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 This isn’t just another show about theory and outdated advice.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
40 episodes
S2E5 | Why Great Advisors Still Get Buried by Bad Tech feat. Christian Solomine, CRO, eMoney
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 w...
S2E4 | Why Advisors Don’t Want Another System, and What AI Should Do Instead - feat. Mark Gilbert, CEO, Zocks
Mark Gilbert is the co-founder and CEO of Zocks, an AI platform built specifically for financial advisors. This conversation is not about AI in the abstract. It is about where AI can actually remove friction inside an advisory firm, where the r...
S2E3 | Cybersecurity Is Client Protection: Why RIAs Can’t Treat It as an Afterthought feat. Danny Schwartze
In this episode of Advisor’s Edge, Chad Ramberg and Chuck Failla sit down with Danny Schwartze to examine a part of advisory firm risk that too often stays in the background until something breaks.This is a conversation about cybersecur...
S2E2 | The Estate Advisory Gap: 92% of Clients Want This. Only 24% Get It. feat. Gene Farrell, CEO, Vanilla
In this episode of Advisor’s Edge, Chad Ramberg and Chuck Failla sit down with Gene Farrell, CEO of Vanilla, to examine a structural shift happening inside advisory firms:Estate planning is no longer optional.For years, most adv...
S2E1 | Asset Management vs Holistic Planning: Why Most Advisors Get This Wrong
In this first episode of the new 2026 format of the Advisors Edge Podcast, Chad Ramberg and Chuck Failla are joined by Jamie Randazzo of LSP Planning for a candid roundtable conversation about a question many advisors avoid:What i...
S1E36 | The Future of Advisor Trust: How Fee Transparency Is Reshaping Financial Planning (UK & US)
Trust is becoming the most important currency in financial advice...and fee transparency is reshaping how advisors earn it.In this episode of the Advisors Edge Podcast, co-hosts Rob Jacomen and Chad Ramberg sit down with two respected v...
S1E35 | Why Most Advisors Never Build Real Leverage (And Stay Trapped in Their Own Firm) feat. Chuck Failla
In this Season 1 finale of the Advisors Edge Podcast, we sit down with Chuck Failla, Founder of Sovereign Financial Group and goRIA to expose a hard truth most advisors never confront:They’re growing revenueThey’re adding clients
S1E34 | Your Cyber Policy Won’t Save You If Your Compliance Evidence Is Wrong feat. Advisor Armor
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’...
S1E33 | The $250,000 Mistake Most RIAs Make: Paying for Risk Twice (and Still Exposed) - feat. Brent Burns, CEO, Asset Dedication
Most RIAs are paying for risk twice... and still left exposed.You outsource trading/portfolio management to a specialist, but your policy still charges you like you carry that risk. Result: wasted premium on “phantom” exposure whi...
S1E32 | The Death of AUM? How Subscription Planning Is Reshaping the Future of Financial Advice - feat. Daniel Friedman, CEO of WMGNA
Most advisors talk about holistic planning.Daniel Friedman built the system to deliver it.In this episode of The Advisors Edge Podcast, hosts Chad Ramberg and Rob Jacomen sit down with Daniel J. Friedman, CEO & Founding Partner ...
S1E31 | The $1 Trillion Opportunity Most Advisors Overlook...and How to Capture It - feat. Erinn Andrews, Founder & CEO
Every advisor wants to be seen as a trusted guide — but most are missing the easiest way to build that trust.In this episode of The Advisors Edge Podcast, host Chad Ramberg sits down with Erinn Andrews, founder of GiveTeam, to reveal ho...
S1E30 | How Blockchain Will Redefine Custody & Compliance for the RIA Industry - feat. Aaron Kaplan, Prometheum
The holy grail of finance is here — instantaneous settlement, regulatory clarity, and fiduciary trust. Prometheum’s Aaron Kaplan reveals how blockchain is quietly reshaping Wall Street’s infrastructure forever.In this episode of T...
Ep 28 | Kaizen: The Secret Growth Engine Top RIAs Use to Scale Without Chaos | feat. John Sweigart
Most firms fight fires. The best firms fix the system.In this powerful episode, John Sweigart breaks down why most RIAs, advisory leaders, and insurance teams are trapped in renewal chaos and legacy thinking — and how to break fre...
