MarketWatch financial planning columnist Beth Pinsker, CFP, has plenty of experience guiding her readers, but she admits “book smarts” didn’t prepare her for an inevitable inflection point.

In her new book “My Mother's Money,” she chronicles how she assumed the responsibilities of financial caregiver and end-of-life planner for her own mother, emphasizing how overwhelmingly complicated the process was from healthcare to estate planning.

On this episode of the Synergize podcast, Beth shares her story and explains why navigating this complex transition could be a make-or-break client retention moment for financial advisors:

 * Chronicling the Emotional Journey and Sharing Her Mom’s Final Lesson: What Beth’s personal journey can teach advisors about the hidden gaps in caregiving and financial consequences clients may face if they don’t engage in end-of-life planning.
 * The Advisor’s Opportunity to Become the Frontline: Beth argues that crisis management is harder and more painful than uncomfortable conversations. She says family emergencies and health scares are moments when RIAs could proactively step up to guide clients through honest family meetings and prepare for wealth transitions.
 * Navigating the Blur Between Emotional and Financial: How advisors can step in when fear, grief, and emotion complicate critical financial and elder care decisions.
 * Risks To Retaining The Next Generation: Beth shares why an advisor mishandling financial caregiving poses a client retention threat for RIAs and shares a simple fix to form connections with the whole family.

Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. Beth Pinsker and MarketWatch are unaffiliated with TradePMR. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

Beth Pinsker on ‘My Mother’s Money’ and The Advisor’s Frontline Role When Financial Decisions Turn Emotional

Scaling from a two-person shop in 1988 to the nearly $2B AUM firm it is today, founder & CEO of HCR Wealth Advisors, Greg Heller, credits that growth to his advisors forming unbreakable client connections.

As many in the wealth management industry race for scale through AI solutions, Greg believes his firm’s focus on human relationships is a winning formula that cannot be replaced.

This episode explores:

 * Breaking the status quo: He explains how he built his RIA on the premise of “doing things differently” than the wirehouse model by offering a wider breadth of options.
 * HCR Wealth’s Clarity FORMula™: A huge part of the advisor-client relationship is education; Greg shares how this framework helps advisors get clients to think proactively about their money, circumstances, and values to build toward their ideal life.
 * AI’s Place in Wealth Management: Greg says his firm is “absolutely incorporating” AI, but describes why human interaction is still the differentiator that his clients are craving.
 * Empowering clients with clarity and confidence: When advising high-profile clientele, Greg observes the key to building a lasting relationship is by providing clarity and confidence. The “more informed clients” become the “clients that stick around.”

Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. HCR Wealth Advisors and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

What AI Can’t Replace: HCR Wealth’s Greg Heller Shares His Formula for Client Confidence

As an advisor, your past can be just as powerful as your future.

That was true for Eric Franklin. After years at Amazon, a curiosity-turned-passion for investing evolved into something bigger, leading him to co-found Prospero Wealth.

Their focus? Tech professionals, just like Eric was. On Synergize, he talks about the journey and unpacks…

 * His enthusiasm for investing from an early age into adulthood: In his, RIA Reflections piece, “To The Kid Reading Stock Tickers on the Living Room Floor” [https://riareflections.com/articles/to-the-kid-reading-stock-tickers-on-the-living-room-floor] Eric reminisces about playing stock-picking games in the newspaper and eventually starting his own investment club amongst Amazon colleagues.
 * The moment he realized he wanted to become a fiduciary: Managing the trust of a family member, he recounts the realization that the role of the advisor can be truly meaningful and impactful.
 * Building growth by carving out a client niche: Through specialization, Prospero advisors were able to leverage their lived experience around complex financial lives of tech professionals, tailoring their strategy and communications to fit the fast-paced schedules of their clients.

Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. Prospero Wealth and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

Narrowing Your Scope: Eric Franklin on Leveraging His Tech Career To Build a Client Niche

Managing major transitions in life takes careful planning, strong leadership, and a good group of teammates. On today’s podcast, James Spinelli, CEO and Co-Founder of Great Valley Advisor Group, shares his overlapping experiences of starting an RIA while growing his family—and the ambition it took to balance it all. To keep from being overwhelmed, James relied on lessons learned from years of playing baseball, teeing up his career for a grand slam of success.

Today, James wears many uniforms. Whether he’s coaching his players or the next generation of financial advisors, he discussed some of the keys to his success:

 * Keep Family in Focus in the First Inning of your Business: James remembers balancing family priorities with his initial push to go independent. He says defining long-term success, and sharing his outlook with his spouse, was an essential part of launching his business.
 * The “Jack-of-All-Trades” Mentality is a Recipe for Burnout: For advisors, time is too valuable to allow everyone to play every position. Relying on the specialities of your teammates is key to sustainable business expansion.
 * From the Baseball Diamond to the Office: James brings a mentor’s mindset everywhere he goes, encouraging the personal and professional growth of his team.

Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. Great Valley Advisor Group and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

If You Build It, They Will Come: James Spinelli on Launching His RIA & Coaching Little League

The RIA industry has already witnessed a rapid acceleration of change and in 2026, a firm’s success may hinge upon anticipating the challenges ahead.

