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 This isn’t just another show about theory and outdated advice.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. Aug 11

    S2E12 | The Tech Gaps RIAs Don’t Know to Look For feat. Regina Schumaker

    A technology problem inside an advisory firm rarely stays isolated to technology. An email change can affect archiving. An old employee credential can remain active. A computer prepared before a breakaway can still contain programs controlled by the old firm. And when a device, system, or access point disappears, the firm's recovery plan suddenly matters. Those are the technology gaps advisors may not know to look for until something changes. In this episode of Advisor’s Edge, Chad Ramberg sits down with Regina Schumaker, Founder of SchurTech Solutions, LLC, to discuss the technology issues that show up inside real advisory practices—and why understanding the advisor's operating environment matters when technology intersects with compliance, cybersecurity, transitions, and day-to-day productivity. Regina brings more than 30 years of technology experience, including nearly two decades working directly with financial advisors inside a broker-dealer environment. Rather than treating technology as a collection of isolated tools, Regina explains why advisors need to understand how their systems connect—and what can happen when one part changes. IN THIS EPISODE, WE COVER: Why financial-advisor technology needs differ from those of a typical small businessHow overlapping tools and old employee credentials can create unnecessary operational gapsWhy advisors may not know which technology questions they should be askingWhat advisors can overlook when leaving a broker-dealer or transitioning to an independent RIAWhy email archiving, secure communication, devices, and software access need attention during a transitionHow technology troubleshooting can create new problems when the entire workflow isn't understoodWhy cybersecurity starts with individual behavior as well as monitoring toolsThe practical role of MFA, VPNs, backups, and safer technology habitsWhy recovery planning still matters in increasingly cloud-based advisory firmsThe larger lesson isn't that RIAs need more technology. It's that the technology they already depend on needs to support the way the firm actually operates. ABOUT THE GUEST Regina Schumaker is the Founder of SchurTech Solutions, LLC. Regina brings more than 30 years of experience helping people solve technology problems, including nearly two decades supporting financial advisors inside a national broker-dealer. Her experience spans advisor operations, technology support, Microsoft 365, device troubleshooting, vendor coordination, cybersecurity practices, and technology workflows within financial-services environments. Through SchurTech Solutions, Regina provides relationship-driven technology support for financial advisors and small businesses. Guest Website: https://www.schurtechsolutions.com/ ABOUT THE HOST Chad Ramberg is President of Box Professional Insurance and host of Advisor’s Edge. Advisor’s Edge focuses on the real-world decisions that shape advisory firms—from risk and compliance to operations, technology, client relationships, and long-term firm durability. SPONSOR Special thanks to Box Professional Insurance for supporting the Advisor's Edge Podcast. You already know the back office is where the liability hides. The missed onboarding step. The overlooked vendor relationship. The client data exposure you didn't realize existed. Most RIA insurance policies weren't designed with those risks in mind. BPI was. Take the FREE C³ Coverage Diagnostic and better understand your firm's risk profile. https://www.boxproinsurance.com/  CHAPTERS 00:00 — Why Advisor Technology Gets Complicated 02:00 — Regina Schumaker’s Path Into Advisor Technology 05:00 — Technology Support Built Around Financial Advisors 07:00 — What Does an MSP Actually Do? 10:00 — Making Technology Work for the Advisor 13:00 — Why Advisor Technology Is Different 17:00 — The Technology Side of an RIA Breakaway 22:00 — Understand the Problem Before You Fix It 27:00 — Cybersecurity Starts With Individual Behavior 32:00 — Cloud Systems, Security Monitoring & Backups 36:00 — Why Regina Built SchurTech Solutions 39:00 — The Entrepreneurial Side of Building the Business 43:00 — Final Takeaways for Advisors DISCLAIMER The views shared in this episode reflect the perspectives of the host and guest. They are not financial advice or investment recommendations. Always consult a qualified professional regarding your specific situation.

