The Advisors Edge Podcast
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 This isn’t just another show about theory and outdated advice.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.
The Advisors Edge Podcast
Latest Episodes
S2E5 | Why Great Advisors Still Get Buried by Bad Tech feat. Christian Solomine, CRO, eMoney
Christian Solomine from eMoney joins Chad and Chuck for a grounded conversation about what advisory firms actually need from planning technology right now.This episode is not about shiny features or abstract AI talk. It is about w...
S2E4 | Why Advisors Don’t Want Another System, and What AI Should Do Instead - feat. Mark Gilbert, CEO, Zocks
Mark Gilbert is the co-founder and CEO of Zocks, an AI platform built specifically for financial advisors. This conversation is not about AI in the abstract. It is about where AI can actually remove friction inside an advisory firm, where the r...
S2E3 | Cybersecurity Is Client Protection: Why RIAs Can’t Treat It as an Afterthought feat. Danny Schwartze
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 cybersecur...
S2E2 | The Estate Advisory Gap: 92% of Clients Want This. Only 24% Get It. feat. Gene Farrell, CEO, Vanilla
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 adv...
S2E1 | Asset Management vs Holistic Planning: Why Most Advisors Get This Wrong
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 i...
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