Tune in to Synergize, a TradePMR podcast for growth-minded RIAs

At TradePMR, we are dedicated to helping RIAs grow their businesses in an AI-driven world.

Introducing Synergize, a podcast designed to help RIAs build enterprise value as they navigate the evolving wealth management landscape. Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize offers valuable insights and actionable advice for every stage of your growth journey.

Whether you're an experienced firm leader or just starting out, Synergize is here to inspire and help you grow.

Don't miss the latest episode of Synergize, where the power of unscripted
conversations converges with insights from thought leaders and industry experts to help you drive sustainable growth.