Meet apollo

It’s more than a platform, it’s a launch pad to a higher level of running, growing and ultimately transitioning your business.

Your lift off is here. Experience apollo today.

In today’s evolving landscape, apollo helps you lean into the human side of financial advice, serving as a:

Conversation Starter to engage at a deeper level
Prospect Connector to build rapport and trust more quickly and accelerate close rates
Relationship Strengthener, giving clients unique insights and relevant content based on their goals, values and biases
Data Aggregator with a dashboard view of your clients and priorities
Impact Multiplier designed to produce double digit growth for current users

RIA Founder. $450 million AUM with a mix of clients.

I’ve built my business through solid relationships. How can I maintain that level of personal engagement as I grow?

The apollo Opportunity

Personalize communication at scale, so every client feels understood and uniquely connected to you.

Your lift off is here. Experience apollo today.

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Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world.

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Join Like-Minded advisors in Moving Your Business Forward

In our vibrant and growing RIA community you’ll be connected to resources and best practices from subject-matter experts across a range of disciplines to help you redefine your value and continue to succeed in our evolving industry.

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Sources:

* “Cerulli Anticipates $84 Trillion in Wealth Transfers through 2045.” Cerulli Associates, January 20, 2022.

** Shaw, Dan. “Roughly 80% of affluent clients don’t want their parent’s advisor. Here’s what to do about it.” Financial Planning magazine, November 14, 2023.

*** McKinsey, Next in Personalization Report, 2021.

Example of RIA Founder is hypothetical. Client experiences may not be the same. Past experiences is not be indicative of future results. TradePMR does not provide securities recommendations or investment advice.