Welcome to Synergize
The podcast where we uncover insights and strategies designed to help your business thrive and grow.
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Helping RIAs Thrive Today and Into the Future
Co-hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, Synergize is 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. Through unscripted conversations with thought leaders, practitioners, and subject-matter experts, Synergize offers actionable ideas that can help you build enterprise value.
Bill Coppel
Ryan Neal
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Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth. Whether you’re a seasoned firm leader or just starting out, look to Synergize for inspiration as you evolve your business for the future.
Bill Coppel and Robb Baldwin: Welcome to Synergize
Robb Baldwin, Founder and CEO of TradePMR joins host Bill Coppel to kick off the podcast.
Listen as they explore the challenges and opportunities facing RIA firms today and set the stage for actionable ideas and insights that can help you evolve your business to grow your enterprise value.
John Furey: Working On Your Business While Working In Your Business
While the RIA industry has enjoyed substantial growth in recent years, are RIA businesses truly growing? The answer may not be clear-cut given the market appreciation we’ve experienced.
In this episode John Furey, Founder and Managing Partner of Advisor Growth Strategies, joins host Bill Coppel to dive into this question.
Steve Harvill: Putting the “Personal” in Personalization
Technology has changed the way clients engage with the world and what they expect from financial advisors. So, how can RIAs evolve their approach to better capture the personalization clients are looking for today?
In this episode Steve Harvill, author of “21 Secrets of Million Dollar Sellers" and Founder of the strategic consulting firm Creative Ventures joins host Bill Coppel to dive into this question.
Joe Duran: Going Beyond the Spreadsheet to Grow Enterprise Value
In the evolving advice business one thing hasn’t changed, and that’s the importance of building enterprise value. So, when it comes to growing your business, is leveraging investment capital and M&A the silver bullet?
In this episode Joe Duran, Founder and CEO of Rise Growth Partners, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.
Dr. Sindhu Joseph: Cutting Through the Noise to Leverage AI for Growth
Seemingly overnight, artificial intelligence went from science fiction to reality. It’s one of the most talked about technology topics in recent memory, causing many RIAs to wonder just how, and how much, it will impact their businesses.
Given all the information – and misinformation – circulating about AI, should RIAs view it as a helpful tool or a threat?
In this episode Dr. Sindhu Joseph, Founder and CEO of CogniCor, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.
Dr. Lamar Pierce: Capitalizing on the Power of Human Interaction
While behavioral finance isn’t new, it hasn’t been readily adopted in the wealth management space.
But as technology encroaches on the more transactional aspects of our business, can applying behavioral finance principles to their personal interactions with clients give RIAs a competitive edge?
In this episode, Dr. Lamar Pierce, Professor of Organization and Strategy at Washington University, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.
Susan Quinn: Crafting a Brand Strategy Designed to Accelerate Growth
As technology continues to affect how advisors conduct business and interact with clients in a rapidly evolving wealth management landscape, we believe it will challenge RIAs to establish and articulate their value.
And in today’s broader environment of misinformation and altered facts, being intentional about articulating your value as an RIA ─ and what makes you unique in the wealth management “sea of sameness” ─ can be a deciding factor for a client or prospect in selecting you. When executed effectively, the goal is to create a significant competitive advantage.
With all the priorities you’re managing as an RIA, can taking a more robust approach to telling your story be an important lever for growth?
In this episode, Susan Quinn, CEO of circle S studio, joins guest host Ryan Neal, Senior Editor at TradePMR, to dive into this question.
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