Most RIAs believe they’re “covered” because they have cyber insurance and written compliance policies. That assumption is exactly what gets firms burned during an SEC exam or after a cyber incident. In this episode of the Advisor’s Edge Podcast, we sit down with Mark Brown, Founder of Advisor Armor, and Anthony Patti, President of Advisor Armor, to break down the most dangerous gap we see in RIA firms today: 👉 When your written policies say controls exist… 👉 But your endpoints prove they d...
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Most RIAs believe they’re “covered” because they have cyber insurance and written compliance policies. That assumption is exactly what gets firms burned during an SEC exam or after a cyber incident. In this episode of the Advisor’s Edge Podcast, we sit down with Mark Brown, Founder of Advisor Armor, and Anthony Patti, President of Advisor Armor, to break down the most dangerous gap we see in RIA firms today: 👉 When your written policies say controls exist… 👉 But your endpoints prove they d...
Ep 014 - Financial Advisors: The Insurance Industry is a SCAM? The Hard Truth No One Talks About - feat. Steve Zeiger and Barry Flagg
The Advisors Edge Podcast
1 hour 2 minutes
10 months ago
Ep 014 - Financial Advisors: The Insurance Industry is a SCAM? The Hard Truth No One Talks About - feat. Steve Zeiger and Barry Flagg
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 ob...
The Advisors Edge Podcast
Most RIAs believe they’re “covered” because they have cyber insurance and written compliance policies. That assumption is exactly what gets firms burned during an SEC exam or after a cyber incident. In this episode of the Advisor’s Edge Podcast, we sit down with Mark Brown, Founder of Advisor Armor, and Anthony Patti, President of Advisor Armor, to break down the most dangerous gap we see in RIA firms today: 👉 When your written policies say controls exist… 👉 But your endpoints prove they d...
