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Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)
23 Plays3 months ago
TradePMR has kicked off registration for our SYNERGY26 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 and the value of unstructured time.
Recommended
Transcript
Introduction to Synergize Podcast
00:00:02
Speaker
Welcome to Synergize, unscripted conversations where we explore the evolving role of the financial advisor in an emerging AI-driven world. Join us as we bring together thought leaders across a range of disciplines and industry experts, sharing insights designed to help RIAs thrive in the industry of tomorrow.
00:00:28
Speaker
Welcome back to Synergize. I'm Bill Capell, Director of Client Growth TradePMR, a Robinhood company. And I'm Ryan Neal, Editorial Manager at Trade PMR Robinhood. And Bill, we're ah back here in 2026. And something that you and I are starting to think about, probably because registration is now open for Trade PMR's Synergize Conference.
Importance of Conference Planning
00:00:51
Speaker
But we're looking at our travel schedule. We've got the conference season coming up.
00:00:55
Speaker
Things are starting. Our calendars are booking up. How about you? Do you got anything on the on the horizon you're looking forward to? No, absolutely, Ryan. I've probably got at least four already in the book and more to follow.
00:01:07
Speaker
And I can tell you, having been in the business for as long as I have, you know conferences are a very, very important part of our industry. And a lot of folks seems to think that there's some kind of a mini vacation and people are out partying having a good time. And clearly that does take place. But I would say that If you're prepared and you think through the opportunity that's in front of you, you build a list of folks you want to meet and you make it a point to do that because I'll tell you what I've taken away from these conferences in the past is I've learned a tremendous amount from peers and colleagues in the industry.
00:01:45
Speaker
And if you go with an open mind and a willingness to contribute, it can really work out well. But I think that the most important thing is you really got to have a plan.
00:01:57
Speaker
It's interesting because I, you know as a reporter, I went to so many, especially early, early in my career. i was the only person in the newsroom that wasn't married and didn't have kids. So basically every industry event like Ryan go, which we
Anthony Shtiek's Networking Insights
00:02:10
Speaker
we know is great. I love the travel and it it was fun. I learned a lot as well. But was always kind of curious about what people got out of it. And so we're to talk a little about that today with our guest, who I'm very excited to have on the show. I've known him for for many, many years. And he did a story for RA Reflections, one of our launch stories, I believe, around, I think it was called The Art of Disagreement. And it was on how he found... ah a passion for cigars and going to so many conferences and and sort of really what it taught him about getting out of his ah bubble, getting out of the bubble of conference circuit and having conversations with people outside of that bubble and getting into disagreements even and talking to people that don't you don't see eye to eye with and being able to have that connection and in the cigar room, which is a It's a great story. If you haven't seen it, RA Reflections, check it out. And buts welcome to the program. It's Mr. Anthony Shtiek.
00:03:02
Speaker
I hope I did that right. You did. Also known to me as as Mr. Purple. Today, he is the chief marketing officer of ah Moran Wealth Management. Tony, welcome to the welcome to the program.
00:03:13
Speaker
Ryan and Bill, thank you for having me. I'm a longtime listener, first time guest. And yeah, I'm excited to talk about conferences and the lost art of disagreement. Would you want to maybe start off for our audience? ah and I know you you're one of those guys that that's around and and most people kind of know who you are, but do you want to talk a little bit about your background and and what you're up to these days? Sure. So I will give you the way back because I think it's true, Ryan, you and I, and even Bill,
00:03:43
Speaker
I've known you both for the greater part, well, a decade, more than a decade, probably now, if you look back at when I began visiting conferences within this industry. um So a history lesson on myself. I was notably known for my time at Naviplan, a plan of financial planning software.
00:04:01
Speaker
I was a COO there for, i don't know, six six years or something like that. um I oversaw global sales, marketing, professional services, and client success.
00:04:13
Speaker
We sold that company to InvestCloud and I've done a couple tours of duty since then. i tried starting up a new custodian. Rob told me, don't bother. And so I listened to him and I i stepped away from that.
00:04:26
Speaker
i did some consulting and now I'm the chief marketing officer at Moran Wealth Management. There's actually interesting story there too. I was approached to them many years ago about a job based on my time at conferences and my time on stage, quite frankly.
00:04:41
Speaker
But yeah, that's that's kind of the background on me. So I've been a i'm a a recovering of fintech guy, and I'm on the other side of the aisle at a $5 billion RIA down in Naples, Florida.
