Shows
The Advisors Edge PodcastEp 25 | The $10M Mistake Advisory Firms Make When Choosing a CRM - feat. Adrian Johnstone, CEO of PractifiMost CRMs weren’t built for financial advisors.They were built for sales reps.But Adrian Johnstone saw a better way—and built Practifi to prove it.In this episode, Chad Ramberg sits down with Adrian to break down:✅ Why generic CRMs like Salesforce and Microsoft crush operational efficiency✅ How structured + unstructured data are the key to unlocking powerful AI tools✅ Why CRMs must be built for the entire RIA team—not just advisors✅ The real reason advisory firms fail at adoption (and how to fix it)✅ What the best RIAs ar...2025-08-0637 minThe Advisors Edge PodcastEp 24 | Why Most RIA Firms Plateau...And the Kaizen System That Breaks the Growth BarrierIf you want to grow your RIA—but feel like you’re stuck in a cycle of complexity, inefficiency, or burnout—this episode might change everything.Chad Ramberg, President of Box Professional Insurance, joins co-host Rob Jacomen for a special behind-the-scenes episode that unpacks how top-performing firms scale through process, not just hustle.Chad shares how he’s applying Kaizen (continuous improvement) and lean startup systems—not just to insurance, but to team building, client service, and long-term growth.You’ll hear firsthand how Box Pro went from reactive workflows to a precise, repeatable “...2025-07-2256 minThe Advisors Edge PodcastEp 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott GillHow to Build, Scale, and Lead a High-Performance RIA Team — with Scott Gill of Synergy & Chad Ramberg of BPI.Most advisors talk about growth.Very few actually build a business that scales without breaking them—or their team.In this powerhouse episode of the Advisors Edge Podcast, host Rob Jacomen sits down with two firm builders—Scott Gill, founder of Synergy, and Chad Ramberg, President of Box Professional Insurance—for an unfiltered conversation on what it really takes to go from solo hustle… to sustainable scale.You’ll learn the systems, leadership m...2025-07-0853 minThe Advisors Edge PodcastEp 22 | He Quietly Built a $100M RIA... Here’s the Philosophy That Made It Possible - feat. Steve SelengutRetirement 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...2025-06-251h 06The Advisors Edge PodcastEp. 21 | Most RIAs are ignoring the #1 risk that could destroy a client’s retirement plan - feat. Amy Kniseley, Highland Capital BrokerageWhy 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 gro...2025-06-1053 minThe Advisors Edge PodcastEp. 20 | From Risk to Rescue: How Brian Trouette Protects Wealth, Relationships, and Donkeys - feat. Brian Trouette, Founder, Trouette Insurance AgencyWhat 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...2025-05-2753 minThe Advisors Edge PodcastEp. 19 | Why Compliance Isn’t the Enemy of Growth for RIAs: 3 Keys to Scaling Your Firm - feat. Courtney and Janet from AdvisorLawThink 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 bigges...2025-05-1338 minThe Advisors Edge PodcastEp. 18 | Why RIAs & Financial Advisors Who Ignore Long-Term Care Planning Risk Their Clients’ Wealth - feat. Margie BarrieJoin 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 le...2025-04-2946 minThe Advisors Edge PodcastEp. 17 | Market Volatility & Risk Are Rising: Here’s How to Protect Your RIA During Uncertain Times - feat. Chad and RobJoin 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 whil...2025-04-1548 minThe Advisors Edge PodcastEp 016 - The Ugly Truth About Broker-Dealer Compliance Every Financial Advisor Must Know (And How to Go RIA) - feat. Chuck FaillaJoin 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...2025-04-0140 minThe Advisors Edge PodcastEp 015 - The Secret to Turning Every Conversation into a Loyal Client (Most Advisors Miss This!) - feat. Derrick KinneyThe 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...2025-03-1844 minThe Advisors Edge PodcastEp 014 - Financial Advisors: The Insurance Industry is a SCAM? The Hard Truth No One Talks About - feat. Steve Zeiger and Barry FlaggThe 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 insu...2025-03-051h 02The Advisors Edge PodcastEp 013 - Advisors: The Top 3 Reasons Why You May Be Losing Clients—And How RevOps Can Fix It Fast! - feat. Ryan ClossJoin 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...2025-02-1845 minThe Advisors Edge PodcastEp 012 - Advisors! Attract Clients Who Stay for Life: Help Families Win at Both Wealth and Relationships! - feat. Brian PageHow 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 h...2025-02-0437 minThe Advisors Edge PodcastEp 011 - Building Community: How This Industry Legend Is Helping to Transform Women-Led Advisory Firms - feat. Bridget GrimesJoin 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...2025-01-2843 minThe Advisors Edge PodcastEp 010 - Top Cybersecurity Expert EXPOSES 3 Hidden Threats Every RIA Is Facing In 2025 - feat. Steve RyderWelcome 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 202...2025-01-1429 minThe Advisors Edge PodcastEp 009 - 2024's Financial Services Shake-Up Revealed: What Every Advisor Needs To Know for 2025 - feat. Chad and Rob (solo)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...2024-12-3120 minThe Advisors Edge PodcastEp 008 - The Ultimate Guide to Maximizing Conference ROI: Insider Tips from NAPFA and Schwab IMPACT 2024! - feat. Chad and Rob (solo)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 y...2024-12-1733 minThe Advisors Edge PodcastEp 007 - From Constraints to Growth: Overcoming Compliance Challenges in Marketing Financial Services - feat. Thayne GouldIn 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 comp...2024-12-0452 minThe Advisors Edge PodcastEp 006 - Discover the Hidden Secret to Trust Services: How FiPar Financial Is Helping RIAs Boost Client Retention, Revenue and Profits - feat. Bob and MarkWelcome 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 th...2024-11-201h 05The Advisors Edge PodcastEp 005 - 4 Genius Insurance