The Advisors Edge Podcast

Think compliance slows you down?  Think again. This episode flips the script. Courtney Raymond and Janet Messer from AdvisorLaw join Chad Ramberg and Rob Jacomen to talk about why great compliance is the key to scaling your RIA—faster, safer, and with more freedom. From breakaway advisors to billion-dollar firms, the message is the same: smart compliance isn’t a barrier. It’s a multiplier. What Yo...

Join us for a powerful new episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome long-term care industry icon Margie Barrie, Owner and Specialist at ACSIA Partners. If you're a financial advisor serious about protecting your clients' assets and future legacy, this conversation is a must-listen. Drawing from decades of frontline experience, Margie revea...

Join us for a high-stakes episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg break down the real risks RIAs face when the market turns volatile—and what you can do right now to protect your business. If you lead a financial firm or serve as a CCO, this episode is your wake-up call. Drawing from industry claims data, market indicators, and firsthand case studies, Rob...

Join us for an incredible episode of The Advisor's Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome industry veteran and RIA pioneer Chuck Failla, founder of Sovereign Financial Group, Inc. and GoRIA.com. Most financial advisors dream of true independence—but broker-dealer compliance often gets in the way. In this candid discussion, Chuck reveals why the traditional broker-de...

The Hidden Client Killer in Your Advisory Firm—And How to Fix It Fast! Join us for a game-changing episode of The Advisors Edge Podcast, where host Rob Jacomen and co-host Chad Ramberg sit down with Derrick Kinney—bestselling author of Good Money Revolution—to reveal the #1 silent business killer financial advisors don’t even realize is costing them clients. The best advisors aren’t just wealth ma...

The insurance industry is actively fighting against transparency. They lobby against client protections, hide critical data, and push policies that no one understands—and most agents don't even realize they're part of the problem. But today, we're pulling back the curtain. What you’ll learn in this episode: ✅ The dirty little secret insurance companies don’t want you to know. ✅ Ho...

Join us for a powerful episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg sit down with Ryan Closs, Head of RevOps at Box Professional Insurance, to reveal the hidden inefficiencies draining revenue from financial advisory firms—and more importantly, how to fix them fast. 🔹 What’s the biggest threat to your firm?  It’s not market downturns.  It’s not competition. 💡...

How Can Financial Advisors Become Game-Changers for Couples?  Unlock New Ways to Support and Guide Your Clients Today! Join us for an insightful episode of the Advisor's Edge podcast as we welcome Brian Page, founder of Modern Husbands, to discuss ways Advisors can help transform lives, marriages and family relationships - ideas for managing money and household responsibilities as a team. In...

Join us for a special episode of The Advisors Edge podcast as host Rob Jacomen and co-host Chad Ramberg welcome the incredible Bridget Grimes from Equita Financial Network. In this inspiring conversation, Bridget shares her journey in the financial planning industry, the challenges she faced as a woman in a male-dominated field, and the powerful community she has built to support other women in fi...

Welcome to the Advisors Edge podcast!  In this episode, host Rob Jacomen and co-host Chad Ramberg are thrilled to welcome Steve Ryder, the Chief Strategy Officer for Visory. With over 20 years of experience in the wealth management space, Steve shares invaluable insights into the world of cybersecurity and the importance of having a robust managed service provider. Join us as we discuss: ✅ The cr...

Join us for this exciting episode of the Advisors Edge podcast, where hosts Rob and Chad dive into a comprehensive year-end review of 2024. Chad also looks into his crystal ball and shares his insights on what's ahead for the Financial Services industry in 2025! In this episode, they discuss the significant events that shaped the financial advisory and insurance industries, including the impa...

Are you ready to unlock the secrets of successful networking and professional growth in the financial advisory world? In this episode of the Advisors Edge podcast, co-hosts Rob Jacomen and Chad Ramberg take you on an exclusive journey through the fall conference season, sharing invaluable insights and experiences from the NAPFA and Schwab Impact conferences. Why should you tune in? Because the kno...

In this episode of the Advisors Edge Podcast, hosts Rob Jacomen and Chad Ramberg sit down with Thayne Gould, Director and Head of Marketing and Advertising Review Practice at Vigilant. With over two decades of experience and a wealth of specialized expertise in the financial services industry, Thayne shares his insights on the intersection of compliance, marketing, and the evolving role of AI in t...

Welcome to the Advisors Edge Podcast!  In this exciting episode, host Rob Jacomen and co-host Chad Ramberg sit down with industry veterans Bob Fletcher and Mark Clemons from FiPar Financial.  With decades of experience in the trust services industry, Bob and Mark share their insights on how FiPar is revolutionizing the way Registered Investment Advisors (RIAs) can offer Trust Services to their cli...

Join us for an insightful episode of the Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome Greg Severinghaus from Markel.  With over a decade of experience in the insurance industry, Greg shares his journey from economics and financial services to becoming an underwriting manager specializing in financial institutions. In this episode, we dive deep into the evolving landsc...

In this episode, we dive deep into the importance of celebrating wins within our teams and how asking better questions can transform our relationships and business outcomes. Our Mission and Purpose: At Advisors Edge, our mission is to make a meaningful difference in the financial advisory and financial services world. We believe that by sharing real stories, actionable strategies, and insights fro...

Welcome to the Advisor's Edge Podcast! In this episode, hosts Rob Jacomen and Chad Ramberg sit down with special guest Emil Ali from McCabe Ali, a law firm specializing in representing investment advisors and broker-dealers. Join us as we dive into the complexities of compliance, the challenges advisors face in marketing and business development, and the importance of effective communication...

In this episode of the Advisors Edge podcast, host Rob Jacomen and co-host Chad Ramberg welcome Scott Smith, CEO of Buckler, to discuss the critical intersection of cybersecurity and regulatory compliance in the financial services industry. Scott shares his journey from practicing law to leading Buckler, a company dedicated to simplifying compliance processes for firms navigating complex regulatio...

In this very first episode of the Advisor's Edge podcast, hosts Rob Jacomen and Chad Ramberg are honored to sit down with Tim Chaves, COO and co-founder of Jump, an innovative AI meeting assistant designed specifically for financial advisors. Join us as we dive into the challenges faced by financial advisors in managing meeting administration and how Jump aims to reduce the time spent on thes...