June 1, 2020

In Episode #4 of Mindset Mastery, "Mindset and the Entrepreneurial Journey", host Marie Swift speaks with Robb Baldwin, Founder and Chief Executive Officer of TradePMR, a company that provides technology and custodial services for RIAs.

In a nutshell: Robb Baldwin is a quintessential entrepreneur who in his early days as a financial advisor actually wore holes in the soles of his shoes. Robb went on to build a successful advisory business – and he will tell us some of that story in this episode of NAPFA’s Mindset Mastery podcast series. When you get right down to it and look at what Robb did – and what he continues to do as the founder and CEO of TradePMR – everything has hinged on mindset. Listen in as Robb shares dozens of great insights that can help you as an entrepreneurial financial advisor reach next level success.

Robb Baldwin is the Founder, President and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs, for RIAs (registered investment advisors).

Robb began his career as a financial advisor, transitioning to become a fee-only advisor in the '90s. After a problematic transition occurred following his custodian’s acquisition, he knew advisors and their clients deserved better. He envisioned a custodial services provider uniquely focused on offering technology tools and extraordinary support to RIAs. In 1998, Robb founded TradePMR. After more than 20 years in business, the firm’s focus has not wavered.

In 2019, TradePMR’s Fusion platform was the #1-rated custody platform in advisor satisfaction in the annual Software Survey² by Bob Veres and Joel Bruckenstein. Later that year, Financial Planning magazine recognized Robb as one of the “20 People Who Will Change Wealth Management in 2020¹.”

Throughout his career, Robb has earned numerous securities licenses, including Series 7, 24, 53 and 4, which are registered with TradePMR. Today, TradePMR continues to fulfill Robb’s original goal of helping advisors find their true independence by providing what he believes is the absolute best technology and service in the industry.