The Advisors Edge Podcast

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, low-yield market—or wondering how to scale your firm with real value—you need this conversation.

Steve breaks down the strategies he used to:

→ Build a client-first, income-focused RIA model
→ Deliver real, realized income (not hypothetical total return)
→ Survive—and thrive—through multiple market crashes
→ Exit successfully and still serve the advisor community

He even shares the real story behind why most firms are failing retirees—and what your clients are really asking for (even if they don’t say it out loud).

💡 What You’ll Learn:

✅ Why "total return" is a myth—and the 3 numbers that matter
✅ How to use closed-end funds to generate consistent 7–9% income
✅ The case for profit-taking rules and real diversification
✅ Why most advisors are still stuck in accumulation-mode
✅ The mistake Steve made during his exit (so you can avoid it)

🔗 Connect with our guest:
Steve Selengut, Private Income Coaching and Investment Portfolio Review for: "The Income Coach"
LinkedIn:  https://www.linkedin.com/in/privateinvestmentmanagement/
Website:  https://theincomecoach.net/

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

🔗 Connect with the Hosts:
Rob Jacomen, Founder, Niche Growth OS & Niche Mastery Academy
LinkedIn:  https://www.linkedin.com/in/rob-jacomen/

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

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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a protection strategy, not just a policy.

Box Professional helps RIAs safeguard their firms with tailored risk programs, so you can grow without the blind spots.

✅ Real partners.
✅ Built-for-RIA strategies.
✅ No gaps. No surprises.

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

Box Professional Insurance — Build boldly. We'll protect what matters.

To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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Timestamps:
00:00 – The Income Coach Enters the Chat
03:20 – Why He Wrote the Book Advisors Actually Need
06:50 – The Wake-Up Call Every Advisor Needs
10:45 – What the Industry Doesn’t Want You to Know About Income Strategies
17:15 – The Day He Fired His Job and Built a Scalable Advisory Practice
21:30 – Why Most Advisors are Still Stuck in the ‘4% Rule’ Trap
26:15 – How to Use Volatility to Build Wealth (Not Fear It)
33:10 – The Secret Weapon Nobody Talks About: Realized Income Strategy
36:50 – The #1 Thing That Grew His RIA (and Why Almost No One Does It)
42:05 – From $0 to $110M: The Business Philosophy That Built It All
50:10 – The Exit Playbook: What He Learned Selling His RIA After 40 Years
56:15 – Most RIAs Miss This: The Income Strategy No One’s Teaching
1:02:45 – Final Thoughts: Legacy, Leadership, and Leaving People Better Than You Found Them

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 of Business Development at Highland Capital Brokerage—to unpack the REAL reasons most RIAs ignore insurance… and how the right strategy can deepen client relationships, drive firm growth, and help you build a more complete financial planning experience.

This isn’t about selling policies.
It’s about solving real problems.

The ones your clients care about most—longevity, long-term care, income security, and legacy planning.

Amy brings 20+ years of experience, hard-earned wisdom, and a refreshing dose of authenticity to a topic that’s overdue for a total mindset shift.

If you’re a fiduciary firm leader looking to close gaps, add value, and retain clients for life—you need this one.

🧠 What You'll Learn:

✅ Why most RIAs get insurance wrong—and how to fix it
✅ The #1 gap in most financial plans (and what clients are begging for)
✅ How Amy helps advisors implement insurance without adding friction
✅ What firms miss when vetting IMO/BGA distribution partners
✅ Why LTC and healthcare planning are now non-negotiables for growth

💬 Drop a comment below:
How are you helping clients address healthcare and longevity risks inside your planning process?

🧠 Connect with our guest:
Amy Kniseley, Head of Business Development, RIA & IBD
LinkedIn:  https://www.linkedin.com/in/amy-kniseley-54a2b2b/
Website:  https://www.highlandbrokerage.com/

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

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

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

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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a protection strategy, not just a policy.

Box Professional helps RIAs safeguard their firms with tailored risk programs, so you can grow without the blind spots.

✅ Real partners.
✅ Built-for-RIA strategies.
✅ No gaps. No surprises.

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

Box Professional Insurance — Build boldly. We'll protect what matters.