00:04:55
Speaker
Nice. Well, if there's a good story there, maybe we'll have to have you as our first repeat RIA Reflections author, if you've got another good story for us I love it. Tony, it's it's really remarkable when I look at your career and the places you've been.
00:05:08
Speaker
and the different opportunities you've had. And you are a personality. People know who you are. You are invited to speak at a number of conferences. So, you know, as you think about that journey that you've been on, how has your thinking evolved relative to attending
Choosing Valuable Conferences
00:05:29
Speaker
conferences? And what's the kind of thing that you look for to decide whether or not it's appropriate to be there?
00:05:37
Speaker
So that's a great question. it's it's a Quite frankly, it's a million dollar question because I remember when I began at Naviplan back in 2014 or 15, industry conferences on the vendor side can be quite expensive. It's a big investment to go out there, to get the booth, to get all the materials along with the booth, all the travel, the dinners expenses. And the expense systems there's always a conversation around that. There's always this discussion around considering whether or not we continue to invest in conferences.
00:06:05
Speaker
And we made our case and I could talk about that side of the case, but I won't. I'll talk about the advisor case for conferences and how you determine which ones to go to. I've been to them all, quite frankly. In fact, now that we're in 26, I'm already looking at three in the first quarter, probably a fourth in the first quarter, excuse me, that I'll be attending, a couple on stage and a couple of just as attendees.
00:06:28
Speaker
um Bill, I go into conferences a little bit differently. Obviously, you get out what you put in, for starters, right? It's really, you need to go in with the right mindset. If you're an advisor, are you looking for ways to improve your business and practice management? Are you looking to purchase technology?
00:06:46
Speaker
Are you looking to talk to other folks like yourself to improve how you not only interact with your clients, but how you operate your business? You really have to understand the needs that you have.
00:06:58
Speaker
That'll help you then determine which conferences are the most valuable for you, which ones you'll benefit most from. But I bring up the whole garbage in, garbage out, because what I've found in my time at conferences, and i've been to many, is that I allocate a few different things that I probably never admitted before. One being, give yourself time.
00:07:19
Speaker
That's called unstructured time, right? Don't book every hour of every day with a seminar or or excuse me, like a, you know, I need to go to these break breakouts. I need to be at this booth at this time, meals at this time.
00:07:32
Speaker
Give yourself unstructured time because that's when the meaningful conversations happen,
Maximizing Conference Experience
00:07:39
Speaker
right? I joke a lot about at conferences, the biggest deals get done at the lobby bar before 11 p.m.
00:07:47
Speaker
Right. You know, it's it's finding that unstructured time at these conferences to really be open to those conversations, which I know we're going to get into more later on in the show.
00:07:59
Speaker
And then the second thing, and this is crazy. This is a little bit. I've never brought this up before, but give yourself time to recharge. Right. You need a battery to operate in these events. You need to be on your game all the time. You're thinking, you're interacting, you're going to booths, you're trying to find a spot to eat. These are all things that can really drain that battery.
00:08:23
Speaker
So save some time too to get back up to your room and recharge, take a step outside and get some fresh air. Really just to kind of reset yourself, say, what didn't I do today that I wanted to get accomplished?
00:08:36
Speaker
Because those are the kind of checklist items that I like to do before conference to make sure I'm maximizing the value. Ryan knows this. Bill, you know this too. I have five kids. And it's really hard for me to get out of the home and attend a conference.
00:08:50
Speaker
So when and if I do, I am all in. i get there before the first stage, the first thing on stage, i leave at the end, right? If I'm going to get on a plane, it's not going to be a parachute in, especially when speaking. I like to be there from bell to bell, as I call it.
00:09:06
Speaker
Because if going to take the time away from my family, I'm going maximize my time at this conference. No, I couldn't agree more. In fact, when I've been on the conference circuit speaking, I've always made it a point to be sure I'm there for every presentation, certainly before me.
00:09:21
Speaker
And then I want to hear from the folks afterwards. And, you know, that ah that information has actually had me modify my comments on the fly to... pit the audience and to try to help folks walk away with a little data point. But what I want to ask you, which I thought was interesting, just dawned on me, you've kind of gone from one side of the aisle to the other, right? So you started out you know Certainly with Navajo playing, attending conferences as a fintech, and now you're attending conferences as, I'm going to call you an advisor for, I know you're you're yeah running marketing for Marin, but the idea here is you kind of move from one side to the other.
