The Advisors Edge Podcast

Rob Jacomen & Chad Ramberg
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY

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 This isn’t just another show about theory and outdated advice.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.

  1. 21H AGO

    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’s Edge Podcast, we sit down with Mark Brown, Founder of Advisor Armor, and Anthony Patti, President of Advisor Armor, to break down the most dangerous gap we see in RIA firms today: 👉 When your written policies say controls exist… 👉 But your endpoints prove they don’t. That mismatch is a regulatory landmine. What you’ll learn in this episode: ✅ Why cybersecurity, compliance evidence, and insurance are three different things ✅ The #1 compliance mistake RIAs make with written policies ✅ How endpoint monitoring exposes gaps auditors care about most ✅ Why “people risk” is still the biggest cyber threat for firms under 100 employees ✅ How cyber claims actually play out when something goes wrong ✅ What RIAs should know about AI tools, data usage, and hidden exposure This conversation also marks a strategic partnership between Box Professional Insurance and Advisor Armor — bringing together cyber controls, compliance evidence, and insurance strategy into one clarity-first risk model for RIAs. Next Step for RIAs... 👇 Connect with Our Guests: Mark Brown, Founder Advisor Armor Website:  https://www.advisorarmor.com/ LinkedIn: https://www.linkedin.com/in/markbrownadvisor/ Anthony Patti, President Advisor Armor LinkedIn:  https://www.linkedin.com/in/anthony-patti-750b7b85/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ____________ 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 ____________ If you want to understand whether your policies, endpoints, and insurance actually align, schedule a 10 min. Demo with the Advisor Armor Team:  https://calendly.com/armor/10min?month=2025-12 ____________ 🔔 Subscribe for More New episodes weekly covering: → RIA risk & insurance → Compliance blind spots → Cyber exposure → Fiduciary protection strategies Subscribe to stay ahead of the risks that most advisors don’t see until it’s too late.

    57 min

  2. DEC 9

    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 while client-facing, compliance, EPLI, and cyber risks aren’t right-sized. In this live, on-the-floor conversation at NAPFA (Washington, D.C.), Chad Ramberg and Rob Jacomen meet Brent Burns (CEO, Asset Dedication) to show how to rebuild coverage around the risk you actually retain: What you’ll learn: ✅ Right-sizing 101: If a specialist holds trade-error risk, adjust your policy and premiums accordingly. ✅ Reallocating limits: Shift protection to where claims really happen for RIAs (relationships, compliance, EPLI, cyber). ✅ Why AI/automation reduce losses: Controls + documentation improve underwriting and outcomes. ✅ “It’s all about the words.” How policy language determines whether a claim pays. ✅ The mission lens: Serve clients first (the “Grandma Betty” story) while cutting renewal chaos. 👇 Connect with Our Guest: Brent Burns, CEO, Asset Dedication Website:  http://www.assetdedication.com/ LinkedIn: https://www.linkedin.com/in/jbrentburns/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ------------------------------------------- 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 ------------------------------------------- Next step... 👉 Book a RIAview™ Policy & Risk Review to identify where you’re over-paying, under-protected, or misaligned — before renewal. About the show: The Advisors Edge Podcast gives RIA leaders clarity-first, fiduciary-minded guidance on insurance, cyber, and operational risk—built to reduce total cost of risk while strengthening trust.

