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 This isn’t just another show about theory and outdated advice.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 005 - 4 Genius Insurance Tips To Protect Your Advisory Firm: Insights from An Insurance Industry Veteran - feat. Greg Severinghaus
Join us for an insightful episode of the Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome Greg Severinghaus from Markel.
With over a decade of experience in the insurance industry, Greg shares his journey from economics and financial services to becoming an underwriting manager specializing in financial institutions.
In this episode, we dive deep into the evolving landscape of insurance for financial advisors, discussing the increasing aggressiveness of the SEC, the rise of social engineering claims, and the importance of having the right coverage in place.
Greg emphasizes that you don't have to do anything wrong to get sued, making it crucial for advisors to understand their risks and the importance of insurance.
We also explore best practices for advisors to protect themselves, the significance of clear client agreements, and the value of working with industry niche specialists.
Greg shares valuable insights on how to proactively manage risks and the benefits of thorough insurance applications.
Whether you're an advisor, broker, or simply interested in the financial services industry, this episode is packed with valuable information and practical tips to help you navigate the complexities of insurance.
Key Takeaways:
✅ The importance of insurance in protecting financial advisors
✅ Understanding the risks associated with unregistered securities
✅ Best practices for client agreements and disclosure
✅ The value of working with specialized insurance brokers
Don't miss this opportunity to learn from one of the best in the industry!
Connect with Greg on LinkedIn: https://www.linkedin.com/in/greg-severinghaus-1922b623/
Connect with Chad Ramberg, Owner of Box Professional Insurance: https://www.linkedin.com/in/chad-ramberg-71278533/
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We've created a simple FREE Guide and Checklist, "Top 10 Cybersecurity & Risk Management Best Practices for RIAs" that you can download here 👉 https://go.boxproinsurance.com/ria-risk-management-free-guide
Subscribe to the Advisors Edge Podcast for more expert insights!
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