00:09:59
Speaker
Talk a little bit about how you may have adjusted your lens around deciding not only what conferences to go to, but what you want to accomplish. Well, I think i the best of both worlds because I've been to them all. So now on the other side of the aisle, as representing an advisory firm, um I still want to go for those same very same reasons, though, because what I've found at industry conferences, most notably, is it's an opportunity for you to learn from others. Bill, to your point, I've been at conferences where I've went...
00:10:33
Speaker
i'm I'm an award-winning CMO. I've won awards in this, but I'll be the first to tell you i am front row when other CMOs are on stage because I'm to steal those ideas. Like i'm I'm going to take what's good, right? It's a point, it's an opportunity to learn, right? It's an opportunity to kind of hone your craft.
00:10:50
Speaker
But what as now as an advisory firm, I look at them in the same way, but with the different lens. Am I shopping for technology? If so, I'm going to go to X, Y, and Z, right? By the way, I'm not, ah you you didn't tell me to do this before the show.
00:11:06
Speaker
I've been to your conference a handful of times. It's one of my favorite, and I'll tell you why. because it's not too big. It's not too small. There's the really, there's the right people in the room, the right vendors in the room at Synergize. And it's that really perfect size, right? I've been to the ones that are four or 5,000 people.
00:11:24
Speaker
I've been to the ones that are 100 people. Synergize right in the middle. So as an advisor, I look for those kinds opportunities now. The ones where, you know, you don't need to rush around to see everything. You don't need to like, oh, i have to get to this person. i have to talk to this consultant. have to do this, this, and this.
00:11:40
Speaker
When there's a little bit less in the room, it feels more impactful. It doesn't feel as exhausting. And so that's what I'm looking for. I'm looking for conferences now that aren't the big juggernauts. They're not the tiny niche ones.
00:11:53
Speaker
They're right in the middle where you get the best of all the worlds, right? And typically, to be fair, even though I i live in Florida, I have a home in Wisconsin. So for the longest time, I was looking for conferences in San Diego and Miami and all other warm locations. But as an advisor now, I do look for that kind of that middle zone, right? The meaningful ones where there's mindshare happening, there's good folks on stage, and then there's good vendors to look at to advance your practice.
00:12:22
Speaker
Well, Tony, you just made the day of our um our colleague, Katie, whose job is to to to sell the Synergize Conference and get sponsors. When I tell her that we're going to have a clip on the podcast she can use, she's going be absolutely delighted. But ah for our for our compliance friends listening in on this, that was not paid. We did not rehearse that. and we are not affiliated. So that was that was all met for now.
00:12:45
Speaker
Kind of like that that whole Goldilocks effect that we're able to create. Apparently we synergize. Not too big, not too small, just right.
Unstructured Conversations and Networking
00:12:51
Speaker
very Yeah. Well, I love the idea about like recharging the battery because I kind of found um a new appreciation for when I get into, you know, look, I love having the king size bed in the hotel, but I found an appreciation for having the two queens because I can have the one I sleep in and then the one I could like keep my shoes on and like lounge for five minutes yeah yeah and recharge the battery when I have the opportunity. Great.
00:13:13
Speaker
Well, Tony, what I'd love to talk to you about a little bit is the story you wrote for us, the the the cigars and the art of disagreement. Because I think you're talking about this, about the unstructured time, right? like you you go to towns and you're able to to get away for for maybe a couple hours and have these conversations that get outside of the work sphere, outside of the RAA sphere. And you know I know sometimes you you go with people in the industry there or you go with the reporters, right? But can you talk a little bit about like why you wrote that story and and why you find those interactions and that time valuable? Yeah. So... um
00:13:48
Speaker
You know, I do like that story a lot. And I'm i'm very grateful, Ryan, for you for allowing to be me to be one of the launch articles on RE Reflections, which has turned out to be an incredible publication, by the way. Again, this was not paid for. This endorsement was not paid for. yeah um So ah the reason why this the story was important to me is because, well, obviously we're in, you know, I think everyone's a bit on pins and needles, regardless of, you know, the conferences, just in general. I feel like there's this attention in the air.
00:14:17
Speaker
And i and then you kind of add in this layer when it comes to conferences of the busyness, right, of the running around. You know, when when I was on stage a lot, I was behind camera. i was on stage. i was shooting a podcast. I was meeting with clients and prospects.
