TradePMR

Presidents' Day Closure In observance of Presidents' Day and in line with the Stock Exchange holiday, TradePMR offices will be closed on Monday, February 19th. #PresidentsDay

What a week! Thank you, Advyzon for a week full of learning and sharing. The TradePMR team enjoyed meeting each of you at the Welcome Reception and on the conference floor. Bill Coppel shared his fantastic insights on the next generation’s future in a panel with Kelly Waltrich titled, “From Potential to Power: The Next Gen’s Journey to Leadership.” Still looking to connect? Let us know down below, or at hello@tradepmr.com! #AdyzonConference #WealthManagement

Thank you to BERNARDI ASSET MANAGEMENT, LLC for their sponsorship of SYNERGY25. We are thrilled to have you on board as we prepare for an incredible event in Tampa, Florida, this May. 🚀 Join us from May 27-30, 2025, at the JW Marriott in Tampa for three days of engaging sessions, networking opportunities, CE Credits, and more! Register Today: https://hubs.li/Q036nnlP0 #SYNERGY25 #RIA #FinTech #WealthManagement #FinancialAdvisors

Hiring the wrong person can cost your firm more than you think. In this episode of the Synergize podcast, TradePMR Chief Client Growth Officer Bill Coppel and Senior Editor Ryan Neal discuss with Carolyn Armitage, CFP®, CIMA® , Founder and CEO of RIA Circle™, LLC and Wealth Management Consulting, LLC, how to potentially avoid those costly mistakes and build a team that truly fits your firm. Carolyn highlights the importance of a thorough and thoughtful hiring process, and encourages firms to gather input from multiple perspectives. The key? Hiring slowly and intentionally to help ensure the candidate is a perfect fit at all levels. Listen and Subscribe Now: https://hubs.li/Q035cLtX0 #SynergizePodcast #RIA #WealthManagement #FinancialAdvisor

Good morning, Tampa! Today is the day! Chief Client Growth Officer Bill Coppel will be speaking on a panel, “From Potential to Power: The Next Gen’s Journey to Leadership.” today at 11:25 AM. Looking to meet the TradePMR team? Head to booth #207 to connect with Marcel T., Director of Product Integrations; Rob Bessett, CFA , VP of Business Development; and Tyler Thompson, Business Development Support. Want to connect at Advyzon Conference? Let us know at hello@tradepmr.com! #AdvyzonConference #RIA #FinTech

Welcome to Tampa, Advyzon Conference! 💥 We're excited to kick off a fantastic week at the #AdvyzonConference with tonight’s TradePMR-sponsored Welcome Reception at the Audubon Pavilion. Director of Product Integrations Marcel T. enjoyed a pre-conference lunch with John Mackowiak, Chief Revenue Officer at Advyzon; Hailin Li, Ph.D., CFA, CEO of Advyzon, Inc.; and Kartik Srinivasan, President of Advyzon today! This week, be sure to visit the TradePMR team at booth #207! You can meet Marcel along with Rob Bessett, CFA, VP of Business Development; Bill Coppel, Chief Client Growth Officer; and Tyler Thompson, Business Development Support. 📆Save the date: Bill Coppel will be speaking on Thursday, February 13th, from 11:25 AM - 11:55 AM EST on the panel titled “From Potential to Power: The Next Gen’s Journey to Leadership.” It’s sure to be a thought-provoking discussion you won’t want to miss. Will you be there? Let us know if you’d like to connect at hello@tradepmr.com! #RIA #WealthManagement #FinancialAdvisor #FinTech

Sometimes, the most enriching conversations happen in the most unexpected places. Picture this: a Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman all share perspectives over cigars. It isn’t the set up to a bad joke, it’s an actual experience that Anthony M. Stich, Executive Director of MarketCounsel Consulting , shares in the latest edition of RIA Reflections. Cigars and the Lost Art of Disagreement: https://hubs.li/Q036p5rT0 #RIAReflections

What does it take to retain your top talent while also scaling your firm? TradePMR Chief Client Growth Officer Bill Coppel and Senior Editor Ryan Neal have a powerful conversation with Carolyn Armitage, CFP®, CIMA®, Founder and CEO of RIA Circle™, LLC and Wealth Management Consulting, LLC, about the complexities of managing humans while also fostering growth and stability. From clear job descriptions and hiring processes to performance management, compensation, and culture — it’s all about aligning talent with your firm's goals for long-term success. Listen and Subscribe Now: https://hubs.li/Q035cJm_0 #SynergizePodcast #RIA #FinTech #FinancialAdvisor #WealthManagement

Welcome to the latest edition of TradePMR Talks! We are thrilled to introduce our new publication, “RIA Reflections,” a platform for stories written by RIAs, for RIAs. “RIA Reflections” is the wealth management industry’s first publication dedicated to personal stories within the RIA community. Interested in sharing your story? Reach out to Ryan Neal. Additionally, we’re excited to host Carolyn Armitage, CFP®, CIMA®, Founder & CEO of RIA Circle™, LLC and Wealth Management Consulting, LLC, on our Synergize podcast. In Episode 19, she discusses practical steps for building and leading high-performing teams. Read more:

After 15 years in journalism, TradePMR’s Senior Editor Ryan Neal was asked a question that made him pause: What do you want to do next? For someone who spent their career asking tough questions, this one hit him differently. He believes it is time for a change, not just for him, but for the entire financial media landscape. His answer? A place where real stories from the RIA industry could be shared – stories about people, relationships, and the things that truly matter in financial advice. Ready to hear his story? https://hubs.li/Q035Hh0g0 #RIAReflections