Synergize: Unscripted Conversations to Help Guide Advisor Growth
Episodes
Narrowing Your Scope: Eric Franklin on Leveraging His Tech Career To Build a Client Niche
12 Mar 2026
Contributed by Lukas
As an advisor, your past can be just as powerful as your future.That was true for Eric Franklin. After years at Amazon, a curiosity-turned-passion for...
If You Build It, They Will Come: James Spinelli on Launching His RIA & Coaching Little League
19 Feb 2026
Contributed by Lukas
Managing major transitions in life takes careful planning, strong leadership, and a good group of teammates. On today’s podcast, James Spinelli, CEO...
The RIA Playbook for 2026 (w/ Pete McGratty)
05 Feb 2026
Contributed by Lukas
The RIA industry has already witnessed a rapid acceleration of change and in 2026, a firm’s success may hinge upon anticipating the challenges ahead...
Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)
22 Jan 2026
Contributed by Lukas
TradePMR has kicked off registration for our SYNERGY26 conference in Washington, D.C. (June 2-5).Industry events like ours have always been golden opp...
Finding Clients Their "Why?"
08 Jan 2026
Contributed by Lukas
What brings you joy?That’s not the question most people expect from a financial advisor…and that’s exactly the point. Larry Sprung, advisor and ...
Fairways, Roughs, and the Advisor's Grind
18 Dec 2025
Contributed by Lukas
Golf is the sport fueled by the pursuit of perfection. Whether it’s a hole-in-one, an impressive drive, or a perfectly read green, everyone is chasi...
A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress
09 Dec 2025
Contributed by Lukas
Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement, major pivots...
Building A Multigenerational Firm To Reach The Next-Gen Client
25 Nov 2025
Contributed by Lukas
Millennials and Gen Z are poised to inherit an unprecedented amount from their elders. The approaching Great Wealth Transfer offers RIAs a rare opport...
Robinhood and TradePMR Launch Industry-First Asset Match For RIAs
06 Nov 2025
Contributed by Lukas
TradePMR has taken a page out of Robinhood’s book, introducing what we believe is a first-of-its-kind incentive program: Asset Match*.Until March 31...
Synergy25 Live Ep. 10: Oleg Tishkevich Challenges Advisors to Lead with Strategy
06 Oct 2025
Contributed by Lukas
For financial advisors navigating a constantly changing industry, growth can depend on more than just adopting the latest tools and tech. Is your firm...
Synergy25 Live Ep. 9: Dan Gallagher on Empowering Advisors in a New Regulatory Era
22 Sep 2025
Contributed by Lukas
As 2025 shapes up to be a pivotal year for financial regulation, advisors are asking: what will the new SEC landscape mean for their practice, and how...
Synergy25 Live Ep. 8: Roger Overby Helps Guide RIAs Through Exit Strategies for Business-Owning Clients
08 Sep 2025
Contributed by Lukas
Advisors often plan early for the future of their own businesses, but what about their business-owning clients? When a client is ready to exit their b...
Synergy25 Live Ep. 7: Rich Cancro on using RIA Technology for Growth
18 Aug 2025
Contributed by Lukas
Growing your firm can often feel like you’re working against technology rather than alongside it. But reframing tech as a strategic enabler rather t...
Synergy25 Live Ep. 6: Tony Mazzali Prepares His RIA for the Next Generation
11 Aug 2025
Contributed by Lukas
Technology and training are among the most dynamic aspects of today's financial services industry. RIAs must adapt to not only stay competitive, but a...
Synergy25 Live Ep. 5: Robb Baldwin Explores the Future of Financial Advice
04 Aug 2025
Contributed by Lukas
With AI becoming more integrated and widely available to investors, some advisors may wonder if their role is changing, or even threatened. With 40 ye...
Synergy25 Live Ep. 4: Scott McSweeney Explores the Future of Alternative Investments
21 Jul 2025
Contributed by Lukas
Even with more access to alternative investments than ever before, only about half of financial advisors are currently incorporating them into client ...
Synergy25 Live Ep. 3: Michael Kitces Rethinks Time, Technology, and Advisor Success
14 Jul 2025
Contributed by Lukas
Success as a financial advisor looks different for every firm. There are many paths, with very different structures, and no one model is wrong. Defini...
Synergy25 Live Ep. 2: David Hohimer Answers the Next Generation Question
07 Jul 2025
Contributed by Lukas
TradePMR believes that independent advisors can best grow when they focus on building relationships instead of selling products. Yet for many firms, b...
Synergy25 Live Ep. 1: Vlad Tenev on Democratizing Wealth Management
01 Jul 2025
Contributed by Lukas
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 c...
Ep. 27 - Shannon Spotswood: Is Your Firm Thriving or Just Surviving?
09 Jun 2025
Contributed by Lukas
Business growth tends to be a frequently cited priority for RIAs, but firm leaders sometimes struggle with building a team that can help position thei...
Ep. 26: Kate Healy: What the Next Generation Needs from Advisors Today
19 May 2025
Contributed by Lukas
Millennials are set to become the richest generation on record thanks to the $84 trillion wealth transfer from their Baby Boomer parents and grandpare...
EP25: Alan Moore: Building a Talent Pipeline to Help Win NextGen Clients
05 May 2025
Contributed by Lukas
With the wealth transfer that's underway, serving NextGen clients and bringing in newer advisor talent may be key to achieving sustainable growth. But...
Ep. 24: Leo Pusateri: Delivering "Real" Value to Help Power Business Growth
21 Apr 2025
Contributed by Lukas
While competition, technology, and the marketplace have changed over the years, some core elements of business growth ─ like telling your story ─ ...