    43 min

  3. NOV 18

    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 of WMGNA — one of the earliest pioneers of subscription-based planning, tax-integrated financial advice, and multi-generational client service. Daniel drops some of the most important insights the RIA world needs right now: 👉 Why tax-first planning is the new advisory advantage 👉 Why “holistic” has become an empty buzzword (and how to fix it) 👉 How advisors can stop losing the next generation 👉 Why most RIAs miss the biggest driver of client trust 👉 How subscription planning transforms access, value, and differentiation 👉 And what it takes to truly “wow” clients in a crowded advisory landscape This episode is a masterclass for advisors who want to build deeper trust, deliver real clarity, and evolve beyond outdated AUM-only models. If you advise clients, lead an RIA, or serve in a financial planning or compliance role—you need this episode. 👇 Connect with Our Guest: Daniel J. Friedman, CEO & Founding Partner of WMGNA Website:  https://wmgna.com/ LinkedIn: https://www.linkedin.com/in/danjfriedman/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab and MGA Distribution Growth Engine™ OS LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ____________ 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 ____________ ⏱ Timestamps (Fully aligned with the transcript) 00:00 – Welcome to the Advisors Edge Podcast 00:20 – Meet Daniel Friedman, CEO & Founding Partner of WMGNA 01:05 – The origin of WMGNA & early days of financial advice 03:00 – Daniel’s start in insurance & financial services 05:15 – When life insurance drove everything—but planning didn’t 08:00 – How Daniel and Brian built their own firm from scratch 09:45 – Media, press, and showing up as a thought leader 11:50 – The clients WMGNA serves & what makes them ideal 13:45 – Why taxes, not investments, are the real differentiator 15:50 – The truth about proactive vs. reactive tax planning 16:20 – The birth of the subscription model (before anyone else did it) 17:50 – Why subscription + tax integration builds instant credibility 18:45 – CPAs vs. RIAs: who clients really trust 20:10 – Multi-generational planning: how to keep the kids 22:00 – Engaging the next generation before the money moves 23:25 – The WOW Guarantee — risk reversal in financial planning 24:50 – Why 64% of clients consider leaving their advisor 26:00 – The meaning behind “restylement” and redefining retirement 29:00 – Creating a subscriber-based community inside an advisory firm 30:00 – Subscription-in-a-box and the future of financial planning 32:00 – Thoughts on XYPN, AUM, and the next evolution of the RIA space 33:45 – Final thoughts: servant leadership, clarity, and client-first mindset 35:00 – How to reach Daniel + Closing

    37 min

  4. NOV 11

    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 how financial advisors can turn charitable planning into a growth engine for their firms. Advisors are managing over $200B in donor-advised-fund assets sitting idle — and clients are looking for guidance.  The opportunity?  To lead with purpose, not products… and become the advisor clients call first when they want to make an impact. Here’s what you’ll discover inside: ✅ The simple 3-step framework to help clients move from intention to action in charitable giving. ✅ Why “human advice beats portals” — and how to build relationships that algorithms can’t replace. ✅ How local giving data and vetted nonprofits help you build instant credibility with clients. ✅ Real examples of advisors who used this approach to deepen trust and grow assets under management. ✅ How to talk about donor-advised funds confidently — even if you’re not a philanthropy expert. ✅ The new national survey on advisor best practices for DAFs — and how you can be part of shaping the future of charitable advice. If you want to grow your firm by building deeper relationships and delivering clarity, confidence, and measurable impact — this episode will show you how. The Link to Erinn's GiveTeam survey (open through Thanksgiving 2025) -  https://iu.co1.qualtrics.com/jfe/form/SV_bDH5fQzbKpPPrM2 👇 Connect with Our Guest: Erinn Andrews, Founder and CEO at GiveTeam Website:  http://www.thegiveteam.com/ LinkedIn: https://www.linkedin.com/in/erinn-andrews/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ------------------------------------------- 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 -------------------------------------------

    37 min

  5. OCT 25

    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 The Advisors Edge Podcast, host Rob Jacomen and Chad Ramberg sit down with Aaron Kaplan, Founder & Co-CEO of Prometheum, to unpack the revolutionary shift happening in the financial markets — the movement of securities on-chain. If you’re an RIA, compliance executive, or fintech leader, this conversation will redefine how you think about custody, compliance, and innovation. Aaron breaks down how Prometheum became the first federally licensed blockchain custodian under SEC oversight — giving RIAs and financial advisors a clear, compliant path into the digital asset ecosystem for the first time. This isn’t about crypto hype — it’s about the modernization of market infrastructure. The same regulatory rigor.  The same fiduciary duty.  Now, with instantaneous settlement, cost efficiency, and built-in transparency. What You’ll Learn: ✅ The holy grail of finance: how blockchain enables instantaneous settlement and removes friction in securities trading. ✅ Why custody clarity has been the biggest bottleneck for advisors entering digital assets — and how it’s now solved. ✅ How Prometheum’s federal license changes the game for fiduciary compliance and investor protection. ✅ The truth about state vs. federal custodians — and how to protect client assets under SEC Rule 15c3-3. ✅ What capital efficiency really means for RIAs and broker-dealers in the new era of blockchain-based finance. ✅ How innovation can align with regulation — not fight against it. 👇 Connect with Our Guest: Aaron Kaplan, Founder and Co-CEO at Prometheum Website:  https://www.prometheum.com/ LinkedIn: https://www.linkedin.com/in/aaron-kaplan-prometheum/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ------------------------------------------- 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 ------------------------------------------- Who This Episode Is For: Registered Investment Advisors (RIAs) Broker-Dealers & Compliance Officers Custodians and Operations Leaders Financial Technology Innovators Regulators and Institutional Leaders

