Скачать или смотреть Synergy25 Live Ep. 10: Oleg Tishkevich Challenges Advisors to Lead with Strategy

For financial advisors navigating a constantly changing industry, growth can depend on more than just adopting the latest tools and tech. Is your firm leading with strategy or letting tech drive the agenda?

Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR, sat down with Oleg Tishkevich, CEO of Invent, to discuss how aligning vision with technology can unlock sustainable growth.

Listen as they explore:

The role of technology and AI in streamlining workflows and client experience

Why firm culture and leadership mindset can be some of the greatest barriers to growth

How aligning business strategy before building your tech stack could set the foundation for long-term success

If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc., is registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.

00:00 Introduction and Event Overview
00:37 Invent.us and Trade PMR Partnership
01:53 Supporting Growth-Oriented RIAs
04:35 Where are we right now in the intersection of the human element and technology in wealth management?
07:37 Challenges in Tech Adoption
09:50 Aligning Tech with Business Strategy
15:20 Creating a Fintech Ecosystem
17:27 Engagement and Further Insights