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Tired of the same boring financial services podcasts? The Advisors Edge Podcast breaks the mold. This isn’t just another show about theory and outdated advice. We’re bringing you the real stories, the cutting-edge tech, and the bold strategies that will give you the competitive edge you need to dominate in today’s fast-paced industry.
Hosted by insiders who know the game, each episode delivers conversations with top leaders, innovators, and disruptors from across the financial services world. Whether it’s AI, fintech, valuations, regulatory compliance, or cybersecurity—we’re covering it. If you’re a financial advisor, RIA, or leader in this space, this is where you’ll find the strategies that actually move the needle.
You won’t just leave with more information—you’ll leave with a blueprint to sharpen your skills, elevate your business, and stay ahead of the competition. If you want to play it safe, go listen to something else. If you’re ready to win, welcome to The Advisors Edge.
38 Episodes
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In this episode of Advisor’s Edge, Chad Ramberg and Chuck Failla sit down with Danny Schwartze to examine a part of advisory firm risk that too often stays in the background until something breaks. This is a conversation about cybersecurity, but not in the abstract. It is about how cyber risk actually shows up inside advisory firms, why client education matters more than most advisors realize, and how a client incident can quickly become a firm problem. WHAT THIS EPISODE COVERS ✅ Wh...
In this episode of Advisor’s Edge, Chad Ramberg and Chuck Failla sit down with Gene Farrell, CEO of Vanilla, to examine a structural shift happening inside advisory firms: Estate planning is no longer optional. For years, most advisors referred estate work out and stepped aside. Clients met with attorneys. Documents were drafted. And the advisor stayed out of the process. But the numbers tell a different story. Roughly 92% of advised clients want their advisor involved in estate planning....
In this first episode of the new 2026 format of the Advisors Edge Podcast, Chad Ramberg and Chuck Failla are joined by Jamie Randazzo of LSP Planning for a candid roundtable conversation about a question many advisors avoid: What is the real difference between asset management and holistic planning? Jamie runs a holistic advisory firm. Chuck has built firms across asset management and planning. Chad brings the risk and second-order consequences advisors often don’t see until it’s too late. Th...
Welcome to the Advisors Edge podcast! In this episode, host Rob Jacomen and co-host Chad Ramberg are thrilled to welcome Steve Ryder, the Chief Strategy Officer for Visory. With over 20 years of experience in the wealth management space, Steve shares invaluable insights into the world of cybersecurity and the importance of having a robust managed service provider. Join us as we discuss: ✅ The critical role of cybersecurity in financial advisory firms ✅ The importance of company cult...
Trust is becoming the most important currency in financial advice...and fee transparency is reshaping how advisors earn it. In this episode of the Advisors Edge Podcast, co-hosts Rob Jacomen and Chad Ramberg sit down with two respected voices in the profession: 🇬🇧 Kanishk, Financial Planner at Compound Wealth Planning (London) 🇺🇸 Phil, Founder of Rebel Financial (United States) Together, they unpack how global trends in transparency, unbundled fees, fiduciary alignment, and education-first ...
In this Season 1 finale of the Advisors Edge Podcast, we sit down with Chuck Failla, Founder of Sovereign Financial Group and goRIA to expose a hard truth most advisors never confront: They’re growing revenue They’re adding clients But they’re not building leverage And eventually, that catches up with them. This episode is not about motivation. It’s about systems. Chuck breaks down the real difference between advisors who stay stuck inside their firm and operators who build businesses tha...
Most RIAs believe they’re “covered” because they have cyber insurance and written compliance policies. That assumption is exactly what gets firms burned during an SEC exam or after a cyber incident. In this episode of the Advisor’s Edge Podcast, we sit down with Mark Brown, Founder of Advisor Armor, and Anthony Patti, President of Advisor Armor, to break down the most dangerous gap we see in RIA firms today: 👉 When your written policies say controls exist… 👉 But your endpoints prove they d...
Most RIAs are paying for risk twice... and still left exposed. You outsource trading/portfolio management to a specialist, but your policy still charges you like you carry that risk. Result: wasted premium on “phantom” exposure while client-facing, compliance, EPLI, and cyber risks aren’t right-sized. In this live, on-the-floor conversation at NAPFA (Washington, D.C.), Chad Ramberg and Rob Jacomen meet Brent Burns (CEO, Asset Dedication) to show how to rebuild coverage around the risk...
Most advisors talk about holistic planning. Daniel Friedman built the system to deliver it. In this episode of The Advisors Edge Podcast, hosts Chad Ramberg and Rob Jacomen sit down with Daniel J. Friedman, CEO & Founding Partner of WMGNA — one of the earliest pioneers of subscription-based planning, tax-integrated financial advice, and multi-generational client service. Daniel drops some of the most important insights the RIA world needs right now: 👉 Why tax-first planning is the new ...
