Ep 013 - Advisors: The Top 3 Reasons Why You May Be Losing Clients—And How RevOps Can Fix It Fast! - feat. Ryan Closs

Join 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 smart advisors are using automation, systems, and process optimization to:

✅ Increase client retention by delivering a seamless experience
✅ Save time & reduce admin work so you can focus on relationships
✅ Use automation the right way without overcomplicating your tech stack
✅ Scale without hiring a massive team

If you’ve ever struggled with lost revenue, client churn, or clunky back-office systems, this episode will give you the actionable strategies you need to turn things around.

Key Topics Covered in This Episode:
✅ What is RevOps, and how can financial advisors leverage it?
✅ The real reason clients leave (and it’s NOT what you think)
✅ How automation can boost retention & revenue—without losing the personal touch
✅ The biggest process mistakes advisors make (and how to fix them)
✅ The Kaizen approach to continuous improvement for your firm

––––––––––––––––––––––––––––––––––––––––––

Connect with Ryan Close & Box Professional Insurance:
🔹 Ryan Closs on LinkedIn: https://www.linkedin.com/in/ryan-closs/
🔹 Box Professional Insurance: https://www.boxproinsurance.com
🔹 Book a Consultation: https://calendly.com/d/z3t-b6h-xt5

––––––––––––––––––––––––––––––––––––––––––

Follow Us & Stay Connected: 👇
🎙️ Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔹 Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
🔹 Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/

––––––––––––––––––––––––––––––––––––––––––

Special Thanks to Box Professional Insurance:

📌 Because great advisors have a plan—protect your business while you grow your firm.
Box Professional specializes in helping RIAs, financial advisors, and wealth managers protect their firms with tailored insurance solutions, so you can focus on growth while we handle the risks.

🔹 Learn more & get protected: https://www.boxproinsurance.com

To Book a Call with Us:  https://calendly.com/d/z3t-b6h-xt5

––––––––––––––––––––––––––––––––––––––––––

🎧 Listen on Spotify, Apple Podcasts, & YouTube—hit subscribe & never miss an episode!

👊 If you found this valuable, hit LIKE, SUBSCRIBE, and DROP A COMMENT below!

What’s the biggest challenge you’re facing in your advisory firm?  Let us know!