The Outstanding Shift

Operational drag can quietly steal hours from an advisor’s day. What changes when investment management becomes more repeatable, less manual, and easier for the team to run? In this episode, Andrew Evans welcomes back Zachary Conway and Kelsey McKenna from Seeds to discuss how advisors can reduce time spent on trading, model setup, cash requests, tax-loss harvesting, and ongoing portfolio work. They cover how firms can move from manual account decisions to a more consistent investment process, w

AI is changing how financial professionals work, but faster tools also raise new questions. How can advisors use AI while keeping judgment, review, and client care at the center? In this episode, Andrew Evans and Lindsay Evans welcome Jesse Rosato, Chief Technology Officer at Nitrogen, for a conversation about AI, advisor workflows, data protection, and human review. Jesse explains why context matters more than clever prompts, how AI differs from traditional software, and why advisors remain res

AI is changing how advisors manage client notes, workflows, and follow-up. But when does helpful automation become a better way to run the whole client relationship? In this episode, Andrew Evans talks with Thomas Clawson, CEO of Slant, about why advisor CRM systems are being rebuilt around AI. Thomas shares how Slant grew from advisor feedback, why AI can remove workflow bottlenecks, how skills help advisors search and act on data, and why firms need to be careful when choosing AI software part

What does independence actually look like for a financial advisor today? For many advisors, the answer is more complicated than simply “starting your own RIA.” In this episode, Andrew Evans takes a look at what it really means to build an independent advisory business, and why many advisors are rethinking the traditional path. Instead of focusing so heavily on industry trends or one-size-fits-all models, Andrew breaks down the operational realities advisors face when leaving captive environments

Most financial advisors think they need better marketing. What they may actually need is better storytelling. In this episode, Andrew Evans sits down with Alexandra Zendrian, founder of A to Z Communications, to talk about the real difference between marketing and public relations, and why so many advisors misunderstand both. Allie shares how she accidentally became an entrepreneur after a layoff, how to build strong media relationships, and why getting press coverage is about much more than pro

Online reviews can shape whether a prospect reaches out or keeps scrolling. But for financial advisors, testimonials come with compliance concerns, disclosure requirements, and questions about where reviews should live. In this episode, Andrew Evans speaks with Brian Thorp, Founder and CEO of Wealthtender and Editor-in-Chief, about how advisors can use client testimonials while staying aligned with SEC marketing rules. They break down disclosure requirements, common compliance mistakes with Goog