Most RIAs are paying for risk twice... and still left exposed.You outsource trading/portfolio management to a specialist, but your policy still charges you like you carry that risk.  Result: wasted premium on “phantom” exposure while client-facing, compliance, EPLI, and cyber risks aren’t right-sized.In this live, on-the-floor conversation at NAPFA (Washington, D.C.), Chad Ramberg and Rob Jacomen meet Brent Burns (CEO, Asset Dedication) to show how to rebuild coverage around the risk you actually retain:What you’ll learn:✅ Right-sizing 101: If a specialist holds trade-error risk, adjust your policy and premiums accordingly.✅ Reallocating limits: Shift protection to where claims really happen for RIAs (relationships, compliance, EPLI, cyber).✅ Why AI/automation reduce losses: Controls + documentation improve underwriting and outcomes.✅ “It’s all about the words.” How policy language determines whether a claim pays.✅ The mission lens: Serve clients first (the “Grandma Betty” story) while cutting renewal chaos.👇 Connect with Our Guest:Brent Burns, CEO, Asset DedicationWebsite:  http://www.assetdedication.com/LinkedIn: https://www.linkedin.com/in/jbrentburns/👇 Follow Us:📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/🔗 Connect with the Hosts:Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OSLinkedIn:  https://www.linkedin.com/in/rob-jacomen/Chad Ramberg, President, Box Professional Insurancehttps://www.linkedin.com/in/chad-ramberg-71278533/-------------------------------------------🛡️ 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 growth while they handle the risk.🔗 Learn more at: https://www.boxproinsurance.comBox Professional Insurance — Build boldly.  We’ll protect what matters.📞 Book a RIAview™ Risk Strategy Call:  https://calendly.com/d/z3t-b6h-xt5-------------------------------------------Next step...👉 Book a RIAview™ Policy & Risk Review to identify where you’re over-paying, under-protected, or misaligned — before renewal.About the show:The Advisors Edge Podcast gives RIA leaders clarity-first, fiduciary-minded guidance on insurance, cyber, and operational risk—built to reduce total cost of risk while strengthening trust.

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