Synergy 2023 | TradePMR | 31 May 2023 | JW Marriott Tampa Water Street, 510 Water St, Tampa, FL 33602, USA

We’re coming together to help advisors accelerate growth, accelerate success, accelerate into tomorrow.

Agenda Topics:
• Fusion Office Hours with TradePMR Product Team
• The Shifting Regulatory Landscape
• The Strategic Value of Non-Financial Lifestyle Planning and How It Helps You Grow Your Financial Practice
• Top Picks in the Fixed Income Markets Today
• The Missing Component of Your Growth Strategy: Healthcare Planning
• Accelerating Your Firm's Growth
• Technology to Drive Your Firm's Growth, a preview of TradePMR's Fusion platform new features and service offerings
• Magic Words: What to Say to Get Your Way
• Fusion Office Hours with TradePMR Product Team
• Understanding Cybersecurity and Mitigating Risk
• Tackling Regulatory Hurdles in 2023
• Building or Buying Your Firm's Next Stage of Growth

2023 Speakers

Robb Baldwin
Founder and CEO, TradePMR

Jonah Berger
New York Times Best Selling Author, and Marketing Professor at the Wharton School, University of Pennsylvania

Joel Bruckenstein
Technology Tools for Today

John O'Connell
The Oasis Group

Brian Edelman
FCI

Korrine Kohm
altPILOT

Sanjay Lamba
Investment Adviser Association

Rich Cancro
AdvisorEngine

Dan Kreuter
Gladstone Group

Scott Leak
FP Transitions

2023 Sponsors

MARQUEE:
• FirstClearing

PLATINUM:
• AdvisorEngine

GOLD:
• SS&C
• Wells Fargo
• CSS
• FP Transitions
• PCS
• Nitrogen
• Skyway Capital Markets

SILVER:
• Millennium Trust Company
• Myriad
• Advyzon
• Sumridge Partners
• CalSurance
• Circle Black
• Next Chapter
• Caribou
• FCI
• The Oasis Group
• Orion
• Spring Street Solutions
• Abbey Capital
• FS Investments
• Alt Pilot
• Asset Book
• Wealth.com
• Frankel
• ARK Invest
• C8
• SmartX