Responsible Innovation: Developing Technology With Positive Purpose
In an industry built on trust, deliberative and meaningful progress can be more important than releasing half-baked updates or trend-chasing. ?
Genuine client service and solid technology take time, energy, and resources. Successful software releases and new tools are rarely the product of accident; their development takes vision, extensive testing, and industry familiarity.?
8 Pricing Questions to Ask Your Prospective RIA Custodians?
Before you sign on with your next RIA custodian, make sure you know exactly what you’re in for.?
Custodial service providers should be 100% focused on helping RIAs succeed. If a prospective provider has a one-size-fits-all approach to pricing, they may not have your best interests at heart.?
Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs?
Without knowing how an advisor’s business works, how can a provider determine a pricing structure that makes sense??
Custodial service providers should seek to understand the advisor’s stage of growth, their client breakdown, and how they build client portfolios before developing a pricing proposal.?
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TradePMR is Heading to Las Vegas for SYNERGY24: LIMITLESS?
Join us for TradePMR's signature conference taking place at the Four Seasons Las Vegas from May 22 – 24.??
At SYNERGY24, advisors can meet TradePMR leadership and learn from some of the industry's leading voices on growth, compliance, and technology about how to help unlock their firm's potential. Join TradePMR as the firm celebrates its 25th anniversary with a special closing night concert on Thursday, May 23. Visit SYNERGY24 or email [email protected] to learn more.?
Register now for SYNERGY24!
TradePMR Coming to a City Near You!?
How to connect with us in person over the coming months.?
If your firm is interested in meeting with the TradePMR team at or near?any of these conferences, please email [email protected]
Ready to start a conversation? Email [email protected]
We can dive into your business and help you determine if TradePMR could be the right fit to meet your needs and support your future. Get your hands on the TradePMR RFP Kit and discover if we have the solutions you've been seeking.
Let's connect.?