  2. Jul 29

    S2E11 | The Founder Trap Keeping RIAs From Scaling feat. Jarrod Upton

    Most advisory firms don't stop growing because they run out of clients. They stop growing because the systems, leadership habits, and decision-making that created early success eventually become the very things holding the firm back. In this episode of Advisor's Edge, Chad Ramberg sits down with Jarrod Upton, MBA, MS, CFP®, Professional EOS Implementer at EOS Worldwide, for a conversation about one of the biggest transitions firm owners face: evolving from being the center of the business to building a business that can grow beyond them. Together, they explore why founder dependency limits scale, how leadership must evolve as firms grow, the importance of organizational clarity, and why succession planning begins long before ownership changes hands. If your advisory firm is growing—or you're trying to build a business that can thrive without depending on you—this conversation offers practical leadership lessons grounded in real operational experience. WHAT YOU'LL LEARN • Why founder dependency quietly limits growth • The leadership shift required to scale beyond yourself • What "delegate and elevate" actually looks like • Why organizational clarity creates accountability • How strong core values influence hiring and decision-making • Why founders must "let go to grow" for succession to succeed ABOUT THE GUEST Jarrod Upton, MBA, MS, CFP® is a Professional EOS Implementer with EOS Worldwide. He works with entrepreneurial leadership teams to improve organizational clarity, accountability, execution, and long-term business growth using the Entrepreneurial Operating System® (EOS). Guest LinkedIn https://www.linkedin.com/in/jarrodupton/ Company Website https://www.eosworldwide.com/ ABOUT THE HOST Advisor's Edge is hosted by Chad Ramberg. Each episode features conversations with experienced operators, firm builders, and industry leaders exploring the strategic, operational, leadership, and fiduciary challenges facing today's independent advisors and wealth management firms. Chad Ramberg President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ SPONSOR Special thanks to Box Professional Insurance for supporting the Advisor's Edge Podcast. You already know the back office is where the liability hides. The missed onboarding step. The overlooked vendor relationship. The client data exposure you didn't realize existed. Most RIA insurance policies weren't designed with those risks in mind. BPI was. Take the FREE C³ Coverage Diagnostic and better understand your firm's risk profile. https://www.boxproinsurance.com/ CHAPTERS 00:00 — Introduction 01:52 — Defining What Growth Really Means 06:12 — Growth Stops Being About Getting Clients 10:48 — What Got You Here Won't Get You There 11:49 — If You Can't Delegate, You Can't Elevate 18:55 — Let Go to Grow 19:04 — Your Core Values Should Cost You Business 20:19 — Why Succession Starts Long Before Retirement 27:36 — Building a Business That Outlives the Founder 34:12 — Final Leadership Takeaways 36:41 — Closing Thoughts DISCLAIMER This episode is for informational and educational purposes only and should not be construed as investment, legal, tax, insurance, compliance, or business advice.

  3. Jul 15

    S2E10 | RIAs: Don't Let AI Touch Your Client Data Until You Close This One Gap feat. Arnold Hsu

