People come first at TradePMR. There is nothing more important than our advisors, our team and our health. To that end, we have decided to postpone Synergy 2020 to January 20-22, 2021.

Join us for Synergy 2021

Synergy 2021 brings together advisors from around the country for three days of learning, connection and opportunity. Advisors will hear from industry influencers, thought leaders and entrepreneurs learning modern techniques to serve customers better and grow their business. TradePMR leadership will be on hand for one-on-one conversations and will preview the latest tools, technology and resources becoming available to RIAs in 2021. Advisors and their team will have ample time to reconnect with peers and meet new contacts all while enjoying the Florida sunshine.

NBA Legend | Grant Hill

One of the most accomplished NBA and college players of his generation, Grant Hill was inducted into the Naismith Basketball Hall of Fame’s 2018 class. The seven-time NBA All-Star and two-time NCAA Champion has made the successful transition from 19 year professional athlete veteran to leader and entrepreneur in business. He is a frequent speaker on topics including the NBA, teamwork, the private equity business, art and music. 

Author | John R. DiJulius III

Have you ever wondered how there are some brands customers cannot live without? Do you think it is possible to make price irreverent? John DiJulius will show you how to do both.

At Synergy 2021 John will demonstrate how he believes you can make customer service your single biggest competitive advantage, become the brand customers cannot live without and make price irrelevant.

Robb Baldwin | TradePMR

Robb is the founder, founder and CEO of TradePMR. The firm provides technology, support and services to Registered Investment Advisors through its own innovative management platform.

TradePMR was born out of Robb’s personal experience with a difficult transition in his own RIA firm during the merger of two major custodians. Since 1998, TradePMR has focused on combining exceptional service with a truly innovative technology platform. The objective is to improve workflow, increase margins and bring new levels of efficiency to the firm’s advisor clients, allowing them to focus more on their customers and less on back office infrastructure.

Bill Coppel | First Clearing

As a member of the First Clearing Leadership Team, Bill leads First Clearing’s organic growth and productivity initiative, as well as its platform-adoption initiatives. He also oversees First Clearing’s thought leadership efforts, brand positioning and market strategy, leading a team of seasoned communications and marketing professionals.

Bill is now developing First Clearing’s vision for the future of advice, in which the role of the financial intermediary — the advisor — includes the delivery of services aimed at “Cultivating Client Well-Being.”

Allison Schrager | Author

 Allison Schrager is an economist, a senior fellow at the Manhattan Institute, contributing journalist at Quartz, and co-founder of LifeCycle Finance Partners, LLC, a risk advisory firm that develops innovative technology solutions to finance retirement. Allison diversified her career by working in finance, policy, and media. She led retirement product innovation at Dimensional Fund Advisors and consulted to international organizations, including the OECD and IMF. She has also been a regular contributor to the Economist, Reuters, and Bloomberg Businessweek. Her writing has also appeared in PlayboyWired and Foreign Affairs. 

Her book, An Economist Walks into a Brothel , takes everything she learned about risk management and applies it to corners of the economy far from financial markets. She has a PhD in economics from Columbia University, currently teaches at New York University, and lives in New York City.

Why Synergy?

Each year at TradePMR’s signature RIA Conference, we combine the ambition of our advisors, the voice of our sponsors and the white glove service of the TradePMR staff. 

Connect

Connecting with peers can be a crucial component to gain insight, bounce ideas around and share experiences with other successful RIAs. 

Recharge

We believe to work hard we must also play hard! We invite you to join us at the Ritz-Carlton Orlando Grande Lakes to indulge yourself in luxury while fueling excitement for your business. 

Grow

Synergy 2021 is packed with some of brightest minds in the industry. Whether you join for a session or a workshop, advisors can expect tools to put in action back at the office. 

TradePMR. Inc.

P.O. Box 358530

Gainesville, FL 32635

888.723.3767×602

Events@TradePMR.com