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 This isn’t just another show about theory and outdated advice.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 015 - The Secret to Turning Every Conversation into a Loyal Client (Most Advisors Miss This!) - feat. Derrick Kinney
The Hidden Client Killer in Your Advisory Firm—And How to Fix It Fast!
Join us for a game-changing episode of The Advisors Edge Podcast, where host Rob Jacomen and co-host Chad Ramberg sit down with Derrick Kinney—bestselling author of Good Money Revolution—to reveal the #1 silent business killer financial advisors don’t even realize is costing them clients.
The best advisors aren’t just wealth managers—they’re business owners. And if your systems, messaging, and client experience aren’t dialed in, you’re bleeding revenue without even knowing it.
Derrick is here to show you how to stop the losses—fast.
What You’ll Learn in This Episode:
✅ The hidden client experience mistakes that make advisors lose business.
✅ Why automation & messaging are the secret to scaling (without hiring more staff).
✅ How to turn conversations into clients—and keep them for life.
✅ The one tweak that instantly makes your marketing 10x more effective.
✅ The simple 3-step process to avoid burnout and keep your passion alive.
If you’re working harder but not seeing the results you want, you need to hear this.
💬 Drop a comment below: What’s the biggest challenge keeping you from scaling your advisory business?
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⚠️ If you’re a financial advisor who wants more clients, more revenue, and a better business, this episode is a must-listen.
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Connect with Derrick Kinney:
🔹 Website: https://www.goodmoneyframework.com
🔹 LinkedIn: https://www.linkedin.com/in/derrickkinney/
🔹 Get the Book: Good Money Revolution - https://www.amazon.com/Good-Money-Revolution-Make-More/dp/151077291X
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Follow Us & Stay Connected: 👇
🎙️ Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔹 Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
🔹 Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/
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Special Thanks to Box Professional Insurance
📌 Because great advisors have a plan—protect your business while you grow your firm.
Box Professional specializes in helping RIAs, financial advisors, and wealth managers protect their firms with tailored insurance solutions, so you can focus on growth while we handle the risks.
🔹 Learn more & get protected: https://www.boxproinsurance.com
🔹 Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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🎧 Listen on Spotify, Apple Podcasts, & YouTube—hit subscribe & never miss an episode!
👊 If you found this valuable, hit LIKE, SUBSCRIBE, and DROP A COMMENT below! What’s the biggest challenge you’re facing in your advisory firm? Let us know! 🚀
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