In this episode of the Better Together podcast, Kelly and Sean Sundsvold interview Chad Ramberg, founder of BoxPro Insurance, who specializes in providing insurance solutions for registered investment advisors. Chad shares his journey from being a financial advisor to creating a niche insurance business that addresses the unique needs of financial professionals. The conversation explores the importance of understanding clients, the value of niche marketing, and the proactive approach to risk management that can empower business owners. Chad emphasizes the significance of education in the insurance process and how building strong partnerships can lead to better outcomes for clients.

Connect with Chad on LinkedIn: https://www.linkedin.com/in/chad-ramberg-71278533/

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