Box Professional Insurance

🎙️Our new podcast just launched, The Advisors Edge Podcast and the first episode is now officially "Live"! We're so excited to finally bring this podcast to life and share it with the Financial Services community... Co-hosts, Chad Ramberg and Rob Jacomen kicked things off with a bang by having the honor of chatting with Tim Chaves, the COO and co-founder of Jump - Advisor AI, an innovative AI meeting assistant built specifically for financial advisors. A Journey from Problem to Purpose... When we sat down with Tim for this episode, we weren’t just talking about AI or efficiency—we were talking about why Tim and his team built something so impactful. Like all great stories, Jump was born from a pain point: advisors spending 15 to 18 hours a week bogged down by meeting prep, admin, and follow-ups. Tim saw firsthand how these tasks were holding advisors back from what they do best—building deep relationships and helping clients achieve their goals. It wasn’t about creating another tech tool—it was about reclaiming time for advisors to do the work that truly matters. 💡 The "Aha" Moment Tim and his co-founders recognized that efficiency could change the game. What started as a generic AI meeting assistant evolved into a laser-focused solution for the financial advisory space. They realized that saving time wasn’t just a nice-to-have; it was the key to unlocking massive growth. Today, Jump’s AI helps advisors get back 90% of their meeting admin time—turning hours of drudgery into moments of connection with clients. ✅ More Than Just Tech—It’s About Trust In our conversation, what stood out most was Tim’s passion for improving the client experience. In fact, they're obsessed with it! Imagine wrapping up a client meeting, and by the time you get home, there’s a beautifully organized email summarizing everything: key takeaways, follow-ups, and next steps. It’s more than a convenience—it builds trust, keeps clients engaged, and ensures nothing falls through the cracks. ♥️ A Startup with Heart Tim and his Team didn’t just stop at making things easier—they made sure Jump would fit any advisory firm, big or small, and their unique compliance needs. They built Jump to be fully customizable because he understood that no two advisory practices are the same. That kind of flexibility is rare, and it’s why Jump has quickly become a go-to tool for advisors who need efficiency and compliance wrapped into one. Tim’s story is one of solving a problem, building a vision, and creating something that’s changing the way financial advisors operate. If you’re an advisor looking to transform how you work and improve your client relationships, you don’t want to miss this episode. 🎧 Check out the full story and the future of AI in the advisory space here and our new YouTube channel: https://lnkd.in/eEfRPNm3 Alex Williamson Ryan Closs #FinancialAdvisors #FinancialServices #RIA #AI #StartupJourney #ClientExperience #AdvisorEdge #Podcast

Is Your Firm Truly Protected? Discover the Strategies that Financial Advisors Can’t Afford to Miss in this upcoming webinar (see details below)👇 Chad Ramberg and the BPI team are honored to be part of this powerful webinar where industry leaders in WealthTech, cybersecurity, and insurance will come together to share strategies for building a resilient cybersecurity program. In today’s digital landscape, protecting client assets and data has never been more critical. This session will guide financial advisors through the key elements of a robust cybersecurity framework, ensuring compliance and mitigating risk. Here’s what you can expect: ✅ Learn how to activate and maintain a comprehensive cybersecurity program that meets regulatory requirements with insights from Buckler. ✅ Discover FCI approach to implementing zero-trust security and strengthening technical controls. ✅ Get expert advice from Box Professional Insurance on meeting cyber insurance requirements and reducing potential claims costs. ✅ Find out how EVO Wealth Consulting can help optimize your technology stack by integrating these cybersecurity solutions. This webinar is a must-attend for financial advisors looking to safeguard their firm’s future. Join us and gain actionable insights from the experts. Date/Time: Sep 12, 2024 02:00 PM EST Register here: https://lnkd.in/efm5sFis We look forward to seeing you there! #insurance #riskmanagement #ria #financialservices Alex Williamson Ryan Closs Michael Casciano Brian Edelman Vincent Guyaux Pamela Rasey

Our fearless leader Chad Ramberg shares his thoughts on the biggest challenges RIAs are facing in the current financial services industry landscape. Here, he compiled the "5 Key Steps to Help RIAs Stay Ahead in a Rapidly Changing Digital World" tips and strategies to help RIAs overcome some of these challenges. Alex Williamson Buckler

