The Advisors Edge Podcast

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...

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 ✅...

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,...

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 “h...

Most CRMs weren’t built for financial advisors. They were built for sales reps. But Adrian Johnstone saw a better way—and built Practifi to prove it. In this episode, Chad Ramberg sits down with Adrian to break down: ✅ Why generic CRMs like Salesforce and Microsoft crush operational efficiency ✅ How structured + unstructured data are the key to unlocking powerful AI tools ✅ Why CRMs must be bui...

If you want to grow your RIA—but feel like you’re stuck in a cycle of complexity, inefficiency, or burnout—this episode might change everything. Chad Ramberg, President of Box Professional Insurance, joins co-host Rob Jacomen for a special behind-the-scenes episode that unpacks how top-performing firms scale through process, not just hustle. Chad shares how he’s applying Kaizen (continuous improve...

How to Build, Scale, and Lead a High-Performance RIA Team — with Scott Gill of Synergy & Chad Ramberg of BPI. Most advisors talk about growth. Very few actually build a business that scales without breaking them—or their team. In this powerhouse episode of the Advisors Edge Podcast, host Rob Jacomen sits down with two firm builders—Scott Gill, founder of Synergy, and Chad Ramberg, President of...

Retirement planning isn’t about theory—it’s about income. In this episode of The Advisors Edge Podcast, we sit down with legendary income coach and veteran investment advisor Steve Selengut, who built and sold a $100M+ RIA by focusing on one timeless principle: Cash flow is king.  Everything else is noise. If you're a financial advisor or RIA struggling to serve clients in a high-volatility,...

Why Every RIA Needs an Insurance Strategy — with Amy Kniseley of Highland Capital Brokerage... Let’s be honest… most RIAs don’t love talking about insurance. It feels clunky. Complicated. Full of commissions, compliance, and confusion. But what if we told you it's the missing link in your client planning process? In this episode of The Advisors Edge Podcast, we sit down with Amy Kniseley—Head...

What does insuring $5M homes, protecting high-net-worth legacies, and rescuing donkeys have in common? Only on The Advisors Edge Podcast. In this powerful and wildly entertaining episode, Rob Jacomen and Chad Ramberg sit down with the legendary Brian Trouette—personal lines insurance strategist and founder of Trouette Insurance Agency. Brian is a specialist in private client risk management for hi...