Ep. 18 | Why RIAs & Financial Advisors Who Ignore Long-Term Care Planning Risk Their Clients’ Wealth - feat. Margie Barrie

Join us for a powerful new episode of The Advisors Edge Podcast as host Rob Jacomen and co-host Chad Ramberg welcome long-term care industry icon Margie Barrie, Owner and Specialist at ACSIA Partners.

If you're a financial advisor serious about protecting your clients' assets and future legacy, this conversation is a must-listen.

Drawing from decades of frontline experience, Margie reveals why long-term care planning is no longer optional—and how financial advisors can integrate it seamlessly into their client strategies to add massive value, build deeper trust, and safeguard generational wealth.

What you'll learn in this episode:

✅ Why ignoring long-term care risks could devastate client portfolios and family wealth
✅ How to position long-term care planning as a wealth preservation strategy
✅ The top 3 misconceptions clients have about Medicare and long-term care coverage
✅ Why working with a true specialist matters now more than ever
✅ Real-world success stories and practical scripts you can use with clients today

This episode is packed with real talk, tactical frameworks, and client stories that will change how you approach risk management forever.

💬 Drop a comment below: Are you proactively integrating long-term care strategies into your client plans?

🧠 Connect with our guest Margie Barrie, Long-Term Care Solutions Specialist, ACSIA Partners:
Email:  [e-mail]
Phone:  [phone]

👇 Follow Us:
📲 Advisors Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast/

🧠 Connect with the Hosts:
Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/
Founder, Alchemy Content Lab & Niche Mastery Academy

Chad Ramberg: https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

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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 growing your firm while we handle the risks.

Learn more at https://www.boxproinsurance.com/

Box Professional Insurance = Be protected.  Feel empowered.

To Book a Call with Us: https://calendly.com/d/z3t-b6h-xt5
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🎧 Listen to the full episode on Spotify, Apple Podcasts, and YouTube.

Subscribe, comment, and share if you're serious about building a resilient, future-ready financial practice.