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 This isn’t just another show about theory and outdated advice.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
Ep 002 - "The Future of Cyber Compliance: What Financial Advisors Need to Know" - feat. Scott Smith
In this episode of the Advisors Edge podcast, host Rob Jacomen and co-host Chad Ramberg welcome Scott Smith, CEO of Buckler, to discuss the critical intersection of cybersecurity and regulatory compliance in the financial services industry.
Scott shares his journey from practicing law to leading Buckler, a company dedicated to simplifying compliance processes for firms navigating complex regulations.
He explains how Buckler creates streamlined policies that satisfy multiple regulatory requirements, making it easier for firms to demonstrate compliance and protect client data.
The conversation delves into the challenges firms face in aligning IT and compliance efforts, the importance of having a Chief Information Security Officer (CISO), and how Buckler's innovative solutions, including OpenVRM, are transforming vendor risk management.
Join us as we explore the evolving landscape of cybersecurity, the significance of regulatory compliance, and the future of financial services. Whether you're a financial advisor, compliance officer, or simply interested in the intersection of technology and finance, this episode is packed with valuable insights!
Key Topics:
• Scott's background and the founding of Buckler
• The importance of regulatory compliance in cybersecurity
• How Buckler simplifies compliance processes
• The role of IT and compliance in financial services
• Insights on vendor risk management with OpenVRM
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