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 This isn’t just another show about theory and outdated advice.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 006 - Discover the Hidden Secret to Trust Services: How FiPar Financial Is Helping RIAs Boost Client Retention, Revenue and Profits - feat. Bob and Mark
Welcome to the Advisors Edge Podcast! In this exciting episode, host Rob Jacomen and co-host Chad Ramberg sit down with industry veterans Bob Fletcher and Mark Clemons from FiPar Financial.
With decades of experience in the trust services industry, Bob and Mark share their insights on how FiPar is revolutionizing the way Registered Investment Advisors (RIAs) can offer Trust Services to their clients.
Join us as we dive into:
✅ The unique challenges faced by Trust Departments and how FiPar helps mitigate risks.
✅ The growing interest among RIAs to incorporate Trust services and the pitfalls to avoid.
✅ FiPar's innovative "Private RIA Trust" model, which provides a turnkey solution for RIAs without the regulatory headaches.
✅ The importance of personal relationships in the Trust industry and how FiPar connects RIAs with experienced Independent Professional Trust Counselors (IPTCs).
✅ Strategies for RIAs to retain clients and grow their business through Trust services.
Whether you're an RIA looking to expand your offerings or simply interested in the evolving landscape of trust services, this episode is packed with valuable insights and practical advice. Don't miss out!
To connect with Bob and Mark:
Bob Fletcher LinkedIn: https://www.linkedin.com/in/bob-fletcher-ctfa-cisp-cfmp-bank-trust-consultant-973b9221/
Mark Clemons: https://www.linkedin.com/in/mark-e-clemons-b4712719/
👉Subscribe to our channel for more episodes and insights from industry experts!
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/
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