PODCAST · business
Synergize (Internal Only)
by Jonah Blocker
Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s 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. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.
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Financial Literacy For All
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.
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ABOUT THIS SHOW
Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s 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. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.
HOSTED BY
Jonah Blocker
CATEGORIES
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