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 This isn’t just another show about theory and outdated advice.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.
Episodes
S2E2 | The Estate Advisory Gap: 92% of Clients Want This. Only 24% Get It. feat. Gene Farrell, CEO, Vanilla
S2E1 | Asset Management vs Holistic Planning: Why Most Advisors Get This Wrong
S1E36 | The Future of Advisor Trust: How Fee Transparency Is Reshaping Financial Planning (UK & US)
S1E35 | Why Most Advisors Never Build Real Leverage (And Stay Trapped in Their Own Firm) feat. Chuck Failla
S1E34 | Your Cyber Policy Won’t Save You If Your Compliance Evidence Is Wrong feat. Advisor Armor
S1E33 | The $250,000 Mistake Most RIAs Make: Paying for Risk Twice (and Still Exposed) - feat. Brent Burns, CEO, Asset Dedication
S1E32 | The Death of AUM? How Subscription Planning Is Reshaping the Future of Financial Advice - feat. Daniel Friedman, CEO of WMGNA
S1E31 | The $1 Trillion Opportunity Most Advisors Overlook...and How to Capture It - feat. Erinn Andrews, Founder & CEO
S1E30 | How Blockchain Will Redefine Custody & Compliance for the RIA Industry - feat. Aaron Kaplan, Prometheum
Ep 28 | Kaizen: The Secret Growth Engine Top RIAs Use to Scale Without Chaos | feat. John Sweigart
Ep 27 | Why RIAs Keep Losing Millions By Ignoring This Blind Spot | feat. Sean KIevelighan
Ep 26 | Helping Hands: Why Service Will Always Be the Future of Advisory Firms - feat. Ralph Ujano
Ep 25 | The $10M Mistake Advisory Firms Make When Choosing a CRM - feat. Adrian Johnstone, CEO of Practifi
Ep 24 | Why Most RIA Firms Plateau...And the Kaizen System That Breaks the Growth Barrier
Ep 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott Gill
Ep 22 | He Quietly Built a $100M RIA... Here’s the Philosophy That Made It Possible - feat. Steve Selengut
Ep. 21 | Most RIAs are ignoring the #1 risk that could destroy a client’s retirement plan - feat. Amy Kniseley, Highland Capital Brokerage
Ep. 20 | From Risk to Rescue: How Brian Trouette Protects Wealth, Relationships, and Donkeys - feat. Brian Trouette, Founder, Trouette Insurance Agency
Ep. 19 | Why Compliance Isn’t the Enemy of Growth for RIAs: 3 Keys to Scaling Your Firm - feat. Courtney and Janet from AdvisorLaw
Ep. 18 | Why RIAs & Financial Advisors Who Ignore Long-Term Care Planning Risk Their Clients’ Wealth - feat. Margie Barrie
Ep. 17 | Market Volatility & Risk Are Rising: Here’s How to Protect Your RIA During Uncertain Times - feat. Chad and Rob
Ep 016 - The Ugly Truth About Broker-Dealer Compliance Every Financial Advisor Must Know (And How to Go RIA) - feat. Chuck Failla
Ep 015 - The Secret to Turning Every Conversation into a Loyal Client (Most Advisors Miss This!) - feat. Derrick Kinney
Ep 014 - Financial Advisors: The Insurance Industry is a SCAM? The Hard Truth No One Talks About - feat. Steve Zeiger and Barry Flagg
Ep 013 - Advisors: The Top 3 Reasons Why You May Be Losing Clients—And How RevOps Can Fix It Fast! - feat. Ryan Closs