To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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👀 Timestamps:
00:00 – Intro + Meet Amy Kniseley
03:45 – Amy’s Origin Story: From Pig Farms to the C-Suite
07:15 – What Most RIAs Get Wrong About Insurance
13:10 – Changing the Perception of Insurance & Distribution
20:50 – Solving the Real Pain Points RIAs Face
26:30 – Why Highland’s Model Works for Fiduciary Firms
33:00 – The Power of Strategic Partnerships and Planning
38:45 – LTC, Healthcare Risk, and Legacy Conversations
44:10 – Amy’s Legacy: Authentic Leadership and Leaving People Better

🎧 Listen to the full episode on Spotify, Apple Podcasts, and YouTube.
Subscribe, comment, and share if you’re serious about building a resilient, value-driven advisory business.

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 high-net-worth families.  But what sets him apart isn’t just what he covers—it’s how he serves.  Brian has built a model that helps RIAs protect their clients without competing with them—and his approach is built on trust, clarity, and education-first risk analysis.

If you’re an RIA, advisor, or planning partner working with successful families, this episode is for you.

What You'll Learn:
✅ Why quoting is the death of real protection—and how spreadsheets win trust
✅ How Brian partners with RIAs to deliver massive value to their top clients
✅ What most advisors overlook when it comes to umbrella limits and personal risk
✅ How California wildfires and claims have permanently changed the insurance landscape
✅ Why planning ahead is your best move when everything around you is on fire

💬 Drop a comment below: How are you helping clients protect more than just their investments?

🧠 Connect with our guest:
Brian Trouette, Founder and Owner of Trouette Insurance Agency
LinkedIn:  https://www.linkedin.com/in/brian-trouette-5b60352/
Website:  http://www.trouette.com/

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

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

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

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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a protection strategy, not just a policy.

Box Professional helps RIAs safeguard their firms with tailored risk programs, so you can grow without the blind spots.

✅ Real partners.
✅ Built-for-RIA strategies.
✅ No gaps. No surprises.

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

Box Professional Insurance — Build boldly. We'll protect what matters.

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

00:00 – Meet Brian Tourette + Why He’s Not Your Average Broker
05:20 – How a Construction Background Shaped a Life of Service
11:40 – The Personal Lines Mistakes RIAs and Clients Keep Repeating
17:30 – Why Quoting Is the Wrong Strategy for Risk
23:10 – How Advisors and Insurance Specialists Can Work Together
31:15 – Real Talk: California, Wildfires, and a Broken System
41:45 – Strategic Planning Advice for High-Net-Worth Clients
50:10 – What It Means to Build a Team of Trusted Advisors
58:20 – The Servant Mindset Behind Pacific States + The Donkey Ranch Dream

🎧 Listen to the full episode on Spotify, Apple Podcasts, and YouTube.

Subscribe, comment, and share if you believe in helping clients protect more than just their portfolios.

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 You'll Learn:
✅ How the best RIAs use compliance as a strategic growth tool
✅ Why breakaway advisors don’t need to fear complexity
✅ What the biggest compliance mistakes are—and how to avoid them
✅ How tech (like Nexus) is changing the game for CCOs
✅ Why every RIA needs a plan, a process, and a partner

💬 Drop a comment below: Are you building a compliance foundation that empowers your RIA to grow?

🧠 Connect with our guests from AdvisorLaw:
Courtney Raymond – RIA Growth Consultant
LinkedIn:  https://www.linkedin.com/in/courtneyrw/
Website:  https://advisorlawllc.com/

Janet Messer – Outsourced CCO & Compliance Specialist
LinkedIn: https://www.linkedin.com/in/janet-messer-9b6884250/
Website:  https://advisorlawllc.com/

👇 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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🛡️ Box Professional Insurance isn’t just a sponsor.  They’re the strategic risk partner behind the most successful RIA firms.

When the market shifts and a claim hits, it’s too late to ask, “Do we have the right coverage?”
Box Pro works with RIAs to engineer protection strategies that do more than check boxes—they protect reputations, preserve relationships, and keep growth on track.

✅ Real partners.
✅ Built-for-RIA policies.
✅ No gaps. No surprises.

🔗 Learn more: https://www.boxproinsurance.com
Box Professional Insurance — Build boldly.  We'll protect what matters.

📅 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, growth-ready RIA.

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

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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!