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 This isn’t just another show about theory and outdated advice.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. 21 | Most RIAs are ignoring the #1 risk that could destroy a client’s retirement plan - feat. Amy Kniseley, Highland Capital Brokerage
Why Every RIA Needs an Insurance Strategy — with Amy Kniseley of Highland Capital Brokerage...
Let’s be honest… most RIAs don’t love talking about insurance.
It feels clunky. Complicated. Full of commissions, compliance, and confusion.
But what if we told you it's the missing link in your client planning process?
In this episode of The Advisors Edge Podcast, we sit down with Amy Kniseley—Head of Business Development at Highland Capital Brokerage—to unpack the REAL reasons most RIAs ignore insurance… and how the right strategy can deepen client relationships, drive firm growth, and help you build a more complete financial planning experience.
This isn’t about selling policies.
It’s about solving real problems.
The ones your clients care about most—longevity, long-term care, income security, and legacy planning.
Amy brings 20+ years of experience, hard-earned wisdom, and a refreshing dose of authenticity to a topic that’s overdue for a total mindset shift.
If you’re a fiduciary firm leader looking to close gaps, add value, and retain clients for life—you need this one.
🧠 What You'll Learn:
✅ Why most RIAs get insurance wrong—and how to fix it
✅ The #1 gap in most financial plans (and what clients are begging for)
✅ How Amy helps advisors implement insurance without adding friction
✅ What firms miss when vetting IMO/BGA distribution partners
✅ Why LTC and healthcare planning are now non-negotiables for growth
💬 Drop a comment below:
How are you helping clients address healthcare and longevity risks inside your planning process?
🧠 Connect with our guest:
Amy Kniseley, Head of Business Development, RIA & IBD
LinkedIn: https://www.linkedin.com/in/amy-kniseley-54a2b2b/
Website: https://www.highlandbrokerage.com/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🧠 Connect with the Hosts:
Rob Jacomen, Founder, Niche Growth OS & Niche Mastery Academy
LinkedIn: https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg, President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a protection strategy, not just a policy.
Box Professional helps RIAs safeguard their firms with tailored risk programs, so you can grow without the blind spots.
✅ Real partners.
✅ Built-for-RIA strategies.
✅ 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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👀 Timestamps:
00:00 – Intro + Meet Amy Kniseley
03:45 – Amy’s Origin Story: From Pig Farms to the C-Suite
07:15 – What Most RIAs Get Wrong About Insurance
13:10 – Changing the Perception of Insurance & Distribution
20:50 – Solving the Real Pain Points RIAs Face
26:30 – Why Highland’s Model Works for Fiduciary Firms
33:00 – The Power of Strategic Partnerships and Planning
38:45 – LTC, Healthcare Risk, and Legacy Conversations
44:10 – Amy’s Legacy: Authentic Leadership and Leaving People Better
🎧 Listen to the full episode on Spotify, Apple Podcasts, and YouTube.
Subscribe, comment, and share if you’re serious about building a resilient, value-driven advisory business.
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