EPISODE · Apr 21, 2026 · 12 MIN
Financial Literacy For All
from Synergize (Internal Only) · host Jonah Blocker
In a special (internal only) episode of the Synergize podcast, hosts Bill Coppel and Ryan Neal are joined by Senior Wealth Advisor at Dakota Wealth Management, Rhys Williams.Rhys is one of the many advisors part of the Robinhood Advisor Network, helping connect dedicated RIAs with next-generation clients, all on the Robinhood app.In honor of Financial Literacy Month, Robinhood employees across the country submitted questions they might ask a prospective advisor. In this episode, Rhys helps answer those questions while explaining what RIAs can do for your future wealth.
What this episode covers
In a special (internal only) episode of the Synergize podcast, hosts Bill Coppel and Ryan Neal are joined by Senior Wealth Advisor at Dakota Wealth Management, Rhys Williams. Rhys is one of the many advisors part of the Robinhood Advisor Network, helping connect top-tier RIAs with next-generation clients, all directly on the Robinhood app. In honor of Financial Literacy Month, Robinhood employees across the country submitted questions they might ask a prospective advisor. In this episode, Rhys helps answer those questions while explaining what RIAs can do for your future wealth.
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Financial Literacy For All
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