Host Mike Manganillo welcomes Bill Coppel, Chief Client Growth Officer at Trade PMR, for a candid conversation about what really drives meaningful growth in wealth management.
With over three decades in the industry and a background as a former nationally ranked triathlete, Bill shares why most firms get growth wrong, how AI is reshaping the role of the human advisor, and his philosophy that advisors should help clients curate wellbeing across three dimensions: financial resources, wellness, and human connection.
He also opens up about the personal experiences including losing both parents to cancer , that shaped his belief in living an optimal life. A thoughtful discussion on growth, resilience, and the human side of advice.