Every advisor wants to be seen as a trusted guide — but most are missing the easiest way to build that trust. In this episode of The Advisors Edge Podcast, host Chad Ramberg sits down with Erinn Andrews, founder of GiveTeam, to reveal how financial advisors can turn charitable planning into a growth engine for their firms. Advisors are managing over $200B in donor-advised-fund assets sitting idle — and clients are looking for guidance. The opportunity? To lead with purpose, not ...
The holy grail of finance is here — instantaneous settlement, regulatory clarity, and fiduciary trust. Prometheum’s Aaron Kaplan reveals how blockchain is quietly reshaping Wall Street’s infrastructure forever. In this episode of The Advisors Edge Podcast, host Rob Jacomen and Chad Ramberg sit down with Aaron Kaplan, Founder & Co-CEO of Prometheum, to unpack the revolutionary shift happening in the financial markets — the movement of securities on-chain. If you’re an RIA, complian...
Most firms fight fires. The best firms fix the system. In this powerful episode, John Sweigart breaks down why most RIAs, advisory leaders, and insurance teams are trapped in renewal chaos and legacy thinking — and how to break free. John brings decades of operational excellence and Kaizen philosophy to the conversation, showing leaders how to: ✅ Stop fixing symptoms and start fixing systems ✅ Apply Kaizen to financial advisory firms — small daily improvements that compound into scal...
Why RIAs Can’t Ignore Insurance Costs (ft. Sean Kevelighan, CEO of the Insurance Information Institute) If your clients don’t have enough insurance, they don’t have enough to invest. That’s the wake-up call Sean Kevelighan, CEO of the Insurance Information Institute, shared on this episode of the Advisors Edge Podcast. This isn’t about insurance fine print. It’s about protecting client portfolios, preserving AUM, and building trust that lasts. Inside this episode: ✅ Why underinsurance is ...
In this episode of the Advisors Edge Podcast, Chad Ramberg sitd down with Ralph Ujano to explore what really drives success in the RIA and wealth management industry. 👉 Forget the noise about tech and shiny tools. Ralph brings it back to the fundamentals — building a business (and a legacy) around service, trust, and helping clients in ways that can’t be automated away. You’ll discover: ✅ Why “helping hands” is the real edge in client relationships. ✅ How the most successful RIAs scale tru...
Most CRMs weren’t built for financial advisors. They were built for sales reps. But Adrian Johnstone saw a better way—and built Practifi to prove it. In this episode, Chad Ramberg sits down with Adrian to break down: ✅ Why generic CRMs like Salesforce and Microsoft crush operational efficiency ✅ How structured + unstructured data are the key to unlocking powerful AI tools ✅ Why CRMs must be built for the entire RIA team—not just advisors ✅ The real reason advisory firms fail at adoption (a...
If you want to grow your RIA—but feel like you’re stuck in a cycle of complexity, inefficiency, or burnout—this episode might change everything. Chad Ramberg, President of Box Professional Insurance, joins co-host Rob Jacomen for a special behind-the-scenes episode that unpacks how top-performing firms scale through process, not just hustle. Chad shares how he’s applying Kaizen (continuous improvement) and lean startup systems—not just to insurance, but to team building, client service, and l...
Why Every RIA Needs an Insurance Strategy — with Amy Kniseley of Highland Capital Brokerage... Let’s be honest… most RIAs don’t love talking about insurance. It feels clunky. Complicated. Full of commissions, compliance, and confusion. But what if we told you it's the missing link in your client planning process? In this episode of The Advisors Edge Podcast, we sit down with Amy Kniseley—Head of Business Development at Highland Capital Brokerage—to unpack the REAL reasons most RIAs ignore...
What does insuring $5M homes, protecting high-net-worth legacies, and rescuing donkeys have in common? Only on The Advisors Edge Podcast. In this powerful and wildly entertaining episode, Rob Jacomen and Chad Ramberg sit down with the legendary Brian Trouette—personal lines insurance strategist and founder of Trouette Insurance Agency. Brian is a specialist in private client risk management for high-net-worth families. But what sets him apart isn’t just what he covers—it’s how he serv...
Think compliance slows you down? Think again. This episode flips the script. Courtney Raymond and Janet Messer from AdvisorLaw join Chad Ramberg and Rob Jacomen to talk about why great compliance is the key to scaling your RIA—faster, safer, and with more freedom. From breakaway advisors to billion-dollar firms, the message is the same: smart compliance isn’t a barrier. It’s a multiplier. What You'll Learn: ✅ How the best RIAs use compliance as a strategic growth tool ✅ Why breakawa...
Join us for a powerful new episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome long-term care industry icon Margie Barrie, Owner and Specialist at ACSIA Partners. If you're a financial advisor serious about protecting your clients' assets and future legacy, this conversation is a must-listen. Drawing from decades of frontline experience, Margie reveals why long-term care planning is no longer optional—and how financial advisors can integrate it seamless...
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