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 This isn’t just another show about theory and outdated advice.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 26 | Helping Hands: Why Service Will Always Be the Future of Advisory Firms - feat. Ralph Ujano
In this episode of the Advisors Edge Podcast, Chad Ramberg sitd down with Ralph Ujano to explore what really drives success in the RIA and wealth management industry.
👉 Forget the noise about tech and shiny tools. Ralph brings it back to the fundamentals — building a business (and a legacy) around service, trust, and helping clients in ways that can’t be automated away.
You’ll discover:
✅ Why “helping hands” is the real edge in client relationships.
âś… How the most successful RIAs scale trust before they scale technology.
✅ Where AI and automation actually fit — and where they never will.
âś… The cultural mindset that separates thriving firms from the rest.
✅ Ralph’s personal journey, lessons learned, and the one principle he never compromises on.
If you’re a financial advisor, RIA leader, or firm owner who’s serious about building for the next decade, this is an episode you can’t afford to miss.
⚡ Don’t miss Ralph’s timeless reminder:
"We don’t just manage money. We serve people. And that’s where the future will always be won."
👇 Connect with Our Guest:
Ralph Ujano Jr, CPA, CFP®, MS
Founder & CEO
The Ujano Advisory Group LLC
LinkedIn: https://www.linkedin.com/in/ralphujano/
Helping Hands for Single Moms: https://helpinghandsforsinglemoms.org/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
đź”— 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 backup plan they can depend on.
Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk.
đź”— Learn more at: https://www.boxproinsurance.com
Box Professional Insurance — Build boldly. We’ll protect what matters.
📞 Book a RIAview™ Risk Strategy Call: https://calendly.com/d/z3t-b6h-xt5
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