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 This isn’t just another show about theory and outdated advice.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
S1E34 | Your Cyber Policy Won’t Save You If Your Compliance Evidence Is Wrong feat. Advisor Armor
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Most RIAs believe they’re “covered” because they have cyber insurance and written compliance policies.
That assumption is exactly what gets firms burned during an SEC exam or after a cyber incident.
In this episode of the Advisor’s Edge Podcast, we sit down with Mark Brown, Founder of Advisor Armor, and Anthony Patti, President of Advisor Armor, to break down the most dangerous gap we see in RIA firms today:
👉 When your written policies say controls exist…
👉 But your endpoints prove they don’t.
That mismatch is a regulatory landmine.
What you’ll learn in this episode:
✅ Why cybersecurity, compliance evidence, and insurance are three different things
✅ The #1 compliance mistake RIAs make with written policies
✅ How endpoint monitoring exposes gaps auditors care about most
✅ Why “people risk” is still the biggest cyber threat for firms under 100 employees
✅ How cyber claims actually play out when something goes wrong
✅ What RIAs should know about AI tools, data usage, and hidden exposure
This conversation also marks a strategic partnership between Box Professional Insurance and Advisor Armor — bringing together cyber controls, compliance evidence, and insurance strategy into one clarity-first risk model for RIAs.
Next Step for RIAs...
👇 Connect with Our Guests:
Mark Brown, Founder
Advisor Armor
Website: https://www.advisorarmor.com/
LinkedIn: https://www.linkedin.com/in/markbrownadvisor/
Anthony Patti, President
Advisor Armor
LinkedIn: https://www.linkedin.com/in/anthony-patti-750b7b85/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔗 Connect with the Hosts:
Rob Jacomen, Founder, Alchemy Content Lab
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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If you want to understand whether your policies, endpoints, and insurance actually align, schedule a 10 min. Demo with the Advisor Armor Team: https://calendly.com/armor/10min?month=2025-12
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🔔 Subscribe for More
New episodes weekly covering:
→ RIA risk & insurance
→ Compliance blind spots
→ Cyber exposure
→ Fiduciary protection strategies
Subscribe to stay ahead of the risks that most advisors don’t see until it’s too late.
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