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:
Subscribe now, and connect with us on social media:
● YouTube
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.