RedCircle VERIFY_TOKEN_aabd9d08-196b-43e9-99d9-e389c4cf69d1 -- Rendered At Fri, 17 Jul 2026 17:21:16 +0000 Synergize (Internal Only) https://redcircle.com/shows/synergize-internal-only en-US All rights reserved. Jonah Blocker 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. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth. aabd9d08-196b-43e9-99d9-e389c4cf69d1 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.

In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.

]]> episodic no Jonah Blocker jonah.blocker@robinhood.com false full Financial Literacy For All Financial Literacy For All Jonah Blocker In a special (internal only) episode of the Synergize podcast, hosts Bill Coppel and Ryan Neal are joined by Senior Wealth Advisor at Dakota Wealth Management, Rhys Williams. Rhys is one of the many advisors part of the Robinhood Advisor Network, helping connect top-tier RIAs with next-generation clients, all directly on the Robinhood app. In honor of Financial Literacy Month, Robinhood employees across the country submitted questions they might ask a prospective advisor. In this episode, Rhys helps answer those questions while explaining what RIAs can do for your future wealth. In a special (internal only) episode of the Synergize podcast, hosts Bill Coppel and Ryan Neal are joined by Senior Wealth Advisor at Dakota Wealth Management, Rhys Williams.

Rhys is one of the many advisors part of the Robinhood Advisor Network, helping connect dedicated RIAs with next-generation clients, all on the Robinhood app.

In honor of Financial Literacy Month, Robinhood employees across the country submitted questions they might ask a prospective advisor. In this episode, Rhys helps answer those questions while explaining what RIAs can do for your future wealth.

]]> <p>In a special (internal only) episode of the Synergize podcast, hosts Bill Coppel and Ryan Neal are joined by Senior Wealth Advisor at Dakota Wealth Management, Rhys Williams.</p><p>Rhys is one of the many advisors part of the Robinhood Advisor Network, helping connect dedicated RIAs with next-generation clients, all on the Robinhood app.</p><p>In honor of Financial Literacy Month, Robinhood employees across the country submitted questions they might ask a prospective advisor. In this episode, Rhys helps answer those questions while explaining what RIAs can do for your future wealth.</p> 285206ad-642c-4cb3-b470-37d278c49fc2 https://redcircle.com/shows/aabd9d08-196b-43e9-99d9-e389c4cf69d1/episodes/c34b1594-fdca-450e-b4e3-1d6be9d1d5bb Tue, 21 Apr 2026 18:56:47 +0000 777 false