The Advisors Edge Podcast

Your RIA wants to start a trust company. But is there enough business to support it? In this episode of The Advisors Edge, host Chad Ramberg sits down with David Peterson, Founder & President of American Fiduciary Solutions, to examine what it takes to establish and operate a trust company and why the business case should come before the charter. Drawing on his experience as a former financial...

What actually makes an RIA valuable to a potential buyer? Revenue matters, but it doesn't tell the whole story. An advisory firm's financial records, client demographics, recurring revenue, organizational structure, and succession planning can all influence how a prospective buyer evaluates the business. In this episode of The Advisor's Edge Podcast, Chad Ramberg sits down with Ryan...

AI tools can produce answers that sound remarkably confident. For financial advisors, the harder question is what happens when that output touches a consequential client decision. Where should AI assistance end and human judgment begin? In this episode of The Advisor's Edge Podcast, Chad Ramberg sits down with Dan Zimon, Founder & CEO of Teranode and Managing Member & Investment Advis...

AI is moving quickly inside advisory firms. But before an RIA starts automating more of its work, there is a more fundamental operating question: Is there a clear process to automate in the first place? In this episode of The Advisor’s Edge Podcast, Rob leads a discussion with Chad Ramberg and Ryan Closs of Box Professional Insurance about the emerging risks and operating challenges facing RIAs as...

Having a cybersecurity plan is one thing. Knowing what happens when your firm actually has to use it is another. For RIAs, that difference can expose practical gaps that have little to do with buying another security tool: unclear responsibilities, providers assuming someone else owns a task, missing response information, communication breakdowns, and continuity plans that haven't been tested...

Adding more AI to an already complicated technology stack doesn't automatically make an RIA more efficient. Before adding another tool, there's a more important question to answer: What problem are you actually trying to solve? In this episode of The Advisor’s Edge Podcast, Chad Ramberg, Charles “Chuck” Failla, CFP®, and Rob Jacomen sit down with Daleele Alison, CEO of RooksDM, for a pra...

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 advisor...

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 conversatio...

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 yo...

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 episod...

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 We...

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 th...

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...

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 add...

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 risk questions begin, and what changes when client conversations become structured data. In this episode, Chad and Chuck talk with Mark about where advisor A...

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 cybersecurity, but not in the abstract. It is about how cyber risk actually shows up inside advisory firms, why client education matters more than most advisors realize, and...

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 advisors referred estate work out and stepped aside. Clients met with attorneys. Documents were drafted. And the advisor stayed out of the process. But the numbers tell a di...

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 is the real difference between asset management and holistic planning? Jamie runs a holistic advisory firm. Chuck has built firms across asset management and planning. Ch...

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 voices in the profession: 🇬🇧 Kanishk, Financial Planner at Compound Wealth Planning (London) 🇺🇸 Phil, Founder of Rebel Financial (United States) Together, they unpa...

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 revenue They’re adding clients But they’re not building leverage And eventually, that catches up with them. This episode is not about motivation. It’s about systems. Chuck breaks down the real differ...

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 f...

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 Jacome...

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 t...

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...

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...