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 This isn’t just another show about theory and outdated advice.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
S2E8 | The Highest-ROI Hire in Wealth Management Isn't an Advisor feat. Steve Perry
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Most advisory firms assume growth slows because they need more leads.
More marketing.
More referrals.
More content.
More lead generation.
Steve Perry argues the opposite.
Growth often stalls because firms run out of organizational capacity long before they run out of demand.
In this episode of Advisor's Edge, Chad Ramberg and Chuck Failla sit down with Steve Perry, Founder & CEO of The Well, to discuss why talent acquisition may be one of the most overlooked drivers of enterprise value in wealth management.
The conversation goes far beyond recruiting.
It explores founder leverage, succession planning, operational leadership, organizational design, human capital economics, and why firms that scale successfully think differently about talent.
What You'll Learn
✅ Why talent acquisition may be the second half of organic growth
✅ The hidden growth bottlenecks inside many advisory firms
✅ Why succession problems often begin years before retirement
✅ The operational leverage created by great COO hires
✅ Why retention is often a role-design problem
✅ How remote work changes access to elite talent
✅ Why human capital may be the most undervalued investment in wealth management
ABOUT THE GUEST
Steve Perry is Founder & CEO of The Well.
The Well helps growth-stage RIAs and independent wealth management firms recruit advisors, leadership talent, and operational staff needed to scale.
🔗 LinkedIn:
https://www.linkedin.com/in/realsteveperry/
🔗 Website:
ABOUT ADVISORS EDGE
Advisor's Edge is hosted by Chad Ramberg and Charles "Chuck" Failla.
The show helps advisors, firm owners, and operators think more clearly about the decisions that shape growth, leadership, operations, risk management, and long-term enterprise value.
Chad Ramberg
President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
Charles "Chuck" Failla, CFP
Founder + CEO, Sovereign Financial Group, Inc.
https://www.linkedin.com/in/charlesfailla/
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:
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CHAPTERS
00:00 Introduction & Why Most Firms Treat Hiring Like a Fire Drill
01:26 The Well's Core Thesis: Talent Acquisition Is Growth
03:20 Why Advisory Firms Struggle to Build Capacity
06:08 The Hiring Mistakes Firms Keep Repeating
10:18 Hire Fast, Fire Fast? Steve's Philosophy Explained
12:27 Why Retention Problems Start in the Job Description
15:08 The Real Cost of the Wrong Hire
17:10 The Most Undervalued Investment in Wealth Management
20:03 What Enterprise Value Has to Do With Talent
23:12 The Advisor Talent Gap Nobody Talks About
28:48 The Successor You Needed Three Years Ago
30:33 Building Trust Before Handing Over Relationships
34:46 The Hire That Gives Founders Their Company Back
36:56 When Should a Firm Hire a COO?
38:11 Remote Work and Access to Better Talent
41:02 What Growth-Stage Firms Get Wrong About Hiring
43:37 Why Steve Built The Well
46:05 Final Thoughts on Growth, Talent, and Scale
DISCLAIMER
This episode is for informational and educational purposes only and should not be construed as investment, legal, tax, insurance, or compliance advice.
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