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

The apollo Opportunity

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

Earl Johnson CEO at Lexus Wealth Management

...I added the behavioral finance questionnaires to my website as a way to start conversations. A gentleman I met at an event completed a questionnaire and actually set up an appointment with me before I even had a chance to reach out. After our first conversation to review his results, he became a client. Apollo is an awesome tool to help RIAs grow our businesses.

Koby Clark Wealth Management Advisor at Sullivan Wealth Management

Apollo gives me a head start with clients and prospects, and lets us focus on what truly matters most to them.

Earl Johnson and Koby Clark are clients of TradePMR. No compensation was paid to client for this testimonial. This testimonial reflects this client's experience. Your experience may vary.

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 $124 Trillion in Wealth Will Transfer Through 2048, December 5, 2024, https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

** Aging Boomers Bring Intergenerational Planning to the Forefront," Cerulli Associates, July 19, 2021, https://www.cerulli.com/press-releases/aging-boomers-bring-intergenerational-planning-to-the-forefront

*** 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.