMR, as co-host.
Together, they preview what’s in store for season 2 including:
- More thought leaders and subject-matter experts with different points of view on what it takes to drive growth
- Topics like hiring and succession planning trends, and how to leverage technology from a marketing standpoint
- A look at some of the common misconceptions about RIA growth
About Bill Coppel
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.
More About Bill:
LinkedIn Website
About Ryan Neal
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.
More about Ryan:
LinkedIn