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 reveals why long-term care planning is no longer optional—and how financial advisors can integrate it seamlessly into their client strategies to add massive value, build deeper trust, and safeguard generational wealth.

What you'll learn in this episode:

✅ Why ignoring long-term care risks could devastate client portfolios and family wealth
✅ How to position long-term care planning as a wealth preservation strategy
✅ The top 3 misconceptions clients have about Medicare and long-term care coverage
✅ Why working with a true specialist matters now more than ever
✅ Real-world success stories and practical scripts you can use with clients today

This episode is packed with real talk, tactical frameworks, and client stories that will change how you approach risk management forever.

💬 Drop a comment below: Are you proactively integrating long-term care strategies into your client plans?

🧠 Connect with our guest Margie Barrie, Long-Term Care Solutions Specialist, ACSIA Partners:
Email:  [email protected]
Phone:  (941) 355-7600

👇 Follow Us:
📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

🧠 Connect with the Hosts:
Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
Founder, Alchemy Content Lab & Niche Mastery Academy

Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at https://www.boxproinsurance.com/

Box Professional Insurance = Be protected.  Feel empowered.

To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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🎧 Listen to the full episode on Spotify, Apple Podcasts, and YouTube.

Subscribe, comment, and share if you're serious about building a resilient, future-ready financial practice.

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 and Chad reveal how market fear and portfolio losses correlate directly to professional liability claims—and what the smartest firms are doing about it while the market is still soft.

What you'll learn in this episode:

✅ Why the S&P 500 is a leading indicator of E&O claims in financial services
✅ How volatile markets create emotional clients and expensive legal problems
✅ The most common mistakes firms make before a claim ever hits their desk
✅ How to use data to anticipate risk and lock in favorable coverage before prices spike
✅ What the VIX (fear index) tells us about a pending hard market in professional lines

⚠️ If you're a financial advisor watching fear rise in the markets—this episode will give you the data, clarity, and proactive steps you need to protect your business before premiums skyrocket.

This is the strategy episode every RIA needs before renewal season.

💬 Drop a comment below:  How are you preparing your firm for increased market volatility?

Follow Us:👇

Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
Founder, Alchemy Content Lab & Niche Mastery Academy

Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at https://www.boxproinsurance.com/

Box Professional Insurance:

Be protected. Feel empowered.

To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5

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-dealer model might be holding your business back—and how going independent as an RIA can transform your career, client relationships, and financial future.

What you'll learn in this episode:

✅ Why Broker-Dealer compliance could be quietly sabotaging your growth.
✅ The single biggest mistake advisors make when transitioning to an RIA (and how to avoid it).
✅ Goals-based vs. Cashflow-based planning: Why getting this right can skyrocket your value to clients.
✅ How Chuck scaled Sovereign Financial from zero clients to a leading RIA without cold calling.
✅ The simple decision-tree method to determine if you should build your own RIA or tuck into an existing one.

This episode is your guide to true freedom as a financial advisor—don't miss it.

⚠️ If you're a financial advisor frustrated with broker-dealer limitations—this episode will give you the clarity, confidence, and practical steps you need to take control of your business.

Connect with Chuck Failla, Founder, Sovereign Financial Group & GoRIA:
LinkedIn: https://www.linkedin.com/in/charlesfailla/
Website: https://www.goria.com
Podcast: https://www.goria.com/podcast

Follow Us:👇

Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at https://www.boxproinsurance.com/

Box Professional Insurance:

Be protected. Feel empowered.

To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!

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 managers—they’re business owners.  And if your systems, messaging, and client experience aren’t dialed in, you’re bleeding revenue without even knowing it.

Derrick is here to show you how to stop the losses—fast.

What You’ll Learn in This Episode:
✅ The hidden client experience mistakes that make advisors lose business.
✅ Why automation & messaging are the secret to scaling (without hiring more staff).
✅ How to turn conversations into clients—and keep them for life.
✅ The one tweak that instantly makes your marketing 10x more effective.
✅ The simple 3-step process to avoid burnout and keep your passion alive.

If you’re working harder but not seeing the results you want, you need to hear this.

💬 Drop a comment below: What’s the biggest challenge keeping you from scaling your advisory business?

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⚠️ If you’re a financial advisor who wants more clients, more revenue, and a better business, this episode is a must-listen.

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Connect with Derrick Kinney:
🔹 Website: https://www.goodmoneyframework.com
🔹 LinkedIn: https://www.linkedin.com/in/derrickkinney/
🔹 Get the Book: Good Money Revolution - https://www.amazon.com/Good-Money-Revolution-Make-More/dp/151077291X

––––––––––––––––––––––––––––––––––––––––––

Follow Us & Stay Connected: 👇
🎙️ Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔹 Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
🔹 Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/

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Special Thanks to Box Professional Insurance

📌 Because great advisors have a plan—protect your business while you grow your firm.
Box Professional specializes in helping RIAs, financial advisors, and wealth managers protect their firms with tailored insurance solutions, so you can focus on growth while we handle the risks.