Ep. 23: Steve Quirk: Capturing Wallet Share from DIY Investors Seeking Advice
07 Apr 2025
Contributed by Lukas
Technology has allowed everyday people to invest on their own, but a strictly DIY approach may only get them so far. A Cerulli study highlighting the ...
Ep. 22: Eliza De Pardo: Sidestepping Missteps That Can Hamstring Growth
17 Mar 2025
Contributed by Lukas
RIAs often struggle to manage the dual role of financial advisor and business owner. And that can lead to missteps that tend to slow growth.Regardless...
Ep. 21: Priya Malani: Playing the Long Game by Capturing NextGen Clients Now
03 Mar 2025
Contributed by Lukas
No longer recent college grads, Millennials are now entering their peak earning years, and research from Cerulli Associates shows that they are set to...
Ep. 20: Meir Statman: Moving Client Conversations Beyond Money to Life
18 Feb 2025
Contributed by Lukas
Financial advisor value has traditionally centered on portfolio management. While that’s important, it’s no secret that many of those functions ca...
Ep. 19: Carolyn Armitage: Competing for Talent in a Shrinking Advisor Pool
03 Feb 2025
Contributed by Lukas
Attracting new clients is often a top priority for growing RIAs, but the competitive and aging wealth management landscape also means its critical for...
Ep. 18: Derek Bruton: Bringing in New Assets Beyond Market Growth
21 Jan 2025
Contributed by Lukas
While not new, the conversation about the need for growth beyond what the market creates seems to be gaining more and more attention based on recent h...
Ep. 17: Tim Whitney: A CEO's Take on Building a Firm for the Future
06 Jan 2025
Contributed by Lukas
Thanks to people like Steve Jobs and Jeff Bezos, we now expect to get what we want, when we want it, and the way we want it. That’s the new bar. And...
Ep.16: Sherri Snelling: What Advisors Need to Know About Caregiving Today
16 Dec 2024
Contributed by Lukas
Financial advisors haven’t traditionally addressed the topic of caregiving with clients, and when they do the discussion tends to focus on the cost ...
Ep.15: Kelly Waltrich: Getting More from Your Sales and Marketing Investment
02 Dec 2024
Contributed by Lukas
With the shift away from selling product toward an emphasis on providing advice and planning, “sales” has become a bit of a dirty word in wealth m...
Ep.14: Carolyn Armitage: Leadership Lessons for Sustainable Business Growth
18 Nov 2024
Contributed by Lukas
With the day-to-day challenges of running a business, establishing and executing on a strategy to grow a firm’s enterprise value can fall to the bot...
Ep. 13: Julie Littlechild: Working Across Generations to Drive Sustainable Growth
04 Nov 2024
Contributed by Lukas
With six generations in the workforce today, advisors who understand and address the needs of each generation may have a competitive advantage in buil...
Ep.12: Natalie Wolfsen: Driving Growth through the Strategic Use of Time
21 Oct 2024
Contributed by Lukas
As we think about productivity in wealth management, there’s no shortage of tools that can help advisors get more done in less time. But as they str...
Ep. 11: Doug Fritz: Blending Technology and Marketing to Help Drive Growth
07 Oct 2024
Contributed by Lukas
Fintech has been instrumental in improving advisor efficiency. But that increased efficiency hasn’t necessarily led to meaningful growth. As the we...
Ep.10: Mark Tibergien: What it Takes to Compete as an RIA Today
23 Sep 2024
Contributed by Lukas
In today’s wealth management landscape, RIAs face an evolving set of challenges and opportunities like how to create enterprise value as they transi...
Ep. 9: Welcome to Synergize: Season 2 Preview
09 Sep 2024
Contributed by Lukas
In this episode, host Bill Coppel, Chief Client Growth Officer at TradePMR, welcomes Ryan Neal, Senior Editor at TradePMR, as co-host. Together, they ...
Ep. 8: John O'Connell: Leveraging Data to Build Emotional Connections That Help Drive Growth
26 Aug 2024
Contributed by Lukas
According to a Morningstar study on why clients keep their financial advisors, 59% of the time clients are keeping their advisors for emotional reason...
Ep. 7: Susan Quinn: Crafting a Brand Strategy Designed to Accelerate Growth
12 Aug 2024
Contributed by Lukas
As technology continues to affect how advisors conduct business and interact with clients in a rapidly evolving wealth management landscape, we believ...
Ep. 6: Dr. Lamar Pierce: Capitalizing on the Power of Human Interaction
29 Jul 2024
Contributed by Lukas
While behavioral finance isn’t new, it hasn’t been readily adopted in the wealth management space. But as technology encroaches on the more transa...
Ep. 5: Dr. Sindhu Joseph: Cutting Through the Noise to Leverage AI for Growth
15 Jul 2024
Contributed by Lukas
Seemingly overnight, artificial intelligence went from science fiction to reality. It’s one of the most talked about technology topics in recent mem...
Ep. 4: Joe Duran: Going Beyond the Spreadsheet to Grow Enterprise Value
01 Jul 2024
Contributed by Lukas
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 you...
Ep. 3: Steve Harvill: Putting the "Personal" in Personalization
17 Jun 2024
Contributed by Lukas
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 b...
Ep. 2: John Furey: Working On Your Business While Working In Your Business
05 Jun 2024
Contributed by Lukas
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 m...
Ep. 1: Bill Coppel and Robb Baldwin: Welcome to Synergize
05 Jun 2024
Contributed by Lukas
Welcome to Synergize, unscripted conversations. I’m your host, Bill Coppel. In this podcast, we’ll explore the evolving role of the financial adv...