Ep 27 | Why RIAs Keep Losing Millions By Ignoring This Blind Spot | feat. Sean KIevelighan
Why RIAs Can’t Ignore Insurance Costs (ft. Sean Kevelighan, CEO of the Insurance Information Institute)If your clients don’t have enough insurance, they don’t have enough to invest.That’s the wake-up call Sean Kevelighan, CEO of...
Ep 26 | Helping Hands: Why Service Will Always Be the Future of Advisory Firms - feat. Ralph Ujano
In this episode of the Advisors Edge Podcast, Chad Ramberg sitd down with Ralph Ujano to explore what really drives success in the RIA and wealth management industry.👉 Forget the noise about tech and shiny tools. Ralph brings it back to...
Ep 25 | The $10M Mistake Advisory Firms Make When Choosing a CRM - feat. Adrian Johnstone, CEO of Practifi
Most CRMs weren’t built for financial advisors.They were built for sales reps.But Adrian Johnstone saw a better way—and built Practifi to prove it.In this episode, Chad Ramberg sits down with Adrian to break down:✅ W...
Ep 24 | Why Most RIA Firms Plateau...And the Kaizen System That Breaks the Growth Barrier
If you want to grow your RIA—but feel like you’re stuck in a cycle of complexity, inefficiency, or burnout—this episode might change everything.Chad Ramberg, President of Box Professional Insurance, joins co-host Rob Jacomen for a specia...
Ep 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott Gill
How to Build, Scale, and Lead a High-Performance RIA Team — with Scott Gill of Synergy & Chad Ramberg of BPI.Most advisors talk about growth.Very few actually build a business that scales without breaking them—or their team....
Ep 22 | He Quietly Built a $100M RIA... Here’s the Philosophy That Made It Possible - feat. Steve Selengut
Retirement planning isn’t about theory—it’s about income.In this episode of The Advisors Edge Podcast, we sit down with legendary income coach and veteran investment advisor Steve Selengut, who built and sold a $100M+ RIA by focusing on...
Ep. 21 | Most RIAs are ignoring the #1 risk that could destroy a client’s retirement plan - feat. Amy Kniseley, Highland Capital Brokerage
Why Every RIA Needs an Insurance Strategy — with Amy Kniseley of Highland Capital Brokerage...Let’s be honest… most RIAs don’t love talking about insurance.It feels clunky. Complicated. Full of commissions, compliance, and confu...
Ep. 20 | From Risk to Rescue: How Brian Trouette Protects Wealth, Relationships, and Donkeys - feat. Brian Trouette, Founder, Trouette Insurance Agency
What does insuring $5M homes, protecting high-net-worth legacies, and rescuing donkeys have in common?Only on The Advisors Edge Podcast.In this powerful and wildly entertaining episode, Rob Jacomen and Chad Ramberg sit down with ...
Ep. 19 | Why Compliance Isn’t the Enemy of Growth for RIAs: 3 Keys to Scaling Your Firm - feat. Courtney and Janet from AdvisorLaw
Think compliance slows you down? Think again.This episode flips the script.Courtney Raymond and Janet Messer from AdvisorLaw join Chad Ramberg and Rob Jacomen to talk about why great compliance is the key to scaling your R...
Ep. 18 | Why RIAs & Financial Advisors Who Ignore Long-Term Care Planning Risk Their Clients’ Wealth - feat. Margie Barrie
Join us for a powerful new episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome long-term care industry icon Margie Barrie, Owner and Specialist at ACSIA Partners.If you're a financial advisor seriou...
Ep. 17 | Market Volatility & Risk Are Rising: Here’s How to Protect Your RIA During Uncertain Times - feat. Chad and Rob
Join us for a high-stakes episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg break down the real risks RIAs face when the market turns volatile—and what you can do right now to protect your business.If you...
Ep 016 - The Ugly Truth About Broker-Dealer Compliance Every Financial Advisor Must Know (And How to Go RIA) - feat. Chuck Failla
Join us for an incredible episode of The Advisor's Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome industry veteran and RIA pioneer Chuck Failla, founder of Sovereign Financial Group, Inc. and GoRIA.com.Most financial ...