Private RIA Trust
“Not only do we build you the solution…we bring you the business!” (sm)
The Advisors Edge Podcast--Hosted by Insiders Chad Ramberg and Rob Jacomen
Discover the Secret to Trust Services: How FiPar Is Helping RIAs Boost Client Retention and Revenue
"If you’re an RIA, financial advisor or just fascinated by innovative solutions in wealth management, this is one episode you don’t want to miss.
Bob and Mark are experts in a niche that most RIAs either misunderstand or avoid entirely—trust services.
Their insights on how to leverage Trust solutions for client retention, business growth, and risk management are game-changing!"
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Tired of the same boring financial services industry podcasts?
The Advisors Edge Podcast breaks the mold. This isn’t just another show about theory and outdated advice.
We’re bringing you the real stories, the cutting-edge tech, and the bold strategies that will give you the competitive edge you need to dominate in today’s fast-paced industry.
Hosted by insiders, Chad Ramberg and Rob Jacomen, who know the game, each episode delivers conversations with top leaders, innovators, and disruptors from across the financial services world.
Whether it’s AI, fintech, valuations, regulatory compliance, or cybersecurity—we’re covering it. If you’re a financial advisor, RIA, or leader in this space, this is where you’ll find the strategies that actually move the needle.
You won’t just leave with more information—you’ll leave with a blueprint to sharpen your skills, elevate your business, and stay ahead of the competition.
If you want to play it safe, go listen to something else.
If you’re ready to win, welcome to The Advisors Edge.
Website: https://theadvisorsedgepodcast.buzzsprout.com
Chad Ramberg
President
Box Professional Insurance
Portland, Oregon
503-330-5669
[email protected].
www.boxproinsurance.com
Helping RIA’s Exclusively | Advisor E&O | Cyber Insurance & Fiduciary Liability Insurance for Advisors | RIA E&O | RIA Business Insurance | Investment Advisor Insurance | Hedge Fund Insurance | New RIA IAR RIA Insurance
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Rob Jacoman
Founder | Chief Content Alchemist
NicheBuilders & Alchemy Content Lab
Shoot Me a Text: 724-612-9344
"Master your niche. Dominate your competition."
[email protected]
Alchemy Content Lab specializes in providing done-for-you (DFY) and done-with-you (DWY) niche content creation services and strategy consulting for insurance agencies, MGAs, brokers and select financial services firms.
We help you transform your raw ideas and content—videos, audios, podcasts and transcripts into 10, 20, 40+ pieces of high-quality industry niche-specific content assets that gets attention, builds trust and drives revenue growth (
FiPar has developed an innovative trust solution designed specifically for Registered Investment Advisors (RIAs) called "Private RIA Trust".
RIAs can now make available a full suite of personal trust services without complex regulatory, organizational and operational infrastructure, financial risks, regulatory capitalization requirements, operating expense and broad-based skill requirements commonly associated with owning and operating one's own Independent Trust Company.
By our model eliminating expense, risk and hassle, RIAs can maintain focus on their core corporate objectives while diversifying their business lines to gain competitive market edge, grow assets and generate a new source of recurring revenue.
Trust services allow RIAs to attract HNW, UHNW and Family Office legacy wealth relationships that might otherwise migrate to competitors, enabling them to fulfill an ever-growing demand among owners of discerning wealth to identify and fully utilize modern trust laws that afford them optimal control, flexibility, influence, privacy and security in growing, protecting, managing and transitioning legacy wealth.
Independent Professional Trust Counselors
Key element in our model is the integration of FiPar's trust business development specialists identified as "Independent Professional Trust Counselors" (IPTCs), typically representing qualified, experienced Senior Trust Officers, Trust & Estate Lawyers and CPAs, selected by and assigned to RIAs from our network of counselors, to conduct business development and provide client servicing.
IPTC NETWORK
IPTCs are recruited from within RIA local markets from all parts of the country to include industry-leading, multi-disciplined, multi-jurisdictional talented professionals.
In addition, FiPar makes available several internal IPTCs of its own, listed below.
ESTATE VISUALIZATION BLUEPRINT (sm)
IPTCs utilize Estate Visualization BluePrint (sm) to serve as an essential tool in curating client information and data to create a simple, clear, dynamic visual representation of clients’ existing household profile, financial condition and estate plan.
The BluePrint includes clients' aggregated investment portfolios, business and legal entities, ownership interests, real estate holdings, private investments and insurance program as well as trusts and wills.
IPTCs and RIA advisors, utilizing the powerful BluePrint as its guide, are empowered to analyze and offer their professional advice and counseling to motivate clients in creating strong and enduring generational trust and investment relationships while participating RIAs develop new and significant, predictable, recurring revenue streams.
OPTIONS: CORPORATE FIDUCIARIES AND INDIVIDUAL TRUSTEES
FiPar's innovative solution incorporates both corporate fiduciaries (select advisor-friendly Independent Trust Companies) and individuals (Independent Professional Trustees, trusted advisors, family members and, in select cases, RIA principals).
Mark Clemons
Independent Professional Trust Counselor
Michael Niemann
Independent Professional Trust Counselor
Dan Heinrichs
Independent Professional Trust Counselor
Mike Niemann
Independent Professional Trust Counselor