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

Guided Fishing

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.

Mountain Biking

Hidden Lake mountain bike trail offers guests a two-mile mountain bike adventure on the resort’s SCOTT bicycles.

Conference Registration

Conference check-in begins at 11:00 AM and continues until 5:00 PM.

Fusion Bootcamp

Fusion Bootcamp will be located at the TradePMR booth

One-on-One with Advisor Services


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.

Welcome Reception

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. 

Grant Hill 

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

Trade-PMR, Inc.

P.O. Box 358230

Gainesville, Fl 32635

888.723.3767 x602