The Advisors Edge Podcast
By Rob Jacomen & Chad Ramberg
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Rob Jacomen & Chad Ramberg
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 1
Reviews: 0
Episodes: 42
Description
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 This isn’t just another show about theory and outdated advice.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.
| Episode | Date |
|---|---|
|
S2E7 | Basis Points Are the "Silent Killer" of RIA Profits — Here's the Fix
|
Jun 02, 2026 |
|
S2E6 | Why RIAs Need Operational Infrastructure — Not Just Independence feat. Julien Mordecai
|
May 19, 2026 |
|
S2E5 | Why Great Advisors Still Get Buried by Bad Tech feat. Christian Solomine, CRO, eMoney
|
Apr 28, 2026 |
|
S2E4 | Why Advisors Don’t Want Another System, and What AI Should Do Instead - feat. Mark Gilbert, CEO, Zocks
|
Mar 24, 2026 |
|
S2E3 | Cybersecurity Is Client Protection: Why RIAs Can’t Treat It as an Afterthought feat. Danny Schwartze
|
Mar 10, 2026 |
|
S2E2 | The Estate Advisory Gap: 92% of Clients Want This. Only 24% Get It. feat. Gene Farrell, CEO, Vanilla
|
Feb 24, 2026 |
|
S2E1 | Asset Management vs Holistic Planning: Why Most Advisors Get This Wrong
|
Feb 10, 2026 |
|
S1E36 | The Future of Advisor Trust: How Fee Transparency Is Reshaping Financial Planning (UK & US)
|
Jan 27, 2026 |
|
S1E35 | Why Most Advisors Never Build Real Leverage (And Stay Trapped in Their Own Firm) feat. Chuck Failla
|
Jan 13, 2026 |
|
S1E34 | Your Cyber Policy Won’t Save You If Your Compliance Evidence Is Wrong feat. Advisor Armor
|
Dec 23, 2025 |
|
S1E33 | The $250,000 Mistake Most RIAs Make: Paying for Risk Twice (and Still Exposed) - feat. Brent Burns, CEO, Asset Dedication
|
Dec 09, 2025 |
|
S1E32 | The Death of AUM? How Subscription Planning Is Reshaping the Future of Financial Advice - feat. Daniel Friedman, CEO of WMGNA
|
Nov 18, 2025 |
|
S1E31 | The $1 Trillion Opportunity Most Advisors Overlook...and How to Capture It - feat. Erinn Andrews, Founder & CEO
|
Nov 11, 2025 |
|
S1E30 | How Blockchain Will Redefine Custody & Compliance for the RIA Industry - feat. Aaron Kaplan, Prometheum
|
Oct 25, 2025 |
|
Ep 28 | Kaizen: The Secret Growth Engine Top RIAs Use to Scale Without Chaos | feat. John Sweigart
|
Sep 16, 2025 |
|
Ep 27 | Why RIAs Keep Losing Millions By Ignoring This Blind Spot | feat. Sean KIevelighan
|
Sep 02, 2025 |
|
Ep 26 | Helping Hands: Why Service Will Always Be the Future of Advisory Firms - feat. Ralph Ujano
|
Aug 19, 2025 |
|
Ep 25 | The $10M Mistake Advisory Firms Make When Choosing a CRM - feat. Adrian Johnstone, CEO of Practifi
|
Aug 05, 2025 |
|
Ep 24 | Why Most RIA Firms Plateau...And the Kaizen System That Breaks the Growth Barrier
|
Jul 22, 2025 |
|
Ep 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott Gill
|
Jul 08, 2025 |
|
Ep 22 | He Quietly Built a $100M RIA... Here’s the Philosophy That Made It Possible - feat. Steve Selengut
|
Jun 25, 2025 |
|