    1h 3m

  6. SEP 16

    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 free. John brings decades of operational excellence and Kaizen philosophy to the conversation, showing leaders how to: ✅ Stop fixing symptoms and start fixing systems ✅ Apply Kaizen to financial advisory firms — small daily improvements that compound into scale ✅ Shift focus from outcomes you can’t control to inputs you can ✅ Break free from copy-cat strategies that worked 10 years ago but fail today ✅ Build the future: compliance, culture, and technology working together 💥 Power Quote from John: “The firm that gets 1% better every day will dominate the one that waits for a big leap.” If you’re an RIA founder, COO, or compliance leader serious about scaling with clarity and control — this is the blueprint. 👇 Connect with Our Guest: John Sweigart, CEO of 3E Ventures Website:  https://www.3-e-ventures.com/ LinkedIn: https://www.linkedin.com/in/john-sweigart-47018614/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ------------------------------------------- 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 -------------------------------------------

    1h 1m

  7. SEP 2

    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 the Insurance Information Institute, shared on this episode of the Advisors Edge Podcast. This isn’t about insurance fine print. It’s about protecting client portfolios, preserving AUM, and building trust that lasts. Inside this episode: ✅ Why underinsurance is a hidden fiduciary risk ✅ The real drivers behind today’s hard insurance market ✅ How legal system abuse is inflating liability costs ✅ The industry shift from “repair after” to “predict and prevent” ✅ What advisors must understand about AI, cyber, and silent risks Advisors who ignore these realities are putting their firms and their clients at risk. 👇 Connect with Our Guest: Sean Kevelighan, CEO of the Insurance Information Institute Website: https://www.iii.org/ LinkedIn: https://www.linkedin.com/in/sean-kevelighan-032a568/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ------------------------------------------- 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 ------------------------------------------- 📌 Timestamps: 00:00 Intro & why insurance matters for advisors 11:15 Why underinsurance shrinks portfolios 13:20 The hard market: inflation, replacement costs, premiums 17:00 Legal system abuse and nuclear verdicts 31:30 Predict & prevent vs. repair & replace 44:00 Silent AI risks and the next insurance frontier 51:00 Sean’s legacy: reimagining insurance perception 🎧 Full episode available on YouTube, Spotify, and Apple Podcasts.

    56 min

  8. AUG 19

    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 the fundamentals — building a business (and a legacy) around service, trust, and helping clients in ways that can’t be automated away. You’ll discover: ✅ Why “helping hands” is the real edge in client relationships. ✅ How the most successful RIAs scale trust before they scale technology. ✅ Where AI and automation actually fit — and where they never will. ✅ The cultural mindset that separates thriving firms from the rest. ✅ Ralph’s personal journey, lessons learned, and the one principle he never compromises on. If you’re a financial advisor, RIA leader, or firm owner who’s serious about building for the next decade, this is an episode you can’t afford to miss. ⚡ Don’t miss Ralph’s timeless reminder: "We don’t just manage money. We serve people. And that’s where the future will always be won." 👇 Connect with Our Guest: Ralph Ujano Jr, CPA, CFP®, MS Founder & CEO The Ujano Advisory Group LLC LinkedIn: https://www.linkedin.com/in/ralphujano/ Helping Hands for Single Moms:  https://helpinghandsforsinglemoms.org/ 👇 Follow Us: 📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/ 🔗 Connect with the Hosts: Rob Jacomen, Founder, Niche Growth OS & Niche Mastery Academy LinkedIn:  https://www.linkedin.com/in/rob-jacomen/ Chad Ramberg, President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ ------------------------------------------- 🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on. Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk. 🔗 Learn more at: https://www.boxproinsurance.com Box Professional Insurance — Build boldly.  We’ll protect what matters. 📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5 -------------------------------------------

    49 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Rob Jacomen & Chad Ramberg
  • Years Active
    2024 - 2025
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © 2025 The Advisors Edge Podcast
  • Show Website
    The Advisors Edge Podcast