00:14:32
Speaker
And it's a lot. Right. And this was a form of battery charging for me. But what it allowed me to do is to step away from that, just that busyness, right? And that a bit of cacophony, if you will, and sit down and relax. And um the the entire article is genuine because i can tell you from, I've been in con i've been in cigar bars,
00:14:54
Speaker
globally, quite frankly, but rest assured, you're going to sit down and enjoy a cigar and someone's going to want to talk with you. You talk, you, you hinted towards like me being well-known in the industry and we we can talk about Mr. Purple. We can get to that, but that's not what, that's not what I think For me, it's it's people know me because I try to listen and talk with them and converse with them.
00:15:20
Speaker
And the same holds true for cigar bars. It's not unidirectional, right? It's not, hey, I'm this guy on stage. I'm gonna tell you some things. I'm gonna walk away. No, no, no. I want to know your story.
00:15:32
Speaker
I want to learn more about you, why you approached me, right? Or what led you to watch my presentation, right? Because that conversation is so meaningful. And so when you apply that into these battery recharging, cigar lounges, coffee shops, what have you, the same holds true, right? If someone wants to take the time to say hello or interact, I want to give that back. And it did take time though.
00:15:59
Speaker
You know, when I wrote this article, i thought about how you have to reprogram your mind. Because we are taught so early on to talk at someone, right? And not really even listen, right? Truly listen. and And this actually feeds well into the advice delivery process with financial advisors, actually authentically listening. And so in these cigar lounges, it truly was enjoyable because there's people from all walks of life.
00:16:27
Speaker
There are people that come from everywhere, diverse backgrounds. And this is a chance to hear and discuss and to listen in such a ah neutral kind of quote unquote safe way, which has been so meaningful for me. So I love doing that. I love sneaking away.
00:16:45
Speaker
love sitting down and having a conversation with someone. And quite frankly, you might, you know, like I've been at these, com I've been at cigar bars by myself and some comes up to me and it makes my day.
00:16:56
Speaker
You know, that that little five minute interaction or that even if it's a half hour, like that conversation with that person, I'll never see them again. But it really made my day. And if I can do it for someone else bidirectionally, like what? How incredible is that? And we're both enjoying, obviously, a cigar or an Arnold Palmer or cocktail or whatever. And then I get back to it.
00:17:18
Speaker
And then I'm back on the grind at the conference or work travel or whatever. It'd be great to be able to take that, what you just described, you know that's the essence of building a relationship with a client.
00:17:30
Speaker
How do you diffuse something where everyone is trying to defend their own agenda, right as you put it? My words, not yours, but the idea that you know we're too busy trying to tell people what we think as opposed to really absorbing what, authentically absorbing what they have to say. You just characterize in my mind how advisors and and clients,
00:17:53
Speaker
relationships really need to evolve. There's a big segue here, Bill, about that, right? And we we talk a lot about the advisory the you know advice delivery process. And we talk about listening. and And now you have note takers and AI tools. And I'm worried people are going to listen less and less and rely on them more and more.
00:18:11
Speaker
But here's the reality. um To truly listen authentically, right, is to understand the comment behind the comment, the thought that drives the question from the client towards the advisor.
Enhancing Client Relationships through Active Listening
00:18:24
Speaker
And when you're a fiduciary, it's even more complex because to your point, Bill, you might not agree with the individual's take on the market, on where they're investing, what have you. And as a fiduciary,
00:18:37
Speaker
You have to maybe be contrarian to their position. However, there is some magic there because when you're really truly conversing, when you're listening, that gives you the opportunity to think, why are they making this statement?
00:18:50
Speaker
What makes them so motivated by this position, this holding, this goal, what have you, because then if you are in disagreement with them on that, you might be able to find the root of that comment. And that root might be solved in alignment, right? Between you, the fiduciary and the client. So listening, this practice of conversational listening and understanding can go a long way in creating
00:19:20
Speaker
a happy client, right? So I'll give you an example. And I don't want to get too much into the weeds because obviously compliance is on the call and my compliance will listen to this, but you know we're in a historic bull run and there's going time where that's going to end.
00:19:33
Speaker
I'm not making a prediction, but there's going to be time where ends. And there's people that might be gravitated towards some of these higher performing positions. And as the fiduciaries, we have to start to tell them, hey, I know you're seeing you know, these incredible returns, that's not going to last forever.
00:19:50
Speaker
And so what you need to do is understand why they have it. Is it just returns based or is there something else there? Because if you can get to the root of that by genuinely listening and asking the right questions, you might be able to solve the problem and not be a contrarian.
