TradePMR Launches Advisor Evolution Sciences for Financial Advisors
The Floridant/10233421

GAINESVILLE and TAMPA, Fla., June 2, 2023 ~ TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today the launch of Advisor Evolution Sciences (AES), a new service offering designed to help RIAs continually evolve their businesses to capitalize on shifting industry trends and meet expanding client expectations. The announcement was made at TradePMR's annual SYNERGY conference taking place this week in Tampa, Fla.

Robb Baldwin, Founder and CEO of TradePMR, commented on the launch of AES: "The industry is rapidly changing – with these changes come challenges, and opportunities. For nearly 25 years, TradePMR has delivered top-rated technology1 backed by a white-glove approach to service. With AES, we are taking that support to another level. We are aiming to provide advisors with the insights they need to not only succeed in today's market, but to prepare their firms for the market of tomorrow."

AES is designed to help advisors address emerging opportunities in response to shifting industry dynamics such as the great wealth transfer ($80 trillion in assets will transition in the next two decades2), issues engaging with the next generation (70% of heirs will fire their parents' advisors3), mass retirement among financial advisors (more than a third of advisors will retire over the next decade4) and technology disruption influencing client expectations (the explosion of technology and AI-driven platforms is shifting client expectations; clients expect more from their RIA than simply managing money).

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Bill Coppel, Chief Client Growth Officer at TradePMR and architect of AES, believes that "with this technology proliferation, the role of the advisor will change from 'managing money' to guiding people, families, businesses with a plan to curate well-being in their lives." He added that AES is focused on helping advisors adapt to this changing environment by arming them with knowledge, skills and insights they need to leverage growth opportunities.

AES is designed to solve for three key success factors: strategy (help RIAs define and refine their growth strategy); skills (work with advisors to evaluate team skills needed for executing growth strategy); story (identify key differentiators for RIA businesses). Coppel concluded that "calling AES a practice management program would be a disservice" as it leverages top thought leaders across industries in an attempt "to deliver world-class strategy and skills" into wealth management space.

For more information about TradePMR or SYNERGY23 conference visit or respectively.
Filed Under: Business

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