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 This isn’t just another show about theory and outdated advice.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
S1E36 | The Future of Advisor Trust: How Fee Transparency Is Reshaping Financial Planning (UK & US)
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Trust is becoming the most important currency in financial advice...and fee transparency is reshaping how advisors earn it.
In this episode of the Advisors Edge Podcast, co-hosts Rob Jacomen and Chad Ramberg sit down with two respected voices in the profession:
🇬🇧 Kanishk, Financial Planner at Compound Wealth Planning (London)
🇺🇸 Phil, Founder of Rebel Financial (United States)
Together, they unpack how global trends in transparency, unbundled fees, fiduciary alignment, and education-first client experiences are redefining what it means to serve clients well.
This conversation is not about products, performance, or recommendations...it’s about the principles and processes that help advisors build deeper trust, stronger relationships, and better long-term outcomes for the people they serve.
WHAT YOU’LL LEARN IN THIS EPISODE
• Why fee transparency builds trust faster than anything else
• The shift toward unbundled and clearly-defined fee structures
• How Consumer Duty (U.K.) and fiduciary standards (U.S.) promote clarity and alignment
• Why generalists are struggling — and specialists are winning globally
• The role of education in attracting and serving modern clients
• How advisors can stand out by simplifying complexity
• Why the human element (listening, presence, analog habits) still matters in an AI world
• How continuous improvement (Kaizen) strengthens advisory firms
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👇 Connect with Our Guests:
Phil Ratcliff, AIF®, CFP®, ChFC®, CLU®, CBDA, President
Website: https://rebelfinancial.com/
LinkedIn: https://www.linkedin.com/in/w-phil-ratcliff-aif%C2%AE-cfp%C2%AE-chfc%C2%AE-clu%C2%AE-cbda-2a334220/
Kanishk Swarup, Founder & Principal Adviser
Website: https://compoundwealth.uk/
LinkedIn: https://www.linkedin.com/in/kanishkswarup/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
đź”— Connect with the Hosts:
Rob Jacomen, Founder, Alchemy Content Lab and MGA Distribution Growth Engine™ 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.
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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Compound Wealth Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website https://www.sjp.co.uk/products.
SJP Approved 01/27/2026
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DISCLAIMER
The views shared in this episode reflect the perspectives of the individual guests and hosts. They are not financial advice, investment recommendations, or guidance for specific situations. Always consult a qualified professional before making financial decisions.
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