The Advisors Edge Podcast

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

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

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

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

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

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

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

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

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

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

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!

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!

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

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

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

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!

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

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.

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

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

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 knowledge and connections you gain at these events can transform your practice and elevate your career.  Discover how to leverage these opportunities to build meaningful relationships, gain industry insights, and drive your business forward.

Key Takeaways:

• The undeniable value of face-to-face interactions in building trust and rapport with clients and peers.
• A detailed comparison of the NAPFA and Schwab IMPACT conferences, highlighting their unique cultures and offerings.
• Insights on how advisors are innovating their marketing strategies and growing their firms in a competitive landscape.
• The impact of technology and AI on the financial services industry and how to stay ahead of the curve.
• Real-life stories of serendipitous connections that led to unexpected opportunities.

Timestamps:

• 00:00 - Introduction
• 00:19 - Chad's experience at the conferences
• 00:51 - The value of attending conferences
• 05:28 - Insights from Alex on conference takeaways
• 08:03 - Overview of NAPFA
• 18:53 - Transition to Schwab IMPACT
• 20:12 - Key discussions at Schwab IMPACT
• 30:31 - Final thoughts on conference ROI

Don’t miss out on this opportunity to elevate your advisory practice!  Subscribe now and join our community of forward-thinking advisors who are committed to continuous growth and excellence.

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

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.

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

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

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 the financial advisory space.

Join us as we explore:

✅ The challenges financial advisors face in navigating compliance while trying to grow their businesses.

✅ How AI is impacting compliance and marketing strategies within the financial services industry.

✅ The importance of establishing guardrails for marketing messages, especially in the age of social media.

✅ Practical strategies for advisors to effectively communicate with clients while adhering to regulatory requirements.

✅ The future of AI in compliance and the potential risks and rewards it brings to the industry.

Thayne emphasizes the need for collaboration between advisors, compliance teams, and marketing departments to create a successful and compliant marketing strategy.  He also discusses the importance of transparency and ethical practices in building trust with clients.

Whether you're a financial advisor looking to enhance your marketing efforts or simply interested in the evolving landscape of compliance and technology, this episode is packed with valuable insights and actionable advice.

Don't forget to subscribe to the Advisors Edge Podcast for more episodes that help you navigate the complexities of the financial services industry!

Connect with Thayne Gould:
LinkedIn: https://www.linkedin.com/in/thayne-gould/
Vigilant: www.vigilant.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

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.

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

Timestamps:
00:00 - Introduction
00:38 - The impact of AI on compliance
02:03 - Thane's background and expertise
05:13 - The role of compliance in marketing
10:06 - Overcoming compliance challenges
15:13 - The SEC's focus on social media
20:44 - Strategies for effective communication
30:06 - The future of AI in compliance
36:19 - Final thoughts and takeaways

Tune in now and gain insights that can help you thrive in the financial advisory world!

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 clients.

Join us as we dive into:

✅ The unique challenges faced by Trust Departments and how FiPar helps mitigate risks.

✅ The growing interest among RIAs to incorporate Trust services and the pitfalls to avoid.

✅ FiPar's innovative "Private RIA Trust" model, which provides a turnkey solution for RIAs without the regulatory headaches.

✅ The importance of personal relationships in the Trust industry and how FiPar connects RIAs with experienced Independent Professional Trust Counselors (IPTCs).

✅ Strategies for RIAs to retain clients and grow their business through Trust services.

Whether you're an RIA looking to expand your offerings or simply interested in the evolving landscape of trust services, this episode is packed with valuable insights and practical advice. Don't miss out!

To connect with Bob and Mark:

Bob Fletcher LinkedIn:  https://www.linkedin.com/in/bob-fletcher-ctfa-cisp-cfmp-bank-trust-consultant-973b9221/

Mark Clemons:  https://www.linkedin.com/in/mark-e-clemons-b4712719/

👉Subscribe to our channel for more episodes and insights from industry experts!

Advisor's Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast
Rob Jacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg LinkedIn:  https://www.linkedin.com/in/chad-ramberg-71278533/

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 landscape of insurance for financial advisors, discussing the increasing aggressiveness of the SEC, the rise of social engineering claims, and the importance of having the right coverage in place.