Tips To Protect Your Advisory Firm: Insights from An Insurance Industry Veteran - feat. Greg SeveringhausJoin 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 y...2024-11-0644 minThe Advisors Edge PodcastEp 004 - Celebrate Every Win: Proven Strategies to Boost Morale and Performance in Your Team - feat. Chad and Rob (solo)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...2024-10-2237 minThe Advisors Edge PodcastEp 003 - "How to Mitigate Hidden Legal Risks in Your Financial Advisory Firm" - feat. Emil Ali, AttorneyWelcome 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...2024-10-0836 minThe Advisors Edge PodcastEp 002 - "The Future of Cyber Compliance: What Financial Advisors Need to Know" - feat. Scott SmithIn 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 regulations.He explains how Buckler creates streamlined policies that satisfy multiple regulatory requirements, making it easier for firms to demonstrate compliance and protect client data.The conversation delves into the challenges firms face in aligning IT...2024-09-2440 minThe Advisors Edge PodcastEp 001 - "Jumping into the Future: AI Solutions Designed for Financial Advisors" - feat. Tim ChavesIn 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 these tasks by up to 90%. Tim shares insights on the importance of enhancing client experiences through efficient communication and follow-ups, and how AI can transform the way advisors interact with their clients.2024-09-1044 min
Profiles in RiskRob Jacomen, Founder and Chief Growth Officer at HPX - PIR Ep. 582I chat with Rob Jacomen, Founder and Chief Growth Officer at HPX, they help insurance agents and brokers go from commoditized generalists to highly valued and respected specialist. They offer consulting and coaching to help you niche down, build, grow, and scale a book of business that dominates specific niches.Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/Video Version: https://youtu.be/8vnZ64dKHV82024-09-0333 min
Agency Intelligence: The Insurance Podcast NetworkGPP: The First Step to Building a $1 Million Insurance Book of Business with Rob Jacomen“It takes the same amount of energy to sign a small client as it does to sign a large one."Rob Jacomen, Co-Founder at Basecamp Insurance Growth Mastermind, joins us this week and drops some knowledge on what it takes to build a $1 million book of business. The first step: Get focused on your audience. This isn't a new idea by any means, but Rob dives deep. How do you pick your audience? How do you get introductions? How do you establish yourself as an expert?We cover it al...2024-07-0345 min
Getting Past the PremiumThe First Step to Building a $1 Million Insurance Book of Business with Rob Jacomen“It takes the same amount of energy to sign a small client as it does to sign a large one."Rob Jacomen, Co-Founder at Basecamp Insurance Growth Mastermind, joins us this week and drops some knowledge on what it takes to build a $1 million book of business. The first step: Get focused on your audience. This isn't a new idea by any means, but Rob dives deep. How do you pick your audience? How do you get introductions? How do you establish yourself as an expert?We cover it all – so listen in.Enjo...2024-07-0343 min
The DMV (Washington, DC | Maryland | Virginia) Business Show149 - Insurance AI Mastery with Rob Jacomen of HPXIn this engaging interview on The DMV Business Show, host Otto Sevilla talks with Rob Jacomen, the Founder and Owner of HPX out of Maryland. They are a high-performance growth agency dedicated to assisting insurance agency owners, brokers, and producers in building, growing, and scaling profitable books of commercial business. Rob dives into HPX's transformative programs, such as the Master Builder Program and the Growth Mastery Academy for producers. He sheds light on the integration of AI and emerging technologies, stressing the importance of leveraging AI to drive business growth. Additionally, Rob delves into his transition from a commercial insur...2024-02-131h 05
Leave Better: Conversations of Impact for Business and LifeServing Others with Your BusinessWelcome to another episode of The LeaveBetter Podcast where I interview high performers and business owners to glean from their wisdom and practical routines, habits, and mindsets— that you can apply to your own life.For the month of October, we will be replaying some of our favorite episodes. They are worth another listen! : )In this replay of episode 24, we are pleased to have Rob Jacomen - the owner of HPX Agency. Rob enjoys working with high performance producers in the insurance industry.In this episode, we talk about taking the opportunities that come...2023-10-0938 minLeave Better: Conversations of Impact for Business and LifeMake the Most of Opportunities - with Rob JacomenWelcome to another episode of The LeaveBetter Podcast where I interview high performers and business owners, gleaning from their wisdom, practical routines, habits, and mindsets.In episode 24, we are pleased to have Rob Jacomen - the owner of HPX Agency and enjoys working with high performance producers in the insurance industry.In this episode, we talk about taking the opportunities that come into your life and making it work with your business and life. You are in control of your life and can set goals and work hard for the outcomes you hope for. Enjoy!2022-12-0538 min
Connection Loop by DubbVideo Will Replace Email? - A Guide to Using Video for All Aspects of Your Business with Rob JacomenAt Dubb, we are extremely bullish on the future of video sales and marketing. Whether you are trying to win over a client or stay in touch with an important customer, video can help you get the job done. But what about video’s role in the future? While forecasting is always difficult, there’s a good argument that video is going to become an even greater part of our lives. It may even replace the email itself.
To dig into the current status and future of video, Dubb founder Ruben Dua spoke with Rob Jacomen. Rob is a...2020-06-0943 min