When it comes to running your independent RIA, are you using all the right tools?
Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence.
Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.
Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!