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 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott Gill
The Advisors Edge Podcast
53 minutes
5 months ago
Ep 23 | Why Most RIAs Struggle to Scale...And What the Top 1% Do Differently - feat. Scott Gill
How 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 ...
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...
