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 This isn’t just another show about theory and outdated advice.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
S1E31 | The $1 Trillion Opportunity Most Advisors Overlook...and How to Capture It - feat. Erinn Andrews, Founder & CEO
Every advisor wants to be seen as a trusted guide — but most are missing the easiest way to build that trust.
In this episode of The Advisors Edge Podcast, host Chad Ramberg sits down with Erinn Andrews, founder of GiveTeam, to reveal how financial advisors can turn charitable planning into a growth engine for their firms.
Advisors are managing over $200B in donor-advised-fund assets sitting idle — and clients are looking for guidance. The opportunity? To lead with purpose, not products… and become the advisor clients call first when they want to make an impact.
Here’s what you’ll discover inside:
✅ The simple 3-step framework to help clients move from intention to action in charitable giving.
✅ Why “human advice beats portals” — and how to build relationships that algorithms can’t replace.
✅ How local giving data and vetted nonprofits help you build instant credibility with clients.
✅ Real examples of advisors who used this approach to deepen trust and grow assets under management.
✅ How to talk about donor-advised funds confidently — even if you’re not a philanthropy expert.
✅ The new national survey on advisor best practices for DAFs — and how you can be part of shaping the future of charitable advice.
If you want to grow your firm by building deeper relationships and delivering clarity, confidence, and measurable impact — this episode will show you how.
The Link to Erinn's GiveTeam survey (open through Thanksgiving 2025) -
https://iu.co1.qualtrics.com/jfe/form/SV_bDH5fQzbKpPPrM2
👇 Connect with Our Guest:
Erinn Andrews, Founder and CEO at GiveTeam
Website: http://www.thegiveteam.com/
LinkedIn: https://www.linkedin.com/in/erinn-andrews/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔗 Connect with the Hosts:
Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS
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.
🔗 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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