00:20:04
Speaker
You might be able to solve the problem and get both you and the client and the spouse in agreement, which is so important. And that's really the impetus of you know this article about cigar smoking and disagreement is really about active listening and how you can apply that to a financial advisory practice.
00:20:24
Speaker
Yeah, I love that. And I think that everyone should find, you know, even if you you don't like cigars, your your version of the cigar bar, right? Like, I think for me, when I go to the conferences and several days in a row of of of covering every session and then writing articles and then attending the the networking things, after a couple of days, I just need to like get away and kind of be on my own. And I try to find in whatever town or city I'm in, I try to find a sports bar. And especially in the summer when baseball's on, I try to find a place that'll show me ah one of my California teams. I'll just go and sit and and watch baseball or basketball or whatever. And then same thing. Then you get in conversations with folks and then... It's just, it's a great time. Or I'll bring some folks with me from the conference and just tell them no work. We're going to, we're just going to watch baseball and talk about other stuff. And it's so refreshing. And then do, you go back and you feel recharged.
00:21:15
Speaker
So kind of curious. How about Bill? um I want to know what Bill's recharge is. I'm going to guess it has something to do wow a healthier activity than the two of us. You know, it's it's a great point. I, you know, I do like to get up and and work out in the morning.
00:21:31
Speaker
with some sort of form of exercise to clear my head. But during the day, you know, as Tony said, it it if you if you're attending a conference in a way to achieve ah productivity for yourself, right, put effort into it, it can be extremely tiring. And to take time to relax a little bit in the afternoon or step away, go for a walk um or go to a bar and have an adult beverage or perhaps a cigar.
00:22:02
Speaker
These are all good things. I think that the the thing that i really gravitate to and what Tony, what you said was essentially it's a very disarming environment.
00:22:14
Speaker
You know, people begin to feel more comfortable with each other. They start to open up. And i think that's a big part of why when you open up,
00:22:26
Speaker
it you you naturally become better at understanding someone else's point of view and how they got there. You know, we live in a world that that's measured in nanoseconds and no one spends any time listening to anything, right? It's just constant noise.
00:22:42
Speaker
And you may not agree with that person's initial comment, but once you have that opportunity to break it down in a and in a disarming environment, as I mentioned, you begin to see things differently.
00:22:54
Speaker
So, Tony, I think it's it's incredibly wise and insightful wisdom that you're sharing with our audience, and it takes effort. It's not easy, is it?
00:23:07
Speaker
No, it's not. i You nailed it, though. Disarming, right? And you know to the to the point about You know, you working out the morning, Ryan at the sports bar. By the way, I've been with you at the sports bars. It is a great time.
00:23:19
Speaker
To the cigars, not only disarming because it's unstructured, but also there's a unity though, right? There's a unity. There's, we we have more, everyone has more alike than they have different, right? But sometimes when you go into that that that pocket of the cigar enthusiasts or the, you know sports enthusiasts or the active life enthusiasts,
00:23:41
Speaker
you begin to, again, disarm, but also, hey we have more alike than we have different. And that's when conversations happen. And that's really what helps listening and conversing with one another.
00:23:55
Speaker
That's great. Well, Tony, think going to move to start wrapping things up here because I think we're we're coming up on our our time.
Strategic Conference Planning for Advisors
00:24:02
Speaker
but What we love to do on this podcast is we love to end each episode with some actionable insights for our listeners, whether it's for growth or maybe in this case for advisors planning out their their conference season this year and are on the fence. ah Is it worth it? Is it worth all the expense and the time? um What's your takeaway for them? Why do you still go to these events and what could they do to maybe make it more worth it? Sure. That's a great question. And because of there is expense and you're leaving your home, you're leaving your family,
00:24:32
Speaker
you know, and you're diving in. And so i would encourage a few things. I would say first and foremost, you know, when you're setting your goals for 26, when you're looking at your weaknesses, your opportunities, you say to yourself, what do I need to improve in as an advisor?
00:24:48
Speaker
You know, is it is it growth or is it practice management or is it technology? Because once you determine those, that helps you set down a path of what industry conferences you should look at going to.
00:24:59
Speaker
And then what I would do is I look at shows in a a little bit different of a way. I look at the schedule, the agenda, and I and i look at, again, unstructured time. Like what what time can I have for myself? But also you look at the breakouts.
00:25:15
Speaker
You look at the talk the the tracks, if you will. And then you look at the vendors and you really begin to kind of you know settle down on a few different things that you might prefer to do. And so let's just say you pick maybe one or two conferences to attend each year. Maybe one's tech heavy, you know, one is practice management heavy.