Pete McGratty is Executive Director of RIA Development at Verdence Capital Advisors / RIA+ and he joins the podcast to discuss:

 * His Big Three Predictions for RIAs in 2026: Why Pete is forecasting an industry embrace of AI tools and private investments, and why he believes we may see the consequences of consolidation.
 * Why Personal Relationships Remain King: Technology solutions may help with efficiency and scale, but Pete cautions to not forget that this business revolves around building strong, personal relationships.
 * Protecting The Fiduciary Standard in the Independent Channel: How Verdence sees the old wirehouse tendencies emerging amongst PE-backed RIAs.

Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. Verdence Capital Advisors / RIA+ and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

The RIA Playbook for 2026 (w/ Pete McGratty)

TradePMR has kicked off registration for our SYNERGY26 [https://www.tradepmr.com/synergy26#attend] conference in Washington, D.C. (June 2-5).

Industry events like ours have always been golden opportunities for advisors to learn and grow, but you’ll want a gameplan if you want to maximize your conference ROI.

Chief Marketing Officer at Moran Wealth Management, Anthony Stich— known to some as “Mr. Purple”—has been a presence on the RIA conference circuit for years. As both a seasoned speaker and attendee, Anthony joined the podcast to discuss:

 * Selecting the right conference: Conferences are an investment, so choose the right ones that best suit your needs.
 * SYNERGY’s “Goldilocks” factor: Anthony shares why TradePMR’s conference has become one of his favorites.
 * Taking time to recharge: The benefit of treating conferences like a marathon, not a sprint.
 * Cigars and the Lost Art of Disagreement: Unpacking his RIA Reflections piece [https://riareflections.com/articles/cigars-and-the-lost-art-of-disagreement] and the value of unstructured time.

Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)

What brings you joy?

That’s not the question most people expect from a financial advisor…and that’s exactly the point. Larry Sprung, advisor and Founder of Mitlin Financial, believes focusing first on statements & balance sheets misses the “Why?” behind all the portfolio management.

On this episode of the Synergize podcast, Larry Sprung explains why that missing piece so often turns financial advice into lasting, impactful client relationships.

Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. Mitlin Financial and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

Finding Clients Their "Why?"

Golf is the sport fueled by the pursuit of perfection. Whether it’s a hole-in-one, an impressive drive, or a perfectly read green, everyone is chasing their best. For pro players like Greg Wells, golf becomes more than just a game — it’s an entire livelihood.

After competing on PGA Tour Canada, he says navigating the fairways and roughs perfectly prepared him for the world of financial advice.

On this episode of the Synergize podcast, Greg Wells, Partner and Regional Director at EP Wealth Advisors, shares his early experiences striving toward the PGA and why consistency, planning, and follow-through are cornerstones in both golf and the advisor’s journey.

Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. EP Wealth Advisors and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

Fairways, Roughs, and the Advisor’s Grind

Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement, major pivots can make managing finances feel overwhelming.

Ramin Abrams, Private Wealth Advisor at Concurrent Advisors, knows this firsthand. A music prodigy who spent decades mastering his craft, Ramin eventually felt pulled toward a new path that led him into wealth management. Now as an advisor, Ramin is helping clients navigate their own life pivots.

On this episode of the Synergize podcast, Ramin shares his story and emphasizes that while change is inevitable, a financial advisor can help make every pivot feel like progress towards your financial goals.

Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/]. Concurrent Advisors and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. 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 Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, 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. 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.

A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

Millennials and Gen Z are poised to inherit an unprecedented amount from their elders. The approaching Great Wealth Transfer offers RIAs a rare opportunity to engage with the next generation of investors.1

Yet, many advisors still feel like connecting with this age group remains a mystery.

Brady Franklin, Managing Director at Endeavor Private Wealth, says building those relationships is “tough,” but far from impossible. On Synergize, he shares how a multi-generational focus and a personable, hands-on advisory style have become a winning strategy for his firm.

*The information provided herein is for general informational purposes only and may not address every detail of the program. In the event of any inconsistency or conflict between statements made or information provided herein and the Asset Match Program ("Match") Terms and Conditions, the Terms and Conditions [https://www.tradepmr.com/asset-match-terms-and-conditions] shall govern. All eligible deposits must be made during on or after October 1, 2025 and on or before March 31, 2026 to qualify. Not all accounts, transfers, or deposits will qualify. TradePMR reserves the right to determine eligibility under the Match in its sole and absolute discretion. Please review the full Terms and Conditions for the complete rules, requirements, and obligations that apply to participation in the program.

If you want to join the conversation or connect with us, please visit us at synergizepodcast.com.

This content is provided for general information purposes only.The views expressed by nonaffiliated 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. TradePMR, 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. 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 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com [http://synergizepodcast.com/].

Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc.

1The Americas Asset and Wealth Management Edition, The Cerulli Edge, June 2025 Issue

Building A Multigenerational Firm To Reach The Next-Gen Client

Synergize: Test

Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.

Danielle McCall

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