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 This isn’t just another show about theory and outdated advice.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
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
Ep 012 - Advisors! Attract Clients Who Stay for Life: Help Families Win at Both Wealth and Relationships! - feat. Brian Page
Ep 011 - Building Community: How This Industry Legend Is Helping to Transform Women-Led Advisory Firms - feat. Bridget Grimes
Ep 010 - Top Cybersecurity Expert EXPOSES 3 Hidden Threats Every RIA Is Facing In 2025 - feat. Steve Ryder
Ep 009 - 2024's Financial Services Shake-Up Revealed: What Every Advisor Needs To Know for 2025 - feat. Chad and Rob (solo)
Ep 008 - The Ultimate Guide to Maximizing Conference ROI: Insider Tips from NAPFA and Schwab IMPACT 2024! - feat. Chad and Rob (solo)