00:25:33
Speaker
And then what I would, again, suggest is developing that rubric that that kind of like, this is what I want to get out of the show and this how going to do it. You know, and you you build out a bit of an agenda, right? Don't try and do everything because you're kind of you're not going to make it.
00:25:46
Speaker
You know, it's going to be very tough to do. Make sure you carve out time for yourself. and But i would I strongly encourage you know these conferences, especially for advisors, there's no better time to talk to advisors in different states, right? In different size practices and really pick their brains on how they do things. and And Tony, at different locations on their career arc,
00:26:12
Speaker
particularly with the issues of an aging advisor population, trying to attract younger ones. This is a great opportunity for young advisors to meet people at different points in their career.
00:26:24
Speaker
That's a really good point, Bill, because it not only, you know, could there be a succession plan discussed over time, but it could be an opportunity to say, how did you get here? How did you get to $5 billion? dollars That's what I want to do. What obviously going to Tom Moran and being like, how'd you get to $5 billion? dollars He'll be like, okay, how much time do you have? Right. But it's a matter of, I was going to say, I've been ah part of large conferences. I worked at market council for for a time. I i helped at the summit.
00:26:54
Speaker
My most enjoyable memories were watching the advisors exchange notes. The ones are saying, how did you do this? How did you do this? Can I call you back when I get back? we talk through this?
00:27:07
Speaker
You'd be surprised at how many advisors have created this network from these events of calling a friend and saying, what did you do here? How'd you do with this client?
00:27:17
Speaker
How'd you grow to this point? That to me is the most meaningful, right? Like, yeah, the stage, you know, you want you watch people on stage, they give you presentations, there's panels, it's great, take some notes. But, you know, when you're having lunch,
00:27:29
Speaker
you know, out in the veranda or whatever, and there's an advisor across from you, ask them questions, you know, learn about them, because that's where the magic happens. So my tidbit, though, my last bit of advice truly is going in with the mindset that you're going to maximize the value of this investment of time and money to better your practice.
00:27:52
Speaker
and having that rubric of things you want to accomplish to achieve those goals, you will leave that conference a better person. You'll leave that conference a better practitioner and maybe even a better technologist.
00:28:04
Speaker
And it'll help grow your business. I've i've i've recommended advisors to to conferences before. Now they've been there three, four, five times and they saw the light because it's always the tough hurdle. It's always the the tough hurdle of, i just want to fly there.
00:28:21
Speaker
i want to spend this money. I'm really awkward and introverted. I'm not going to get along with anyone. Like you create all these barriers, right? And then the ones that jump over those barriers saying, I want to better myself as a person and go to those conferences.
00:28:36
Speaker
I see the fruits of that. And I've talked to people that I've recommended conferences to and they said, Tony, thank you so much. I'm to there every year from now on. It's been incredible. And quite frankly, I developed long term friendships with folks like you, Bill and you, Ryan, and everyone else in the industry, because we go to those conferences, we see each other, you know, we we kind of have we break bread together. and We do this and that. And it's also means of developing long lasting relationships, but most importantly, long lasting friendships.
00:29:06
Speaker
Well, thanks for that. Uh, uh, Tony, it's great to have you on the podcast and, uh, I don't know if your travels are bringing you up to, uh, to New York anytime in the coming year, but if you are, uh, say hi and maybe we'll, we'll stop by the Carnegie club. That's a date. It'll happen for sure. Um, my favorite spot in the city, you know that, um, absolutely. good Ryan, thank you so much for having me, Bill. Thank you as well.
00:29:28
Speaker
Yeah, Tony, I look forward to seeing you on the road, you know in the coming year. And, uh, and to have a cigar Anytime. All right. And thank you, Tony. And thank you everybody who listened to the podcast, wherever you're getting this YouTube or Apple or Spotify or any platform you do your podcast. If you can take time to like subscribe, share, comment, any of those good things, they're all helpful for the algorithm. We appreciate you and we'll catch you on the next episode. That's right, Ryan. And make sure you tune into that where we'll bring even more insights and actionable ideas to help you grow your business. And remember, the challenge is yours to capitalize on what the future offers.
00:30:11
Speaker
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00:30:29
Speaker
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00:30:40
Speaker
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00:30:56
Speaker
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00:31:14
Speaker
Copyright 2026, Trade PMR, Inc. For a transcript of this episode with sources, visit synergizedpodcast.com.
00:31:27
Speaker
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