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 This isn’t just another show about theory and outdated advice.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 004 - Celebrate Every Win: Proven Strategies to Boost Morale and Performance in Your Team - feat. Chad and Rob (solo)
In this episode, we dive deep into the importance of celebrating wins within our teams and how asking better questions can transform our relationships and business outcomes.
Our Mission and Purpose:
At Advisors Edge, our mission is to make a meaningful difference in the financial advisory and financial services world.
We believe that by sharing real stories, actionable strategies, and insights from industry leaders, we can empower advisors to elevate their practices and serve their clients better.
Our vision is to create a community where financial professionals can learn, grow, and thrive together.
In This Episode, We Discuss:
✅ The significance of celebrating wins, no matter how big or small, and how it fosters a positive team culture.
✅ The power of asking better questions to build trust and strengthen relationships with clients and team members.
✅ The importance of patience in the sales process and how it can lead to more meaningful connections and successful outcomes.
✅ Real-life examples of how our team members have achieved significant wins and the steps they took to get there.
✅ The value of creating a structured sales cadence that focuses on quality over quantity, ensuring that every outreach is impactful.
Key Takeaways:
→ Winners ask better questions and celebrate every win, creating a culture of recognition and motivation.
→ Building trust is a gradual process that requires consistent effort and genuine engagement.
→ Patience is a critical skill in sales; it allows for deeper connections and better understanding of client needs.
→ Quality outreach, even in smaller quantities, can yield better results than a high volume of generic interactions.
→ Every team member contributes to the overall success of the organization, and their wins deserve recognition.
Join us as we explore these themes and more, providing you with the tools and insights you need to enhance your practice and make a lasting impact in the financial services industry.
If you find value in our message, please subscribe to our channel and share your thoughts in the comments. We are here to serve you and help you gain the edge you need to succeed.
Thank you for being part of our journey!
Follow Us:
Advisor's Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast
Rob Jacomen LinkedIn: https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg LinkedIn: https://www.linkedin.com/in/chad-ramberg-71278533/
Key Moments (timestamps):
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