
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 This isn’t just another show about theory and outdated advice.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
Ep. 17 | Market Volatility & Risk Are Rising: Here’s How to Protect Your RIA During Uncertain Times - feat. Chad and Rob

Ep 016 - The Ugly Truth About Broker-Dealer Compliance Every Financial Advisor Must Know (And How to Go RIA) - feat. Chuck Failla

Ep 015 - The Secret to Turning Every Conversation into a Loyal Client (Most Advisors Miss This!) - feat. Derrick Kinney

Ep 014 - Financial Advisors: The Insurance Industry is a SCAM? The Hard Truth No One Talks About - feat. Steve Zeiger and Barry Flagg

Ep 013 - Advisors: The Top 3 Reasons Why You May Be Losing Clients—And How RevOps Can Fix It Fast! - feat. Ryan Closs

Ep 012 - Advisors! Attract Clients Who Stay for Life: Help Families Win at Both Wealth and Relationships! - feat. Brian Page

Ep 011 - Building Community: How This Industry Legend Is Helping to Transform Women-Led Advisory Firms - feat. Bridget Grimes

Ep 010 - Top Cybersecurity Expert EXPOSES 3 Hidden Threats Every RIA Is Facing In 2025 - feat. Steve Ryder

Ep 009 - 2024's Financial Services Shake-Up Revealed: What Every Advisor Needs To Know for 2025 - feat. Chad and Rob (solo)

Ep 008 - The Ultimate Guide to Maximizing Conference ROI: Insider Tips from NAPFA and Schwab IMPACT 2024! - feat. Chad and Rob (solo)

Ep 007 - From Constraints to Growth: Overcoming Compliance Challenges in Marketing Financial Services - feat. Thayne Gould

Ep 006 - Discover the Hidden Secret to Trust Services: How FiPar Financial Is Helping RIAs Boost Client Retention, Revenue and Profits - feat. Bob and Mark

Ep 005 - 4 Genius Insurance Tips To Protect Your Advisory Firm: Insights from An Insurance Industry Veteran - feat. Greg Severinghaus

Ep 004 - Celebrate Every Win: Proven Strategies to Boost Morale and Performance in Your Team - feat. Chad and Rob (solo)

Ep 003 - "How to Mitigate Hidden Legal Risks in Your Financial Advisory Firm" - feat. Emil Ali, Attorney

Ep 002 - "The Future of Cyber Compliance: What Financial Advisors Need to Know" - feat. Scott Smith

Ep 001 - "Jumping into the Future: AI Solutions Designed for Financial Advisors" - feat. Tim Chaves