    Every RIA is about to make a decision about AI and their client data. Most are about to make it wrong. In this episode of Advisor's Edge, Chad Ramberg and Charles "Chuck" Failla, CFP® sit down with Arnulf (Arnold) Hsu, CEO of GReminders, to answer the question quietly keeping firm owners up at night: If AI can read your emails, summarize your meetings, and update your records for you—what happens when it gets one wrong and nobody catches it? Here's the trap. AI is very good at pulling data out of documents, statements, and transcripts and dropping it into your system of record. It is not good at knowing when it's wrong. Skip the human review step, and bad data flows straight into the records your entire firm runs on—the same records a claim or an exam will one day put under a microscope. Arnulf's take cuts through the noise: The CRM screen you know is on its way out. Advisors will reach client data through agents, chat, and tools that look nothing like today's CRM. But the system of record underneath—and your responsibility for what's in it—isn't going anywhere. Confuse those two, and AI stops being an upgrade and starts being a liability. This isn't a pitch for any platform, and it isn't a case for tearing out your stack. It's an operator-level conversation about where AI belongs in a real advisory firm, what to hand it, and the one step you can't let it skip. Inside the conversation The one gap that lets AI quietly corrupt your client records—and how to close itWhy "deterministic" software and AI can never be trusted the same wayThe human-review step most firms skip before AI-extracted data hits the system of recordWhy the best AI rollout is the work your team stops doing—not a new process to learnHow to shrink a bloated tech stack without creating more places for work to breakWhere "simple" scheduling turns into a nightmare of client tiers, teams, rooms, and exceptionsHow to protect your advisors' highest-value hours instead of burning them on adminFor RIA owners, operations leaders, senior advisors, and anyone deciding where AI belongs—and where it doesn't—inside the firm. ABOUT THE GUEST Arnulf (Arnold) Hsu is the CEO of GReminders and a serial entrepreneur who has spent more than 20 years building and leading B2B enterprise software companies as a CEO, CTO, Product Leader, and Board Member. He specializes in translating complex business problems into software solutions customers love. Throughout his career, he has successfully led and exited three enterprise software companies and now helps advisory firms streamline workflows through AI-powered meeting intelligence and CRM automation. Guest LinkedIn: https://www.linkedin.com/in/arnulfhsu/ Website: https://www.greminders.com/  ABOUT THE HOSTS Charles "Chuck" Failla, CFP® Founder, Sovereign Financial Group & GoRIA https://www.linkedin.com/in/charlesfailla/ https://www.goria.com Chad Ramberg President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ SPONSOR Special thanks to Box Professional Insurance for supporting Advisor's Edge. Box Professional helps RIAs understand where operational and risk exposure actually shows up before it becomes a claim. Learn more:  https://www.boxproinsurance.com CHAPTERS 00:00 – The AI decision every firm is quietly making01:35 – Arnold Hsu's path through 25 years of enterprise software03:55 – Why GReminders built around wealth-management workflows05:50 – AI, meeting management, and the advisor tech stack08:35 – Where workflow friction actually shows up in a firm10:15 – The hidden admin load around every client meeting12:25 – Will AI replace the CRM?14:20 – Structured data, AI, and the human-verification line16:40 – Bolting automation onto the systems you already run20:40 – Change management through subtraction21:45 – Moving your team toward higher-value work22:25 – Why scheduling is harder than it looks27:50 – Vertical specialization and customer fit29:10 – Building a business that actually means something DISCLAIMER The views shared in this episode reflect the perspectives of the hosts and guest. They are not financial advice or investment recommendations. Always consult a qualified professional regarding your specific situation.

  4. Jun 30

    S2E9 | The Job Advisors Got Paid For Is Now a Commodity feat. Anna Rathbun

    For decades, financial advisors were paid for access to information, investment selection, and market expertise. Today, much of that has become a commodity. The advisors creating the most value aren't simply choosing investments—they're helping clients make better decisions, communicate through uncertainty, and navigate increasingly complex financial lives with confidence. In this episode of Advisor's Edge, Chad Ramberg and Chuck Failla sit down with Anna Rathbun, CFA, CAIA, Founder & CEO of Grenadilla Advisory, for a thoughtful conversation about how the advisory profession is changing—and what firms must do to remain indispensable. Drawing on her experience leading institutional investment teams and now building her own advisory firm, Anna shares why process, communication, empathy, and disciplined thinking have become every bit as important as technical investment expertise. Together, Chad, Chuck, and Anna also explore how advisors should think about alternative investments, where AI can genuinely improve advisor productivity, why peer collaboration remains invaluable, and how stronger client communication ultimately creates stronger advisory relationships. WHAT YOU'LL LEARN • Why investment management alone no longer differentiates advisors • What clients actually expect from advisors today • How better communication builds deeper client trust • Why process matters more than prediction during uncertainty • How AI can improve advisor productivity without replacing professional judgment • The surprising connection between music, empathy, and exceptional financial advice ABOUT THE GUEST Anna Rathbun, CFA, CAIA, is the Founder & CEO of Grenadilla Advisory, a privately held investment management firm dedicated to helping institutions, families, and individuals pursue long-term financial growth and stability. Prior to launching Grenadilla Advisory, Anna served as Chief Investment Officer of a registered investment advisory firm, leading investment research, portfolio strategy, and client communications. Her experience spans institutional investing, macroeconomic analysis, multi-asset portfolio construction, and private markets. She also holds a Doctorate in Musical Arts, bringing a distinctive perspective to leadership, communication, and client relationships. Guest LinkedIn https://www.linkedin.com/in/anna-rathbun-cfa-caia-aa561689 Company Website https://grenadilla-advisory.com ABOUT THE HOSTS Advisor's Edge is hosted by Chad Ramberg and Charles "Chuck" Failla. Each episode features conversations with experienced operators, firm builders, and industry leaders exploring the strategic, operational, and fiduciary challenges facing today's independent advisors and wealth management firms. SPONSOR Special thanks to Box Professional Insurance for supporting The Advisor's Edge Podcast. You already know the back office is where the liability hides. The miscalculated fee. The onboarding step that got skipped. The vendor handling client data you've never actually vetted. Most RIA insurance policies weren't built with any of that in mind. BPI was. They help advisors find the exposure before it finds them. Take the FREE C³ Coverage Diagnostic and get your score in under two minutes. RIA Coverage Diagnostic Assessment: https://www.boxproinsurance.com/  CHAPTERS 00:00 — Introduction 01:00 — Anna's journey from classical music to investment management 04:00 — Building an institutional investment career 05:20 — Why private markets deserve more attention 10:20 — How the advisor profession is changing 16:20 — AI as a productivity tool for advisors 20:00 — Why advisors learn most from one another 22:45 — The communication mistake many advisors make 29:13 — Why process and guardrails matter 32:06 — The connection between empathy and financial advice 38:08 — Advice for the next generation of advisors 40:00 — Closing thoughts DISCLAIMER This episode is for informational and educational purposes only and should not be construed as investment, legal, tax, insurance, or compliance advice.