Greg emphasizes that you don't have to do anything wrong to get sued, making it crucial for advisors to understand their risks and the importance of insurance.

We also explore best practices for advisors to protect themselves, the significance of clear client agreements, and the value of working with industry niche specialists.

Greg shares valuable insights on how to proactively manage risks and the benefits of thorough insurance applications.

Whether you're an advisor, broker, or simply interested in the financial services industry, this episode is packed with valuable information and practical tips to help you navigate the complexities of insurance.

Key Takeaways:

✅ The importance of insurance in protecting financial advisors
✅ Understanding the risks associated with unregistered securities
✅ Best practices for client agreements and disclosure
✅ The value of working with specialized insurance brokers

Don't miss this opportunity to learn from one of the best in the industry!

Connect with Greg on LinkedIn:  https://www.linkedin.com/in/greg-severinghaus-1922b623/

Connect with Chad Ramberg, Owner of Box Professional Insurance:  https://www.linkedin.com/in/chad-ramberg-71278533/

*********
We've created a simple FREE Guide and Checklist, "Top 10 Cybersecurity & Risk Management Best Practices for RIAs" that you can download here 👉 https://go.boxproinsurance.com/ria-risk-management-free-guide

Subscribe to the Advisors Edge Podcast for more expert insights!

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 from industry leaders, we can empower advisors to elevate their practices and serve their clients better.

Our vision is to create a community where financial professionals can learn, grow, and thrive together.

In This Episode, We Discuss:

✅ The significance of celebrating wins, no matter how big or small, and how it fosters a positive team culture.
✅ The power of asking better questions to build trust and strengthen relationships with clients and team members.
✅ The importance of patience in the sales process and how it can lead to more meaningful connections and successful outcomes.
✅ Real-life examples of how our team members have achieved significant wins and the steps they took to get there.
✅ The value of creating a structured sales cadence that focuses on quality over quantity, ensuring that every outreach is impactful.

Key Takeaways:

→ Winners ask better questions and celebrate every win, creating a culture of recognition and motivation.

→ Building trust is a gradual process that requires consistent effort and genuine engagement.

→ Patience is a critical skill in sales; it allows for deeper connections and better understanding of client needs.

→ Quality outreach, even in smaller quantities, can yield better results than a high volume of generic interactions.

→ Every team member contributes to the overall success of the organization, and their wins deserve recognition.

Join us as we explore these themes and more, providing you with the tools and insights you need to enhance your practice and make a lasting impact in the financial services industry.

If you find value in our message, please subscribe to our channel and share your thoughts in the comments. We are here to serve you and help you gain the edge you need to succeed.

Thank you for being part of our journey!

Follow Us:

Advisor's Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast

Rob Jacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/

Chad Ramberg LinkedIn:  https://www.linkedin.com/in/chad-ramberg-71278533/

Key Moments (timestamps):

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 navigating regulatory landscapes.

Emil shares his insights on the evolving role of compliance, the impact of off-channel communication, and the significance of having a solid business continuity plan.

Whether you're an investment advisor looking to grow your firm or simply interested in the legal aspects of the financial industry, this episode is packed with valuable information and practical advice.

Key Topics Discussed:

✅ Understanding client complaints and the importance of personality in client relationships

✅ The intersection of legal and compliance services

✅ Common challenges advisors face in marketing and business development

✅ The impact of remote work and off-channel communication on compliance

✅ Insights into the current state of RIA consolidation and M&A activity

Don't miss this opportunity to learn from Emil's extensive experience and expertise in the field. Be sure to like, subscribe, and hit the notification bell for more insightful episodes!

Follow Us:

Advisor's Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast

Rob Jacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/

Chad Ramberg LinkedIn:  https://www.linkedin.com/in/chad-ramberg-71278533/

Emil Ali LinkedIn:  https://www.linkedin.com/in/emilali/
McCabe Ali website:  https://mccabeali.com/
Emil Ali email:  [email protected]

Listen to the full episode now!