Listen to Ep. 10 of the Synergize Podcast
What it Takes to Compete as an RIA Today.
Synergize host Bill Coppel , Chief Client Growth Officer at TradePMR, and co-host Ryan Neal , Senior Editor at TradePMR, welcome Management Consultant Mark Tibergien to discuss how to create enterprise value as advisors transition from running a practice to running and growing a business.
Check out this episode wherever you get your podcasts, and subscribe to Synergize for insights and strategies that help your business thrive in an ever-changing landscape.
8 Insights to Help Supercharge Your Firm's Growth
Join us for Synergize Season 1 wrap up.
Season 1 of Synergize covered important advisor-focused topics, including techniques for supercharging organic growth, how artificial intelligence will change advice, and why building enterprise value is such an urgent matter to address. Join us for a look back at some of the best-of-the-best from season 1 of our podcast.
Meet Jon Patullo, TradePMR’s New Chief Product Officer
“We want to create a personalized, intuitive, and automated experience for advisors working with TradePMR.”
Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as Chief Product Officer. We asked him about his vision for technology and platform enhancements at TradePMR.
Recommended by LinkedIn
TradePMR Coming to a City Near You!
How to connect with us in person over the coming months.
If your firm is interested in meeting with the TradePMR team at or near any of these conferences, please email sales@tradepmr.com.
Mark Your Calendars for SYNERGY25
Registration is opening soon. Get ready to make waves.
Whether you couldn’t get enough at SYNERGY24 in Las Vegas or you’re feeling the FOMO, the good news is that SYNERGY will be back in 2025. We hope you’ll join us May 27- 30 at the JW Marriot in TradePMR’s hometown: sunny Tampa Bay, Florida.
Ready to start a conversation? Email hello@tradepmr.com
We can dive into your business and help you determine if TradePMR could be the right fit to meet your needs and support your future. Get your hands on the TradePMR RFP Kit and discover if we have the solutions you've been seeking.
Let's connect.