Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)

2026-01-22

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TradePMR has kicked off registration for our SYNERGY26 conference in Washington, D.C. (June 2-5).Industry events like ours have always been golden opportunities for advisors to learn and grow, but you’ll want a gameplan if you want to maximize your conference ROI.Chief Marketing Officer at Moran Wealth Management, Anthony Stich— known to some as “Mr. Purple”—has been a presence on the RIA conference circuit for years. As both a seasoned speaker and attendee, Anthony joined the podcast to discuss: Selecting the right conferenc...

TradePMR has kicked off registration for our SYNERGY26 conference in Washington, D.C. (June 2-5).

Industry events like ours have always been golden opportunities for advisors to learn and grow, but you’ll want a gameplan if you want to maximize your conference ROI.

Chief Marketing Officer at Moran Wealth Management, Anthony Stich— known to some as “Mr. Purple”—has been a presence on the RIA conference circuit for years. As both a seasoned speaker and attendee, Anthony joined the podcast to discuss:

Selecting the right conference: Conferences are an investment, so choose the right ones that best suit your needs.
SYNERGY’s “Goldilocks” factor: Anthony shares why TradePMR’s conference has become one of his favorites.
Taking time to recharge: The benefit of treating conferences like a marathon, not a sprint.
Cigars and the Lost Art of Disagreement: Unpacking his RIA Reflections piece and the value of unstructured time.

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