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 This isn’t just another show about theory and outdated advice.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 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott Gill
How to Build, Scale, and Lead a High-Performance RIA Team — with Scott Gill of Synergy & Chad Ramberg of BPI.
Most advisors talk about growth.
Very few actually build a business that scales without breaking them—or their team.
In this powerhouse episode of the Advisors Edge Podcast, host Rob Jacomen sits down with two firm builders—Scott Gill, founder of Synergy, and Chad Ramberg, President of Box Professional Insurance—for an unfiltered conversation on what it really takes to go from solo hustle… to sustainable scale.
You’ll learn the systems, leadership mindsets, and operational frameworks that separate high-performing RIAs from the ones that stay stuck at the same level year after year.
They don’t hold back.
Whether you’re launching your firm or hitting growing pains at $100M+, this is your roadmap to build the team, vision, and infrastructure your business deserves.
What You'll Discover:
✅ Why most founders stay stuck (and how to break the “founder bottleneck”)
✅ The real reason your team isn’t scaling with you—and how to fix it
✅ How to build culture, clarity, and accountability in a remote-first firm
✅ When to let go of control—and how to train someone to replace you
✅ Why process without purpose kills momentum (and how to fix it with Kaizen)
💬 Comment below: What’s been your biggest challenge when trying to grow your firm beyond yourself?
🔗 Connect with our guest:
Scott P. Gill, MBA, IACCP®, Founder & CEO, Synergy RIA Compliance Solutions
LinkedIn: https://www.linkedin.com/in/scottpgill/
Website: http://www.synergyriacompliance.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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🎧 Listen on Apple, Spotify, and YouTube.
Subscribe and share if you’re serious about building a firm that scales with purpose.
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