Synergize: Unscripted Conversations to Help Guide Advisor Growth
Hosted by Bill Coppel and Ryan Neal · TradePMR
5.0from 5 ratings
- 59
- Episodes
- 5
- Ratings
- Bi-weekly
- Cadence
- 2024
- First episode
- 672K
- YouTube views
About Synergize: Unscripted Conversations to Help Guide Advisor Growth
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.
- Publisher
- TradePMR
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 5 Jun 2024
- Latest episode
- 22 Sept 2026
Latest episodes
59 episodes in the feed.
22 Sept 2026
Reclaiming "Girl Math": Wealth Advisor Grace Arnold on Closing the Financial Confidence Gap
9 Sept 2026
Robb Baldwin and Steve Quirk on the Robinhood Advisor Network and Progress for RIAs
2 Sept 2026
A New Era of RIA Efficiency: Robinhood's Abhishek Fatehpuria and Kate Mapstone on the Future of Advisor Tech
Who has been a guest on Synergize: Unscripted Conversations to Help Guide Advisor Growth
Names identified in recent episode analyses. Showing up to five guests.
- Grace Arnold
- Robb Baldwin
- Steve Quirk
- Abhishek Fatehpuria
- Kate Mapstone
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 671,883
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 4 ratings
- Spotify
- 5.0 / 5
- 1 ratings
Podcast Authority Score: 64 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 82
- Social presence
- 0
- YouTube
- 82
- Engagement
- 32
Contact Synergize: Unscripted Conversations to Help Guide Advisor Growth
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Synergize: Unscripted Conversations to Help Guide Advisor Growth
Who hosts Synergize: Unscripted Conversations to Help Guide Advisor Growth?
Bill Coppel and Ryan Neal host the show. Published by TradePMR.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Synergize: Unscripted Conversations to Help Guide Advisor Growth take guests?
Yes. Guests have been identified in episode analyses.
Host of Synergize: Unscripted Conversations to Help Guide Advisor Growth?
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