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 This isn’t just another show about theory and outdated advice.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.
Episodes
51 episodes
S2E16 | AI Can Help Advisors Make Decisions. It Shouldn't Make Them feat. Dan Zimon
AI tools can produce answers that sound remarkably confident.For financial advisors, the harder question is what happens when that output touches a consequential client decision.Where should AI assistance end and human judgment be...
S2E15 | RIAs Can't Automate What They Haven't Standardized
AI is moving quickly inside advisory firms.But before an RIA starts automating more of its work, there is a more fundamental operating question:Is there a clear process to automate in the first place?In this episode of T...
S2E14 | What Happens When Your RIA’s Cybersecurity Plan Gets Tested?
Having a cybersecurity plan is one thing.Knowing what happens when your firm actually has to use it is another.For RIAs, that difference can expose practical gaps that have little to do with buying another security tool: unclear...
S2E13 | Before Your RIA Adds More AI, Ask This Question feat. Daleele Alison
Adding more AI to an already complicated technology stack doesn't automatically make an RIA more efficient.Before adding another tool, there's a more important question to answer:What problem are you actually trying to solve?...
S2E12 | The Tech Gaps RIAs Don’t Know to Look For feat. Regina Schumaker
A technology problem inside an advisory firm rarely stays isolated to technology.An email change can affect archiving. An old employee credential can remain active. A computer prepared before a breakaway can still contain programs contro...
S2E11 | The Founder Trap Keeping RIAs From Scaling feat. Jarrod Upton
Most advisory firms don't stop growing because they run out of clients.They stop growing because the systems, leadership habits, and decision-making that created early success eventually become the very things holding the firm back....
S2E10 | RIAs: Don't Let AI Touch Your Client Data Until You Close This One Gap feat. Arnold Hsu
Every RIA is about to make a decision about AI and their client data. Most are about to make it wrong.In this episode of Advisor's Edge, Chad Ramberg and Charles "Chuck" Failla, CFP® sit down with Arnulf (Arnold) Hsu, CEO of GReminders, ...
S2E9 | The Job Advisors Got Paid For Is Now a Commodity feat. Anna Rathbun
For decades, financial advisors were paid for access to information, investment selection, and market expertise.Today, much of that has become a commodity.The advisors creating the most value aren't simply choosing investments—the...
S2E8 | The Highest-ROI Hire in Wealth Management Isn't an Advisor feat. Steve Perry
Most advisory firms assume growth slows because they need more leads.More marketing.More referrals.More content.More lead generation.Steve Perry argues the opposite.Growth often st...
S2E7 | Basis Points Are the "Silent Killer" of RIA Profits — Here's the Fix
In this episode, they go deeper into what few in the industry are talking about—unpacking why hidden RIA platform economics may be quietly impacting advisor profitability—and what firm leaders can do about it. Andrew J. Evans, MBA, ...
S2E6 | Why RIAs Need Operational Infrastructure — Not Just Independence feat. Julien Mordecai
Julien Mordecai from All Back Office joins Chad and Chuck for a grounded conversation about what independence actually requires after the RIA launch decision is made.This episode is not about romanticizing independence or comparing custo...
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...
S1E36 | The Future of Advisor Trust: How Fee Transparency Is Reshaping Financial Planning (UK & US)
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 v...
S1E35 | Why Most Advisors Never Build Real Leverage (And Stay Trapped in Their Own Firm) feat. Chuck Failla
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 revenueThey’re adding clients
S1E34 | Your Cyber Policy Won’t Save You If Your Compliance Evidence Is Wrong feat. Advisor Armor
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’...
S1E33 | The $250,000 Mistake Most RIAs Make: Paying for Risk Twice (and Still Exposed) - feat. Brent Burns, CEO, Asset Dedication
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 whi...
S1E32 | The Death of AUM? How Subscription Planning Is Reshaping the Future of Financial Advice - feat. Daniel Friedman, CEO of WMGNA
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 ...
S1E31 | The $1 Trillion Opportunity Most Advisors Overlook...and How to Capture It - feat. Erinn Andrews, Founder & CEO
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 ho...
S1E30 | How Blockchain Will Redefine Custody & Compliance for the RIA Industry - feat. Aaron Kaplan, Prometheum
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 T...
Ep 28 | Kaizen: The Secret Growth Engine Top RIAs Use to Scale Without Chaos | feat. John Sweigart
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 fre...
Ep 27 | Why RIAs Keep Losing Millions By Ignoring This Blind Spot | feat. Sean KIevelighan
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...