Growing your firm can often feel like you’re working against technology rather than alongside it. But reframing tech as a strategic enabler rather than just another expense can help unlock greater efficiency, deepen internal capabilities, and drive long-term, sustainable growth. In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Rich Cancro, Founder and CEO of AdvisorEngine, to unpack why he believes technology isn’t here to replace human expertise, it’s here to amplify it.

Listen as they explore:

● How to choose technology that aligns with your firm’s vision

● Why the most impactful growth may start from within

● The power of proactively selecting and practically applying the right tools

AdvisorEngine and TradePMR are unaffiliated companies.

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 non-affiliated 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.

Synergy25 Live Ep. 7: Rich Cancro on using RIA Technology for Growth

Technology and training are among the most dynamic aspects of today's financial services industry. RIAs must adapt to not only stay competitive, but also to cultivate a new generation of leadership that can thrive in this shifting landscape. 

In this episode, Bill Coppel, Director of Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Tony Mazzali, CEO of CG Financial Services, for a candid conversation about the future of the RIA in the financial services space. 

Listen as they explore: 

- The evolving role of the advisor in a tech-forward, client-centric industry 

- What core principles and client needs have remained unchanged over time 

- How Tony is developing next-gen leaders within his firm 

CG Financial and TradePMR are unaffiliated companies. 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 non-affiliated 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.

Synergy25 Live Ep. 6: Tony Mazzali Prepares His RIA for the Next Generation

With AI becoming more integrated and widely available to investors, some advisors may wonder if their role is changing, or even threatened. With 40 years in the financial services industry, Robb Baldwin, Founder and CEO of TradePMR, shares his unique perspective on how the role of the advisor – and the expectations clients have for them – have evolved.

In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Robb to discuss the changing landscape of financial advice. Listen as they explore:

● What advisors need to be thinking about to prepare for the Great Wealth Transfer1.

● The impact AI is having on how financial advisors deliver value to clients.

● Why marketing and technology are more important to independent RIAs than ever before.

1The Cerulli Report: U.S. High Net Worth and Ultra-High Net Worth Markets 2024. Cerulli Associates, 2024.

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 non-affiliated 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.

Synergy25 Live Ep. 5: Robb Baldwin Explores the Future of Financial Advice

Even with more access to alternative investments than ever before, only about half of financial advisors are currently incorporating them into client portfolios1.

In this episode, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Scott McSweeney, Vice President of Platform Partnerships at iCapital, to discuss the shifting alternative investment landscape and the new opportunities it’s creating for RIAs.

Listen as they explore:

● What is changing in the world of alternative investments

● iCapital’s new integration with TradePMR’s Fusion

● What tools and resources are available to educate advisors

1The Cerulli Report: U.S. Exchange-Traded Fund Markets 2024. Cerulli Associates, 2024.

Alternative investments are complex, costly, and risky, with potential for total principal loss. They have less regulatory oversight, fewer legal protections, may lack a secondary market, and are illiquid. 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 non-affiliated 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.

Synergy25 Live Ep. 4: Scott McSweeney Explores the Future of Alternative Investments

Success as a financial advisor looks different for every firm. There are many paths, with very different structures, and no one model is wrong. Defining success starts with knowing where your time goes, what kind of practice you want to build, and how technology can help streamline and support that journey.

In this episode of the Synergy25 Live podcast, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sat down with Michael Kitces, Chief Financial Planning Nerd of kitces.com, to unpack the real-world challenges advisors face when building a successful, efficient practice.

Listen as they explore:

·  Where advisors are currently spending their time

·  How success varies across different types of firms

·  The role of technology in creating efficiency and why it matters

Michael Kitces and TradePMR are unaffiliated companies. 

How Financial Planners Actually Do Financial Planning, The Kitces Report, Vol. 2, 2024

What Actually Contributes to Financial Wellbeing, The Kitces Report, Vol. 2, 2023

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 non-affiliated 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.

Synergy25 Live Ep. 3: Michael Kitces Rethinks Time, Technology, and Advisor Success

TradePMR believes that independent advisors can best grow when they focus on building relationships instead of selling products. Yet for many firms, building relationships with the next generation has remained elusive. There are countless tools designed to help reach and retain young investors, but technology alone isn’t a silver bullet. The question is how advisors can deploy tech to build personal relationships.

In this special episode of the Synergize podcast, David Hohimer joins TradePMR’s Bill Coppel and Ryan Neal to discuss how his firm has answered that question. Hohimer explains how he refined his firm’s offerings to be ready for the opportunities presented by the great wealth transfer.

Listen as they explore:

 * Meeting the next generation of clients where they are
 * Expanding your skill set to better serve next-gen clients
 * Investing in a team built to achieve sustainable growth

Subscribe now, and connect with us on social media:

●  YouTube [https://www.youtube.com/@TradePMR]

●  LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/]

 * Facebook [https://www.facebook.com/TradePMR/videos]

Get the transcript for this episode, with sources, at https://synergizepodcast.com/.

David Hohimer, Hohimer Wealth Management, and TradePMR are unaffiliated companies.

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 non-affiliated 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. First 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.

Synergy25 Live Ep. 2: David Hohimer Answers the Next Generation Question

Historically, trading was a game of survival of the fittest, where the largest and loudest dominated. Access to investing tools and advice came at a cost, often leaving millions on the sidelines.

So Robinhood’s mission was born: “Democratize finance for all.”

In this first episode of the Synergy25 Live Series, Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sit down with Vlad Tenev, Chairman and CEO of Robinhood Markets, to discuss the past, present, and future of wealth management.

