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 This isn’t just another show about theory and outdated advice.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
S1E33 | The $250,000 Mistake Most RIAs Make: Paying for Risk Twice (and Still Exposed) - feat. Brent Burns, CEO, Asset Dedication
Most RIAs are paying for risk twice... and still left exposed.
You outsource trading/portfolio management to a specialist, but your policy still charges you like you carry that risk. Result: wasted premium on “phantom” exposure while client-facing, compliance, EPLI, and cyber risks aren’t right-sized.
In this live, on-the-floor conversation at NAPFA (Washington, D.C.), Chad Ramberg and Rob Jacomen meet Brent Burns (CEO, Asset Dedication) to show how to rebuild coverage around the risk you actually retain:
What you’ll learn:
✅ Right-sizing 101: If a specialist holds trade-error risk, adjust your policy and premiums accordingly.
✅ Reallocating limits: Shift protection to where claims really happen for RIAs (relationships, compliance, EPLI, cyber).
✅ Why AI/automation reduce losses: Controls + documentation improve underwriting and outcomes.
✅ “It’s all about the words.” How policy language determines whether a claim pays.
✅ The mission lens: Serve clients first (the “Grandma Betty” story) while cutting renewal chaos.
👇 Connect with Our Guest:
Brent Burns, CEO, Asset Dedication
Website: http://www.assetdedication.com/
LinkedIn: https://www.linkedin.com/in/jbrentburns/
👇 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/
-------------------------------------------
🛡️ 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
-------------------------------------------
Next step...
👉 Book a RIAview™ Policy & Risk Review to identify where you’re over-paying, under-protected, or misaligned — before renewal.
About the show:
The Advisors Edge Podcast gives RIA leaders clarity-first, fiduciary-minded guidance on insurance, cyber, and operational risk—built to reduce total cost of risk while strengthening trust.
.png)