Could your vendors be putting your RIA at risk? Find out how to implement and maintain a more cost-effective and compliance-driven Vendor Risk Management (VRM) game plan and strategy for your firm. Join one of our top partners Buckler for a 30-minute session to learn about Vendor Risk Management (VRM), its challenges, your responsibilities, and cost-effective solutions. Click on this link to register for their FREE webinar 👉 https://lnkd.in/eU-TbJdb Alex Williamson Ryan Closs Box Professional Insurance #ria #financialservices #vendorriskmanagement #compliance

Special thanks to InvestmentNews and #FPANorCal at this year's FPA NorCal Conference 2024 for the opportunity! If you're an RIA, this is the benefit and value to your firm when you work with a true specialist in this industry. In case you may have missed Chad's talk at the conference this year, here's a link to download our FREE Guide and Comprehensive Risk Management and Insurance Checklist for RIAs: (this guide also includes "The Top 5 Most Common Coverage Gaps and Exclusions that Could Leave Your Firm Exposed to Risk") → https://lnkd.in/eJibFFBm #FPANorCal #RIA #investment #finance Chad Ramberg Alex Williamson Ryan Closs

Quick shout out and thanks to all the amazing leaders, staff and team members at NAPFA - National Association of Personal Financial Advisors for this year's Spring Conference #NAPFA2024 ! The entire team here at BPI is extremely honored to be a part of this amazing event and grateful to all who attended and we had the opportunity to meet in person! Hope to see you all again in the Fall 2024! Chad Ramberg Ryan Closs Alex Williamson #ria #financialadvisor #financialservices

Reminder! FREE "Live" Webinar Invitation: "Cyber Threat Alert...Is Your Financial Practice Insured Against the Inevitable?" It's no longer a matter of "IF", but "WHEN"... The Financial Services industry is one of the #1 targets for cyber attacks, data breach risks and other potentially devastating cybersecurity threats. Join us on May 14th at 4:00PM EST for an impactful, free "Live" webinar where we will reveal the industry best practices and risk mitigation strategies for the Financial Services industry. You will learn... ✅ How to better understand the need for and best practices around cybersecurity insurance and Risk Management for Financial Advisors, Broker Dealers, and Financial Institutions. ✅ How cybersecurity threats pose significant risks to financial institutions, including financial advisors and broker dealers. ✅ How to leverage cybersecurity insurance to mitigate the financial and reputational damage caused by cyberattacks and data breaches. ✅ Our mission is to equip financial professionals with the knowledge to navigate the complexities of cybersecurity insurance. Speakers (experts in cybersecurity, risk management, compliance and insurance): Paul Osterberg, Security Basecamp Chad Ramberg, Box Professional Insurance Register Here Now (link is also in the comments below) 👉 https://lnkd.in/e3y4PBQE Alex Williamson, Ryan Closs #ria #financialadvisor #wealthmanagement

Register now and join us for this upcoming webinar, "Empowering RIA Networks: Cyber Compliance Essentials" #ria #financialadvisor #registeredfinancialadvisor

🔴 FREE "Live" Webinar Invitation: "Cyber Threat Alert...Is Your Financial Practice Insured Against the Inevitable?" It's no longer a matter of "IF", but "WHEN"... The Financial Services industry is one of the #1 targets for cyber attacks, data breach risks and other potentially devastating cybersecurity threats. Join us on May 14th at 4:00PM EST for an impactful, free "Live" webinar where we will reveal the industry best practices and risk mitigation strategies for the Financial Services industry. You will learn... ✅ How to better understand the need for and best practices around cybersecurity insurance and Risk Management for Financial Advisors, Broker Dealers, and Financial Institutions. ✅ How cybersecurity threats pose significant risks to financial institutions, including financial advisors and broker dealers. ✅ How to leverage cybersecurity insurance to mitigate the financial and reputational damage caused by cyberattacks and data breaches. ✅ Our mission is to equip financial professionals with the knowledge to navigate the complexities of cybersecurity insurance. Speakers (experts in cybersecurity, risk management, compliance and insurance): Paul Osterberg, Security Basecamp Chad Ramberg, Box Professional Insurance Register Here Now (link is also in the comments below) 👉 https://lnkd.in/e3y4PBQE Alex Williamson, Ryan Closs #ria #financialadvisor #wealthmanagement