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 This isn’t just another show about theory and outdated advice.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. 19 | Why Compliance Isn’t the Enemy of Growth for RIAs: 3 Keys to Scaling Your Firm - feat. Courtney and Janet from AdvisorLaw
Think compliance slows you down? Think again.
This episode flips the script.
Courtney Raymond and Janet Messer from AdvisorLaw join Chad Ramberg and Rob Jacomen to talk about why great compliance is the key to scaling your RIA—faster, safer, and with more freedom.
From breakaway advisors to billion-dollar firms, the message is the same: smart compliance isn’t a barrier. It’s a multiplier.
What You'll Learn:
✅ How the best RIAs use compliance as a strategic growth tool
✅ Why breakaway advisors don’t need to fear complexity
✅ What the biggest compliance mistakes are—and how to avoid them
✅ How tech (like Nexus) is changing the game for CCOs
✅ Why every RIA needs a plan, a process, and a partner
💬 Drop a comment below: Are you building a compliance foundation that empowers your RIA to grow?
🧠 Connect with our guests from AdvisorLaw:
Courtney Raymond – RIA Growth Consultant
LinkedIn: https://www.linkedin.com/in/courtneyrw/
Website: https://advisorlawllc.com/
Janet Messer – Outsourced CCO & Compliance Specialist
LinkedIn: https://www.linkedin.com/in/janet-messer-9b6884250/
Website: https://advisorlawllc.com/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🧠 Connect with the Hosts:
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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🛡️ Box Professional Insurance isn’t just a sponsor. They’re the strategic risk partner behind the most successful RIA firms.
When the market shifts and a claim hits, it’s too late to ask, “Do we have the right coverage?”
Box Pro works with RIAs to engineer protection strategies that do more than check boxes—they protect reputations, preserve relationships, and keep growth on track.
✅ Real partners.
✅ Built-for-RIA policies.
✅ No gaps. No surprises.
🔗 Learn more: https://www.boxproinsurance.com
Box Professional Insurance — Build boldly. We'll protect what matters.
📅 To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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🎧 Listen to the full episode on Spotify, Apple Podcasts, and YouTube.
Subscribe, comment, and share if you're serious about building a resilient, growth-ready RIA.
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