  5. Jun 16

    S2E8 | The Highest-ROI Hire in Wealth Management Isn't an Advisor feat. Steve Perry

    Most advisory firms assume growth slows because they need more leads. More marketing. More referrals. More content. More lead generation. Steve Perry argues the opposite. Growth often stalls because firms run out of organizational capacity long before they run out of demand. In this episode of Advisor's Edge, Chad Ramberg and Chuck Failla sit down with Steve Perry, Founder & CEO of The Well, to discuss why talent acquisition may be one of the most overlooked drivers of enterprise value in wealth management. The conversation goes far beyond recruiting. It explores founder leverage, succession planning, operational leadership, organizational design, human capital economics, and why firms that scale successfully think differently about talent. What You'll Learn ✅ Why talent acquisition may be the second half of organic growth ✅ The hidden growth bottlenecks inside many advisory firms ✅ Why succession problems often begin years before retirement ✅ The operational leverage created by great COO hires ✅ Why retention is often a role-design problem ✅ How remote work changes access to elite talent ✅ Why human capital may be the most undervalued investment in wealth management ABOUT THE GUEST Steve Perry is Founder & CEO of The Well. The Well helps growth-stage RIAs and independent wealth management firms recruit advisors, leadership talent, and operational staff needed to scale. 🔗 LinkedIn:  https://www.linkedin.com/in/realsteveperry/  🔗 Website: https://thewell.solutions/  ABOUT ADVISORS EDGE Advisor's Edge is hosted by Chad Ramberg and Charles "Chuck" Failla. The show helps advisors, firm owners, and operators think more clearly about the decisions that shape growth, leadership, operations, risk management, and long-term enterprise value. Chad Ramberg President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/  Charles "Chuck" Failla, CFP Founder + CEO, Sovereign Financial Group, Inc. https://www.linkedin.com/in/charlesfailla/  SPONSOR Special thanks to Box Professional Insurance for supporting The Advisor's Edge Podcast. You already know the back office is where the liability hides. The miscalculated fee. The onboarding step that got skipped. The vendor handling client data you've never actually vetted. Most RIA insurance policies weren't built with any of that in mind. BPI was. They help advisors find the exposure before it finds them. Take the FREE C³ Coverage Diagnostic and get your score in under 2 minutes. 🔗 RIA Coverage Diagnostic Assessment: https://www.boxproinsurance.com/ CHAPTERS 00:00 Introduction & Why Most Firms Treat Hiring Like a Fire Drill 01:26 The Well's Core Thesis: Talent Acquisition Is Growth 03:20 Why Advisory Firms Struggle to Build Capacity 06:08 The Hiring Mistakes Firms Keep Repeating 10:18 Hire Fast, Fire Fast? Steve's Philosophy Explained 12:27 Why Retention Problems Start in the Job Description 15:08 The Real Cost of the Wrong Hire 17:10 The Most Undervalued Investment in Wealth Management 20:03 What Enterprise Value Has to Do With Talent 23:12 The Advisor Talent Gap Nobody Talks About 28:48 The Successor You Needed Three Years Ago 30:33 Building Trust Before Handing Over Relationships 34:46 The Hire That Gives Founders Their Company Back 36:56 When Should a Firm Hire a COO? 38:11 Remote Work and Access to Better Talent 41:02 What Growth-Stage Firms Get Wrong About Hiring 43:37 Why Steve Built The Well 46:05 Final Thoughts on Growth, Talent, and Scale DISCLAIMER This episode is for informational and educational purposes only and should not be construed as investment, legal, tax, insurance, or compliance advice.

