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 This isn’t just another show about theory and outdated advice.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
S2E7 | Basis Points Are the "Silent Killer" of RIA Profits — Here's the Fix
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode, they go deeper into what few in the industry are talking about—unpacking why hidden RIA platform economics may be quietly impacting advisor profitability—and what firm leaders can do about it.
Andrew J. Evans, MBA, CEO of Rossby Financial, joins Chad Ramberg and Rob Jacomen for a grounded conversation about advisor infrastructure, operational control, pricing transparency, and the future structure of advisory firms.
WHAT THIS EPISODE COVERS
- basis-point opacity
- operational constraints
- advisor profitability
- compliance friction
- hyper-specialization
- AI and infrastructure
- capital allocation inside advisory firms
- relationship-driven growth
- execution discipline
WHY THIS EPISODE MATTERS
Many advisors understand the economics leaving the business.
Far fewer can clearly explain:
- what operational value scales alongside those economics
- what infrastructure actually improves outcomes
- what flexibility gets lost in the process
This conversation reframes advisory infrastructure through the lens of operational control, execution, and long-term scalability.
About The Guest
Andrew J. Evans, MBA is the CEO of Rossby Financial.
Rossby Financial focuses on advisor infrastructure, operational flexibility, and transparent economics designed to help advisors retain more control over how they build and operate their firms.
LinkedIn:
https://www.linkedin.com/in/andrewjevans/
Website:
https://rossbyfinancial.com/
About The Hosts
Chad Ramberg
President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
Rob Jacomen
Founder & CEO, IDA
https://www.linkedin.com/in/rob-jacomen/
Sponsor
Special thanks to Box Professional Insurance for supporting The Advisor's Edge Podcast.
You already know the back office is where the liability hides.
The miscalculated fee.
The onboarding step that got skipped.
The vendor handling client data you've never actually vetted.
Most RIA insurance policies weren't built with any of that in mind.
BPI was. They help advisors find the exposure before it finds them.
Take the FREE C³ Coverage Diagnostic and get your score in under 2 minutes.
RIA Coverage Diagnostic Assessment
https://www.boxproinsurance.com/
CHAPTERS
00:00 — Intro and advisor infrastructure discussion
02:15 — Why platform economics frustrate advisors
04:55 — Basis-point opacity and operational transparency
08:06 — The operational double bind advisors face
12:40 — Infrastructure, compliance, and advisor autonomy
19:35 — “Pricing is ethics”
21:20 — Why advisors need fewer but better accounts
31:18 — Why large firms may struggle in the AI era
38:48 — Hyper-specialization and competitive advantage
40:00 — Execution vs. strategy
43:56 — “You still have to go out and meet them”
46:56 — Leadership philosophy and getting things right
DISCLAIMER
The views expressed in this episode are those of the hosts and guest and are provided for informational purposes only.
This content should not be considered investment, legal, compliance, or financial advice.
Advisors should consult their own legal, compliance, and business professionals regarding their specific situation.
.png)