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 This isn’t just another show about theory and outdated advice.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
S2E5 | Why Great Advisors Still Get Buried by Bad Tech feat. Christian Solomine, CRO, eMoney
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Christian Solomine from eMoney joins Chad and Chuck for a grounded conversation about what advisory firms actually need from planning technology right now.
This episode is not about shiny features or abstract AI talk. It is about what happens when firms need technology that helps advisors think clearly, train consistently, reduce operational drag, and create a better client experience without adding more complexity.
In this episode, Chad and Chuck talk with Christian about the advisor talent gap, why explainable planning matters more than black-box outputs, what firms really want from their tech stack, and how self-service planning tools may become a real growth and retention advantage.
What You’ll Discover:
✅ Why newer advisors need better on-ramps, not just better recruiting
✅ How software can help train advisors while they do the work
✅ Why 'explainability' matters more than speed in financial planning
✅ The difference between AI-looking outputs and truly repeatable planning logic
✅ Why consistency across the firm matters more than saving a few minutes
✅ What advisors really mean when they say they do not want another screen
✅ How integration fatigue creates operational drag for firms and clients
✅ Why self-service planning tools may become a real growth and retention strategy
For advisors, this matters because better technology is not just about efficiency. It is about producing planning work that is easier to explain, easier to repeat, and easier to scale across a real firm. The upside is not another layer of software. It is less drag, better client experience, stronger advisor development, and a more durable operating model.
A grounded conversation for advisors thinking seriously about planning technology, advisor development, and what good infrastructure should actually do inside the firm.
ABOUT THE GUEST
Christian Solomine is with eMoney and brings a broad SaaS and technology background into the financial planning space. In this episode, he shares how he thinks about advisor workflows, repeatability, integrations, and the role planning technology should play inside a modern RIA.
Connect with him on LinkedIn: https://www.linkedin.com/in/christiansolomine/
ABOUT THE HOSTS:
Chuck Failla
Founder, Sovereign Financial Group & GoRIA
https://www.linkedin.com/in/charlesfailla/
https://www.goria.com
Chad Ramberg
President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
SPONSOR:
Special thanks to Box Professional Insurance for supporting Advisor’s Edge.
Box Professional helps RIAs understand where operational and risk exposure actually shows up — before it becomes a claim.
Learn more: https://www.boxproinsurance.com
DISCLAIMER
The views shared in this episode reflect the perspectives of the hosts and guest. They are not financial advice or investment recommendations. Always consult a qualified professional regarding your specific situation.
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