Ep. 9: Welcome to Synergize: Season 2 Preview

In this episode, host Bill Coppel, Chief Client Growth Officer at TradePMR, welcomes Ryan Neal, Senior Editor at TradePMR, as co-host. Together, they preview what’s in store for season 2 including: - More thought leaders and subject-matter experts with different points of view on what it takes to drive growth - Topics like hiring and succession planning trends, and how to leverage technology from a marketing standpoint - A look at some of the common misconceptions about RIA growth Subscribe now, and connect with us on social media:  YouTube  LinkedIn  Facebook Get the transcript for this episode, with sources, at synergizepodcast.com. About Bill Coppel Bill Coppel is Chief Client Growth Officer at TradePMR. He is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth. Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry.

Most recently, he founded a consultancy focused on providing strategies and solutions to support the sustainable growth of wealth management firms. More About Bill: LinkedIn: https://www.linkedin.com/in/bill-coppel-05128ab/ Website: https://www.tradepmr.com/bill-coppel About Ryan Neal: Ryan Neal is a Senior Editor at TradePMR. As a journalist, Ryan spent nearly a decade reporting on and writing about the wealth management industry at publications including WealthManagement, Financial Planning and InvestmentNews. In 2023, his “On Technology” column won an Eddie award for best B2B column covering banking, business, or finance. Ryan joined TradePMR in 2024 to work on content initiatives, including the Synergize podcast. He lives in New York City with his fiancé, cat, and dog. More about Ryan: LinkedIn: https://www.linkedin.com/in/ryanwneal/ If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com. This content is provided for general informational 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. Trade-PMR, 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 2024 Trade-PMR, Inc. For a transcript of this episode, with sources, visit synergizepodcast.com.