Listen as they explore:

 * Robinhood’s three-arc strategy for reshaping the wealth management landscape
 * TradePMR’s role in driving this transformation
 * What democratized finance means for clients and advisors – now and in the future

Synergy25 Live Ep. 1: Vlad Tenev on Democratizing Wealth Management

Business growth tends to be a frequently cited priority for RIAs, but firm leaders sometimes struggle with building a team that can help position their firm for growth.

They’re focused on non-revenue generating tasks instead of surrounding themselves with talent that can help them build an intentional growth strategy, according to Shannon Spotswood, CEO of RFG Advisory.

In this episode of the Synergize podcast, Spotswood joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore this common pain point for RIAs and potential ways to drive organic growth.

Listen as they explore:

● Some of the hard decisions RIAs may need to make about how they spend their time

● Key questions RIAs should consider answering honestly if they want to grow

● Practical steps to think about when onboarding new talent

Subscribe now, and connect with us on social media:

● YouTube [https://www.youtube.com/@TradePMR]

● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/]

● Facebook [https://www.facebook.com/TradePMR/videos]

Get the transcript for this episode, with sources, at https://synergizepodcast.com/.

About Shannon Spotswood

Shannon is CEO of RFG Advisory, a platform that provides a range of support services designed to help independent advisors grow their businesses.

Before joining RFG Advisory, Shannon spent 20 years in institutional finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co.

She was named a 2020 Women to Watch Honoree by InvestmentNews.

Shannon Spotswood and RFG Advisory are not affiliates of TradePMR.

More About Shannon:

LinkedIn:https://www.linkedin.com/in/shannonspotswood/

Website: https://rfgadvisory.com/meet-our-team/

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 non-affiliated 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. First 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.

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

Ep. 27 - Shannon Spotswood: Is Your Firm Thriving or Just Surviving?

Millennials are set to become the richest generation on record thanks to the $84 trillion wealth transfer from their Baby Boomer parents and grandparents.1 But for financial advisors, winning the trust of this generation may be easier said than done.

One of the best ways to prepare to serve the next generation of investors is to have advisor talent that understands them, according to Kate Healy, CEO & Founder of AdvoKate IQ.

In this episode of the Synergize podcast, Healy joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore the opportunity that exists for RIAs to build enterprise value through a strategic focus on NextGen clients and advisors.

Listen as they explore:

● How NextGen client preferences play into the service offerings firms may want to consider and who they may need to hire

● Ways to align business strategy with the evolving needs of the next generation

● Potential blind spots that may hinder a firm’s ability to attract the next generation of investors

Subscribe now, and connect with us on social media:

● YouTube [https://www.youtube.com/@TradePMR]

● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/]

● Facebook [https://www.facebook.com/TradePMR/videos]

Get the transcript for this episode, with sources, at https://synergizepodcast.com/.

About Kate Healy

Kate is CEO and Founder of AdvoKate IQ, LLC, a consultancy that partners with financial services firms to help unlock sustainable growth by aligning business strategy with the evolving needs of the next generation.

Previously, she was Managing Director for the CFP® Board’s Center for Financial Planning and a Managing Director at TD Ameritrade Institutional.

Kate Healy and AdvoKateIQ, LLC are not affiliates of TradePMR.

More About Kate:

LinkedIn: https://www.linkedin.com/in/kateehealy/

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 non-affiliated 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. First 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.

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

1 https://fortune.com/2025/03/28/millennials-richest-generation-on-record-great-wealth-transfer-from-baby-boomers/Millennials are set to become the richest generation on record thanks to the $84 trillion Great Wealth Transfer from their baby boomer parents and grandparents [https://fortune.com/2025/03/28/millennials-richest-generation-on-record-great-wealth-transfer-from-baby-boomers/], Fortune, Published March 28, 2025.

Ep. 26: Kate Healy: What the Next Generation Needs from Advisors Today

With the wealth transfer that's underway, serving NextGen clients and bringing in newer advisor talent may be key to achieving sustainable growth. But the way younger clients and advisors think about investing isn’t necessarily in line with how the industry has traditionally operated.

To meet the expectations of NextGen investors – and to make their firms appealing for the next generation of advisors – RIAs may need to move beyond a “business as usual” approach to talent management, according to Alan Moore, Co-Founder of the XY Planning Network.

In this episode of the Synergize podcast, Moore joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how RIAs may want to think about investing in next generation talent.

Listen as they explore:

● Ways to potentially attract, retain, and leverage an investment in newer talent

● How “fee-for-service” models can help build a bridge to the next generation

● What advisors should know about succession planning given today’s realities

Subscribe now, and connect with us on social media:

● YouTube [https://www.youtube.com/@TradePMR]

● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/]

● Facebook [https://www.facebook.com/TradePMR/videos]

Get the transcript for this episode, with sources, at https://synergizepodcast.com/.

About Alan Moore, MS, CFP®

Alan is a co-founder of the XYPN, a support network for advisors looking to serve next-generation clients. He is also the CEO of AdvicePay, a payment processor for financial advisors.

Alan is a former Investment News “40 Under 40″ honoree [https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore] and was recognized by Wealth Management as one of “The Ten to Watch in 2015.″ [https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore] He has been quoted in publications including The Wall Street Journal, Forbes, and The New York Times.

Alan Moore and XYPN are not affiliates of TradePMR.

More About Alan:

LinkedIn: https://www.linkedin.com/in/ralanmoore/

Website: https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore

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 non-affiliated 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. First 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.

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

EP25: Alan Moore: Building a Talent Pipeline to Help Win NextGen Clients

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.

Diane Willingham

Shows