Ep. 21 | Most RIAs are ignoring the #1 risk that could destroy a client’s retirement plan - feat. Amy Kniseley, Highland Capital Brokerage
|
Jun 10, 2025 |
|
Ep. 20 | From Risk to Rescue: How Brian Trouette Protects Wealth, Relationships, and Donkeys - feat. Brian Trouette, Founder, Trouette Insurance Agency
|
May 27, 2025 |
|
Ep. 19 | Why Compliance Isn’t the Enemy of Growth for RIAs: 3 Keys to Scaling Your Firm - feat. Courtney and Janet from AdvisorLaw
|
May 13, 2025 |
|
Ep. 18 | Why RIAs & Financial Advisors Who Ignore Long-Term Care Planning Risk Their Clients’ Wealth - feat. Margie Barrie
|
Apr 29, 2025 |
|
Ep. 17 | Market Volatility & Risk Are Rising: Here’s How to Protect Your RIA During Uncertain Times - feat. Chad and Rob
|
Apr 15, 2025 |
|
Ep 016 - The Ugly Truth About Broker-Dealer Compliance Every Financial Advisor Must Know (And How to Go RIA) - feat. Chuck Failla
|
Apr 01, 2025 |
|
Ep 015 - The Secret to Turning Every Conversation into a Loyal Client (Most Advisors Miss This!) - feat. Derrick Kinney
|
Mar 18, 2025 |
|
Ep 014 - Financial Advisors: The Insurance Industry is a SCAM? The Hard Truth No One Talks About - feat. Steve Zeiger and Barry Flagg
|
Mar 05, 2025 |
|
Ep 013 - Advisors: The Top 3 Reasons Why You May Be Losing Clients—And How RevOps Can Fix It Fast! - feat. Ryan Closs
|
Feb 18, 2025 |
|
Ep 012 - Advisors! Attract Clients Who Stay for Life: Help Families Win at Both Wealth and Relationships! - feat. Brian Page
|
Feb 04, 2025 |
|
Ep 011 - Building Community: How This Industry Legend Is Helping to Transform Women-Led Advisory Firms - feat. Bridget Grimes
|
Jan 28, 2025 |
|
Ep 010 - Top Cybersecurity Expert EXPOSES 3 Hidden Threats Every RIA Is Facing In 2025 - feat. Steve Ryder
|
Jan 14, 2025 |
|
Ep 009 - 2024's Financial Services Shake-Up Revealed: What Every Advisor Needs To Know for 2025 - feat. Chad and Rob (solo)
|
Dec 31, 2024 |
|
Ep 008 - The Ultimate Guide to Maximizing Conference ROI: Insider Tips from NAPFA and Schwab IMPACT 2024! - feat. Chad and Rob (solo)
|
Dec 17, 2024 |
|
Ep 007 - From Constraints to Growth: Overcoming Compliance Challenges in Marketing Financial Services - feat. Thayne Gould
|
Dec 04, 2024 |
|
Ep 006 - Discover the Hidden Secret to Trust Services: How FiPar Financial Is Helping RIAs Boost Client Retention, Revenue and Profits - feat. Bob and Mark
|
Nov 20, 2024 |
|
Ep 005 - 4 Genius Insurance Tips To Protect Your Advisory Firm: Insights from An Insurance Industry Veteran - feat. Greg Severinghaus
|
Nov 06, 2024 |
|
Ep 004 - Celebrate Every Win: Proven Strategies to Boost Morale and Performance in Your Team - feat. Chad and Rob (solo)
|
Oct 22, 2024 |
|
Ep 003 - "How to Mitigate Hidden Legal Risks in Your Financial Advisory Firm" - feat. Emil Ali, Attorney
|
Oct 08, 2024 |
|
Ep 002 - "The Future of Cyber Compliance: What Financial Advisors Need to Know" - feat. Scott Smith
|
Sep 24, 2024 |
|
Ep 001 - "Jumping into the Future: AI Solutions Designed for Financial Advisors" - feat. Tim Chaves
|
Sep 10, 2024 |