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 This isn’t just another show about theory and outdated advice.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 24 | Why Most RIA Firms Plateau...And the Kaizen System That Breaks the Growth Barrier
If you want to grow your RIA—but feel like you’re stuck in a cycle of complexity, inefficiency, or burnout—this episode might change everything.
Chad Ramberg, President of Box Professional Insurance, joins co-host Rob Jacomen for a special behind-the-scenes episode that unpacks how top-performing firms scale through process, not just hustle.
Chad shares how he’s applying Kaizen (continuous improvement) and lean startup systems—not just to insurance, but to team building, client service, and long-term growth.
You’ll hear firsthand how Box Pro went from reactive workflows to a precise, repeatable “improvement engine” that empowers their team, reduces burnout, and delivers a world-class experience to clients.
This isn’t theory. It’s a practical blueprint built in the trenches.
You’ll Discover:
✅ Why most firms confuse growth with grind—and how to break that pattern
✅ What Kaizen really means (and how to use it to optimize every part of your business)
✅ The power of daily inputs and how BPI built a two-hour rhythm to drive consistent execution
✅ Why "waiting" can be a form of value—and when it's just waste
✅ How to think like an operations designer (even if you’re a visionary)
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
____________
Box Professional Insurance isn’t just a sponsor.
They’re the growth partner behind some of the top-performing RIA firms in the country.
If your current insurance broker just sells you policies—but doesn’t help you build a risk strategy that protects your growth, it’s time to upgrade.
✅ Built-for-RIA coverage
✅ Strategic risk reviews
✅ No gaps. No surprises.
Learn more: https://www.boxproinsurance.com
Book a RIAview™ Risk Strategy Session: https://calendly.com/d/z3t-b6h-xt5
Box Professional Insurance — Be protected. Feel empowered.
🎧 Listen on Apple, Spotify, or YouTube. Subscribe and share if you’re building a leaner, smarter, more scalable RIA firm.
.png)