  6. Jun 2

    S2E7 | Basis Points Are the "Silent Killer" of RIA Profits — Here's the Fix

    In this episode, they go deeper into what few in the industry are talking about—unpacking why hidden RIA platform economics may be quietly impacting advisor profitability—and what firm leaders can do about it.  Andrew J. Evans, MBA, CEO of Rossby Financial, joins Chad Ramberg and Rob Jacomen for a grounded conversation about advisor infrastructure, operational control, pricing transparency, and the future structure of advisory firms.  WHAT THIS EPISODE COVERS basis-point opacityoperational constraintsadvisor profitabilitycompliance frictionhyper-specializationAI and infrastructurecapital allocation inside advisory firmsrelationship-driven growthexecution discipline WHY THIS EPISODE MATTERS Many advisors understand the economics leaving the business. Far fewer can clearly explain: what operational value scales alongside those economicswhat infrastructure actually improves outcomeswhat flexibility gets lost in the process This conversation reframes advisory infrastructure through the lens of operational control, execution, and long-term scalability. About The Guest Andrew J. Evans, MBA is the CEO of Rossby Financial. Rossby Financial focuses on advisor infrastructure, operational flexibility, and transparent economics designed to help advisors retain more control over how they build and operate their firms. LinkedIn: https://www.linkedin.com/in/andrewjevans/ Website: https://rossbyfinancial.com/ About The Hosts Chad Ramberg President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ Rob Jacomen Founder & CEO, IDA https://www.linkedin.com/in/rob-jacomen/ Sponsor Special thanks to Box Professional Insurance for supporting The Advisor's Edge Podcast. You already know the back office is where the liability hides. The miscalculated fee. The onboarding step that got skipped. The vendor handling client data you've never actually vetted. Most RIA insurance policies weren't built with any of that in mind. BPI was. They help advisors find the exposure before it finds them. Take the FREE C³ Coverage Diagnostic and get your score in under 2 minutes. RIA Coverage Diagnostic Assessment https://www.boxproinsurance.com/ CHAPTERS 00:00 — Intro and advisor infrastructure discussion 02:15 — Why platform economics frustrate advisors 04:55 — Basis-point opacity and operational transparency 08:06 — The operational double bind advisors face 12:40 — Infrastructure, compliance, and advisor autonomy 19:35 — “Pricing is ethics” 21:20 — Why advisors need fewer but better accounts 31:18 — Why large firms may struggle in the AI era 38:48 — Hyper-specialization and competitive advantage 40:00 — Execution vs. strategy 43:56 — “You still have to go out and meet them” 46:56 — Leadership philosophy and getting things right DISCLAIMER The views expressed in this episode are those of the hosts and guest and are provided for informational purposes only. This content should not be considered investment, legal, compliance, or financial advice. Advisors should consult their own legal, compliance, and business professionals regarding their specific situation.

  7. May 19

    S2E6 | Why RIAs Need Operational Infrastructure — Not Just Independence feat. Julien Mordecai

