Robb Baldwin

Critic
DISC Type : C

President and CEO at TradePMR

Clearwater, Florida, United States

Overview

Robb Baldwin is the Founder and CEO of TradePMR, a custodial services and technology firm he established in 1998 for Registered Investment Advisors (RIAs). He launched the company after experiencing significant service issues as an RIA during a major custodian merger. Robb holds numerous securities licenses, including Series 4, 7, 24, and 63.

Inspired by watching his grandfather meticulously manage his finances, Robb developed an early passion for the industry. He is deeply involved in his Gainesville, Florida community, with his company participating in numerous service projects for organizations like the Ronald McDonald House, the Boys and Girls Club, and Tylers Hope.

Unique fact: Robbs journey into finance was sparked at age 14 by his grandfathers detailed financial ledger, which is now displayed in TradePMRs office.

Personality Overview

Information Seeker

Critic

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Empowering RIAs
Founded TradePMR specifically to solve the service and technology pain points he experienced as a former RIA, aiming to help advisors achieve true independence.
Future of Advice
Frequently speaks about the industry's changing landscape, the impact of AI, and how the recent acquisition by Robinhood will shape the future for advisors.
Industry Disruption
His firm was named 'Industry Disruptor of the Year, ' and he views the partnership with Robinhood as a way to challenge legacy infrastructure in wealth management.

Media Appearances

Ep. 282: The Unexpected Alliance: How Robinhood's $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin. Featured in WealthTechToday

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Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19). Featured in In the Money

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Robb Baldwin CEO of TradePMR Interviewed by Matt Halloran. Featured in TradePMR Blog

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Work History

8-1998
President and CEO at TradePMR

Education

High School Diploma from Oak Hall School
Education details unavailable from Santa Fe College

More Information

Social Presence :

Prographics :

Exp : 27 Location : Clearwater, Florida, United States Job Level : Leadership Designation : President and CEO at TradePMR
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Insights For Selling To Robb

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robb is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Robb

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Robb move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Robb take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Robb

Personality Compatibility


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