🔹 Learn more & get protected: https://www.boxproinsurance.com
🔹 Book a Call with Us:  https://calendly.com/d/z3t-b6h-xt5

––––––––––––––––––––––––––––––––––––––––––

🎧 Listen on Spotify, Apple Podcasts, & YouTube—hit subscribe & never miss an episode!

👊 If you found this valuable, hit LIKE, SUBSCRIBE, and DROP A COMMENT below!  What’s the biggest challenge you’re facing in your advisory firm? Let us know! 🚀

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.
✅ How 95% of agents are unknowingly selling overpriced, bad-fit policies.
✅ Why brokers who don’t evolve will be obsolete in the next 5 years.
✅ The one question that exposes the flaws in any life insurance policy.

This will make a lot of insurance professionals uncomfortable. But if you care about doing right by your clients, you need to hear this.

💬 Drop a comment below: Do you think the industry is broken beyond repair?

⚠️ If you’re an agent, broker, or financial advisor—this episode will change how you see your business.

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About our Guests:👇

Connect with Steve Zeiger, Managing Director,
KB Financial Companies, LLC:
LinkedIn:  https://www.linkedin.com/in/stevenzeiger/
Website:  http://www.kbfinancialcompanies.com/

Connect with Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®
Veralytic:
LinkedIn:  https://www.linkedin.com/in/barrydflagg/
Website:  http://veralytic.com/


Follow Us:👇

Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/ 
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at https://www.boxproinsurance.com/.  Box Professional Insurance:  Be protected.  Feel empowered.

To Book a Call with Us:  https://calendly.com/d/z3t-b6h-xt5

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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!

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**DISCLAIMER STATEMENT**
The views and opinions expressed in this podcast are those of the individual speakers and do not necessarily reflect the official policies, positions, or endorsements of any company, organization, or regulatory body.

Steve Zeiger and Barry Flagg are speaking in their capacity as independent professionals and industry experts, sharing their personal insights based on experience and publicly available data. Their statements should not be interpreted as financial, legal, or regulatory advice.

This discussion is for educational and informational purposes only and should not be relied upon as a substitute for independent professional guidance. Listeners and viewers are encouraged to conduct their own due diligence and seek qualified advisors before making any financial or insurance-related decisions.

Any references to specific companies, products, or industry practices are made in good faith for discussion purposes and should not be misconstrued as accusations, guarantees, or definitive statements of fact.

By watching this episode, you acknowledge that the hosts, guests, and production team bear no liability for any actions taken based on the content presented.

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.

💡 The real client killer is friction in your processes—the inefficiencies that frustrate clients, eat up your time, and quietly erode your growth.

Ryan pulls back the curtain on how smart advisors are using automation, systems, and process optimization to:

✅ Increase client retention by delivering a seamless experience
✅ Save time & reduce admin work so you can focus on relationships
✅ Use automation the right way without overcomplicating your tech stack
✅ Scale without hiring a massive team

If you’ve ever struggled with lost revenue, client churn, or clunky back-office systems, this episode will give you the actionable strategies you need to turn things around.

Key Topics Covered in This Episode:
✅ What is RevOps, and how can financial advisors leverage it?
✅ The real reason clients leave (and it’s NOT what you think)
✅ How automation can boost retention & revenue—without losing the personal touch
✅ The biggest process mistakes advisors make (and how to fix them)
✅ The Kaizen approach to continuous improvement for your firm

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Connect with Ryan Close & Box Professional Insurance:
🔹 Ryan Closs on LinkedIn: https://www.linkedin.com/in/ryan-closs/
🔹 Box Professional Insurance: https://www.boxproinsurance.com
🔹 Book a Consultation: https://calendly.com/d/z3t-b6h-xt5

––––––––––––––––––––––––––––––––––––––––––

Follow Us & Stay Connected: 👇
🎙️ Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔹 Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
🔹 Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/

––––––––––––––––––––––––––––––––––––––––––

Special Thanks to Box Professional Insurance:

📌 Because great advisors have a plan—protect your business while you grow your firm.
Box Professional specializes in helping RIAs, financial advisors, and wealth managers protect their firms with tailored insurance solutions, so you can focus on growth while we handle the risks.

🔹 Learn more & get protected: https://www.boxproinsurance.com

To Book a Call with Us:  https://calendly.com/d/z3t-b6h-xt5

––––––––––––––––––––––––––––––––––––––––––

🎧 Listen on Spotify, Apple Podcasts, & YouTube—hit subscribe & never miss an episode!

👊 If you found this valuable, hit LIKE, SUBSCRIBE, and DROP A COMMENT below!

What’s the biggest challenge you’re facing in your advisory firm?  Let us know!