    Julien Mordecai from All Back Office joins Chad and Chuck for a grounded conversation about what independence actually requires after the RIA launch decision is made. This episode is not about romanticizing independence or comparing custodians and software vendors. It is about what happens when advisors become responsible for workflow infrastructure, staffing leverage, integrations, accountability, reporting, and technology decisions inside a real advisory firm. In this episode, Chad and Chuck talk with Julien about operational drag, implementation failures, integration risk, staffing pressure, vendor dependency, and why operational durability matters more as firms scale. What You’ll Discover:  ✅ Why independence quickly becomes an operational infrastructure challenge  ✅ Why many advisors underestimate implementation and workflow complexity  ✅ How staffing and accountability gaps create technology failures  ✅ Why boutique RIAs need operational leverage to scale responsibly  ✅ The tradeoffs between best-of-breed and all-in-one technology stacks  ✅ Why integration becomes more important as advisory firms grow  ✅ How outsourcing can reduce operational strain and staffing pressure  ✅ Why advisors often realize they are excellent practitioners — but not operators  ✅ How vendor dependency can create future tech-stack risk  ✅ Why operational durability matters more than adding another tool For advisors, this matters because independence is not just about autonomy. It is about building a business that can operate consistently under pressure without creating more workflow friction, staffing overload, or technology drag. The upside is not simply more freedom. It is stronger infrastructure, cleaner operations, better delegation, and a more durable advisory firm. A grounded conversation for advisors thinking seriously about operational infrastructure, workflow design, and sustainable firm growth. ABOUT THE GUEST: Julien Mordecai is the founder of All Back Office and works with RIAs on operational infrastructure, workflow support, portfolio accounting systems, integrations, and technology implementation across advisory firms. Connect with him on LinkedIn:  https://www.linkedin.com/in/julienmordecai/ ABOUT THE HOSTS: Chuck Failla  Founder, Sovereign Financial Group & GoRIA  https://www.linkedin.com/in/charlesfailla/ https://www.goria.com Chad Ramberg  President, Box Professional Insurance  https://www.linkedin.com/in/chad-ramberg-71278533/ SPONSOR: Special thanks to Box Professional Insurance for supporting Advisor’s Edge. Box Professional helps RIAs understand where operational and risk exposure actually shows up — before it becomes a claim. Learn more: https://www.boxproinsurance.com DISCLAIMER The views shared in this episode reflect the perspectives of the hosts and guest. They are not financial advice or investment recommendations. Always consult a qualified professional regarding your specific situation.

  8. Apr 28

    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 what happens when firms need technology that helps advisors think clearly, train consistently, reduce operational drag, and create a better client experience without adding more complexity. In this episode, Chad and Chuck talk with Christian about the advisor talent gap, why explainable planning matters more than black-box outputs, what firms really want from their tech stack, and how self-service planning tools may become a real growth and retention advantage. What You’ll Discover: ✅ Why newer advisors need better on-ramps, not just better recruiting ✅ How software can help train advisors while they do the work ✅ Why 'explainability' matters more than speed in financial planning ✅ The difference between AI-looking outputs and truly repeatable planning logic ✅ Why consistency across the firm matters more than saving a few minutes ✅ What advisors really mean when they say they do not want another screen ✅ How integration fatigue creates operational drag for firms and clients ✅ Why self-service planning tools may become a real growth and retention strategy For advisors, this matters because better technology is not just about efficiency. It is about producing planning work that is easier to explain, easier to repeat, and easier to scale across a real firm. The upside is not another layer of software. It is less drag, better client experience, stronger advisor development, and a more durable operating model. A grounded conversation for advisors thinking seriously about planning technology, advisor development, and what good infrastructure should actually do inside the firm. ABOUT THE GUEST Christian Solomine is with eMoney and brings a broad SaaS and technology background into the financial planning space. In this episode, he shares how he thinks about advisor workflows, repeatability, integrations, and the role planning technology should play inside a modern RIA. Connect with him on LinkedIn: https://www.linkedin.com/in/christiansolomine/ ABOUT THE HOSTS: Chuck Failla Founder, Sovereign Financial Group & GoRIA https://www.linkedin.com/in/charlesfailla/ https://www.goria.com Chad Ramberg President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ SPONSOR: Special thanks to Box Professional Insurance for supporting Advisor’s Edge. Box Professional helps RIAs understand where operational and risk exposure actually shows up — before it becomes a claim. Learn more: https://www.boxproinsurance.com DISCLAIMER The views shared in this episode reflect the perspectives of the hosts and guest. They are not financial advice or investment recommendations. Always consult a qualified professional regarding your specific situation.

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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 - 2026
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © 2026 The Advisors Edge Podcast
  • Show Website
    The Advisors Edge Podcast