Synergy 2021 Agenda
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 to January 20-22, 2021.
Golf with TradePMR Leadership
Caddied golf with TradePMR leadership at the Ritz Carlton, Grande Lakes Golf Course. Tee time is 7:00 AM
Join professional guides on an exciting angling excursion for Florida strain large-mouth bass in one of the Ritz Carlton’s private lakes and ponds.
Hidden Lake mountain bike trail offers guests a two-mile mountain bike adventure on the resort’s SCOTT bicycles.
Conference check-in begins at 11:00 AM and continues until 5:00 PM.
Fusion Bootcamp will be located at the TradePMR booth
One-on-One with Advisor Services
Register in advance – REGISTRATION OPENS IN APRIL
The Customer Service Revolution workshop with John DiJulius
Become the brand your customers cannot live without. This high energy, high takeaway workshop will help increase the service aptitude of everyone in your organization. Advance registration is required.
Opening Keynote | The Relationship Economy with John DiJulius
Based on DiJulius new book, The Relationship Economy will explore how advisors can build a culture that recognizes the importance of each individual and of making everyone a part of a community that is working toward something bigger—a community that makes them feel cared for.
Hosted at the Ritz-Carlton Orlando Grande Lakes, Synergy attendees can network with TradePMR leadership and other RIAs.
Synergy Spin Class
Kick off the main conference day with a spin class. Space is limited and advanced registration is required.
Networking Breakfast with Sponsors
One-on-One with TradePMR Leadership
Founder and CEO Robb Baldwin opens day 2 of the conference and lays out TradePMR priorities for 2021 and beyond. He will be joined by TradePMR leadership to preview the latest tools being rolled out to advisors, answer questions and provide insights on the future of the industry.
Race to a Billion and Beyond
Hear from RIAs and their lessons learned in their path to building a billion dollar advisory firm.
The Next Frontier Podcast LIVE with Bill Coppel
A live recording of The Next Frontier podcast featuring a conversation with Allison Schrager, author of An Economist Walks Into A Brothel, and podcast host, Bill Coppel.
Coffee Break with Sponsors
Finding Operational Efficiency
Building agile and efficient operations requires modern solutions. Hear from a panel of top advisors on how they work to streamline operations in their businesses day-to-day.
Hear from the NBA legend on how he successfully transitioned from player to entrepreneur.
Sponsor Reception at Ritz-Carlton Golf Club
Join Synergy 2021 sponsors for a lively closing night reception. Attendees will be greeted with entertainment, dinner and activities including a glow-ball driving range, laser skeet shooting, and more.
Join us for morning yoga. This class requires advance registration.
Breakfast with Exhibitors
Sponsor Breakout Sessions
One on one with TradePMR Leadership
Sponsor Breakout Sessions
P.O. Box 358230
Gainesville, Fl 32635