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 this episode, hosts Rob Jacomen and Chad Ramberg dive deep into Brian's journey from personal finance educator to advocate for modern partnerships in the home.

Discover how the dynamics of dual-income households are changing and why teamwork is essential for financial and emotional well-being.

Brian shares valuable insights on:

✅ The importance of collaboration in managing finances and household tasks.

✅ Strategies to alleviate the mental load often carried by women in dual-income households.

✅ Evidence-based approaches to financial management that can lead to happier marriages.

✅ The role of financial advisors in supporting couples through effective communication and shared goals.

Whether you're a financial advisor looking to enhance your client relationships or a partner seeking to improve your home dynamics, this episode is packed with actionable advice and inspiration.

Don't forget to check out Brian's resources at https://www.modernhusbands.com/ and subscribe for more episodes that empower you to take charge of your financial and personal life!

Timestamps:
00:00 - Introduction
00:11 - Meet Brian Page
01:03 - The mission of Modern Husbands
02:49 - The importance of teamwork in modern households
05:30 - Brian's personal journey and the genesis of his business
10:26 - The emotional aspects of managing money
15:00 - How financial advisors can help couples
20:09 - The toolkit for financial planners
27:36 - Building a supportive community
30:18 - Closing thoughts and future aspirations

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Connect with Brian:
LinkedIn:  https://www.linkedin.com/in/brianhpage/
Email:  [email protected]
Website:  https://www.modernhusbands.com/


Follow Us:👇
Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/ 
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at https://www.boxproinsurance.com/.  Box Professional Insurance:  Be protected.  Feel empowered.

To Book a Call with Us:  https://calendly.com/d/z3t-b6h-xt5

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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!

#ModernHusbands #FinancialAdvice #Teamwork #Marriage #FinancialPlanning #AdvisorsEdge #Podcast

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 finance.

Discover how Bridget and her business partner, Katie Burke, launched Equita to create a supportive network for female financial planners, focusing on collaboration, resource sharing, and empowerment.

They discuss the importance of specialization in financial planning, the value of community, and how to navigate the complexities of work-life balance.

Whether you're a financial advisor, a woman in business, or simply looking for inspiration, this episode is packed with valuable insights and actionable advice.

Don't miss out on Bridget's passion for helping others succeed and her vision for a more inclusive financial services industry.

Key Topics:

✅ Bridget's personal journey in financial planning

✅ The inception and mission of Equita Financial Network

✅ The importance of community and collaboration

✅ Strategies for work-life balance in the financial industry

✅ The value of specialization and niche marketing

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Connect with Bridget:
LinkedIn:  https://www.linkedin.com/in/bridget-venus-grimes-cfp/
Email:  [email protected]
WealthChoice Website:  https://wealthchoice.com/
Equita Financial Network:  http://www.equitafn.com/


Follow Us:👇
Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/ 
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at www.boxproinsurance.com.  Box Professional Insurance:  Be protected.  Feel empowered.

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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!

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 critical role of cybersecurity in financial advisory firms

✅ The importance of company culture in managing cybersecurity risks

✅ Key areas advisors should focus on as they prepare for 2025

✅ The significance of regulatory compliance and audits in the financial services industry

✅ Real-life examples of cybersecurity incidents and how to prevent them

Steve emphasizes the need for transparency, employee training, and proactive measures to safeguard client data.  Whether you're a small firm or a larger organization, this episode is packed with practical advice and strategies to enhance your cybersecurity posture.

If you find value in this episode, please consider subscribing to our channel and joining our community.  Keep reaching for your goals and remember, anything is possible!

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Connect with Steve Ryder:
Email:  [email protected]
Website:  https://www.visory.net/

Follow Us:👇
Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/ 
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at www.boxproinsurance.com.  Box Professional Insurance:  Be protected.  Feel empowered.

************

Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!

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 impact of New York's cybersecurity regulations and the evolving landscape of compliance.

Chad shares his insights on the current state of the insurance market, highlighting the unique dynamics affecting the RIA Industry and the implications of recent regulatory changes.  They also explore the role of technology and innovation, including the emergence of new tools and carriers that are transforming the insurance space.

Whether you're an advisor, insurance professional, or simply interested in the financial services industry, this episode is packed with valuable information and expert perspectives.  Don't miss out on the opportunity to gain insights that could help you navigate the challenges and opportunities ahead in 2025!

Key Topics:

✅ Year-end review of 2024 in the financial advisory space

✅ Impact of New York's cybersecurity regulations

✅ Current trends in the insurance market for RIAs

✅ The role of technology and AI in insurance

✅ Insights on upcoming market changes and strategies for success

If you find value in this episode, please consider subscribing to our channel and joining our community.  Keep reaching for your goals and remember, anything is possible!

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Follow Us:
Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/ 
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

************

Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at www.boxproinsurance.com.  Box Professional Insurance:  Be protected.  Feel empowered.

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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!