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 This isn’t just another show about theory and outdated advice.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. 17 | Market Volatility & Risk Are Rising: Here’s How to Protect Your RIA During Uncertain Times - feat. Chad and Rob
Join us for a high-stakes episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg break down the real risks RIAs face when the market turns volatile—and what you can do right now to protect your business.
If you lead a financial firm or serve as a CCO, this episode is your wake-up call.
Drawing from industry claims data, market indicators, and firsthand case studies, Rob and Chad reveal how market fear and portfolio losses correlate directly to professional liability claims—and what the smartest firms are doing about it while the market is still soft.
What you'll learn in this episode:
✅ Why the S&P 500 is a leading indicator of E&O claims in financial services
✅ How volatile markets create emotional clients and expensive legal problems
✅ The most common mistakes firms make before a claim ever hits their desk
✅ How to use data to anticipate risk and lock in favorable coverage before prices spike
✅ What the VIX (fear index) tells us about a pending hard market in professional lines
⚠️ If you're a financial advisor watching fear rise in the markets—this episode will give you the data, clarity, and proactive steps you need to protect your business before premiums skyrocket.
This is the strategy episode every RIA needs before renewal season.
💬 Drop a comment below: How are you preparing your firm for increased market volatility?
Follow Us:👇
Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
Founder, Alchemy Content Lab & Niche Mastery Academy
Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance
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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.
Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.
Learn more at https://www.boxproinsurance.com/
Box Professional Insurance:
Be protected. Feel empowered.
To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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