Episodes

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...

Most people leave conferences with a stack of business cards, a drained social battery, and no real follow-up plan. In this episode of The Outstanding Shift, Andrew Evans sits down with Marie Loudin and Lori Zinaich to discuss what actually makes conferences worth the investment, especially for advisors, marketers, and business development professionals seeking to build meaningful relationships. From pre-conference prep and AI-powered networking strategies to the art of balancing sessions, socia...

Great financial advice is not just about what you recommend. It’s about how clients experience every step along the way. What if the biggest gap in financial advice is not knowledge, but how that knowledge is delivered, explained, and felt by the client? In this episode, Andrew Evans continues his conversation with Zach Conway and Kelsey McKenna of Seeds, exploring why financial advisors struggle to connect client discovery with actual portfolio outcomes. They break down how poor onboarding expe...

Most people don’t struggle because they lack information; they struggle because they can’t clearly see what they already have. What if the real issue isn’t strategy, but how it’s communicated and understood? In this episode, Andrew Evans interviews H. Adam Holt, CEO & Founder of Asset-Map, about his journey from financial advisor to building a platform used by thousands of advisors. He shares how simplifying financial conversations through visualization helped him grow rapidly, why the industry ...

Creating content can feel overwhelming, especially when time and skills don’t seem to align. What actually works when it comes to video, and how can professionals stay relevant without burning out? In this episode, Andrew Evans interviews Laura Garfield, Co-Founder of Idea Decanter, about why many advisors struggle with video content and how to approach it more effectively. They explore the pitfalls of doing everything yourself, the rise of AI-generated content, and the importance of authenticit...

Advisors are working harder than ever, yet many still feel stuck delivering inconsistent client experiences. What if the issue is not effort, but how services, operations, and investment management are structured in the first place? In this episode, Andrew Evans speaks with Zach Conway, Founder and CEO of Seeds, and Kelsey McKenna, COO of Seeds, about why many advisory firms struggle to scale their services. They explore how fragmented processes, unclear positioning, and disconnected technology ...

Most business owners think launching a website is enough to start generating leads. But what happens after someone clicks? In this episode, Andrew Evans sits down with Cassia Watts, Co-Founder of HiveOne.io and Co-Creator of AnchorPoint, to unpack why most entrepreneurs struggle with marketing systems. They explore the limits of DIY website builders, the importance of funnels and follow-up, and why automation matters more than design. Cassia also shares how HiveOne evolved into AnchorPoint, an a...

Career paths rarely follow a straight line and sometimes the best opportunities come from unexpected places. What happens when you find yourself in a role that doesn’t align with your values? How do you discover work that truly matters? In this episode, Andrew Evans interviews Leslie Lipscomb, Senior Vice President at Financial Independence Group, about her journey from hating her first insurance job to building a nearly 20-year career she loves. She shares how FIG’s technology platform helps ad...

Insurance often feels like an afterthought until something goes wrong. Are you confident your coverage actually protects you when it matters most? In this episode, Rossby Financial’s Founder Andrew Evans chats with Chad Ramberg, Founder & President of Box Professional Insurance, about errors and omissions insurance for financial advisors. Chad shares his journey from claims adjuster to financial advisor to insurance specialist, explaining why most advisors misunderstand their coverage. He breaks...

Technology is advancing at lightning speed, leaving many professionals wondering how to adapt and thrive. In this episode, Andrew Evans is joined by his brother David Evans and producer RJ Malyk for a candid discussion on AI, resilience, and finding new ways to stay relevant in rapidly changing industries. RJ shares how his background in radio shaped his approach to AI, why embracing change matters, and how financial services can draw lessons from other fields facing disruption. Key takeaways: ...

Business development is often about numbers, but at its core, it’s about relationships, transparency, and growth. In this episode, Andrew Evans talks with Pamela Mule, VP of Business Development at J.W. Cole about her journey from compliance to leading recruiting and development. Pamela shares how she builds trust with advisors, the role of technology in shaping the future, and why saying “yes” can open doors to new opportunities. Pamela discusses: The pitfalls of firms pushing advisors into pr...

Representation in financial services isn’t just about numbers. It’s about visibility, mentorship, and meaningful change. In this episode, Andrew Evans talks with Melissa Reaktenwalt, MBA, CSRIC, AIF®, Founder and CEO of EViE Financial Group, about her mission to bring more diversity and authenticity into the advisory space. Melissa shares how intentional visibility, openness to new talent, and personal practices for balance have shaped her firm and her life. What to expect in this episode: Meli...

The WealthTech space is bursting with options, but more choices don’t always mean better solutions. Why are so many firms building one-off tools without considering the full advisor experience? And how can entrepreneurs design, grow, and even sell companies in this crowded market? In this episode of The Outstanding Shift, Andrew Evans talks with Larry Shumbres, CEO and Founder of Archive Intel, about the state of WealthTech, the power of user stories, and the steps to successfully grow and exit ...

What does artificial intelligence really mean for industries like finance, and why do so many get it wrong? In this episode of The Outstanding Shift, Andrew Evans sits down with his brother, David Evans, Senior Machine Learning Model Developer at Duolingo, who had previous stints at Google and other major tech companies. Together, they dig into the myths, fears, and realities of AI, from its 70-year evolution to the transformative “Attention is All You Need” paper, and how today’s large language...

What happens when you ask Gen Z why the financial advisory industry “sucks?”You get the truth, and it’s exactly what the industry needs to hear. How do younger professionals really view financial advisors? What are they craving in a workplace, and where is the industry falling short? In this episode, Andrew Evans is joined by Caileigh Carfang, Administrator at Rossby Financial, and Drew Keesee, Technical Liaison at Rossbyl. Together, they take an unfiltered look at what Gen Z wants from financia...

What does it take to build a financial practice that thrives beyond your own career and still leaves you time to pursue passions? In this episode of The Outstanding Shift, Andrew Evans sits down with Frances Toler of Toler Financial to discuss intentional business structuring, succession planning, and the balance between personal identity and professional life. Fran also shares her deep love for birding, how nature fuels her curiosity, and why exploring outside the office matters just as much as...

Do your products solve real problems or are they just shiny distractions? Lindsay Grace Evans, VP of Product at Kare Technologies, joins her husband and host Andrew Evans to unpack what it takes to create meaningful products and services. They explore how curiosity, transparency, and intentional iteration lead to better outcomes for both businesses and their clients. This episode is a must-listen for anyone trying to shift from good intentions to outstanding impact. Key Takeaways: The importanc...

Is your firm doing too much and delivering too little? In this first episode, Andrew Evans kicks off The Outstanding Shift by sharing his refreshingly honest views on the financial services industry, his bold approach to building Rossby Financial, and the power of focusing on “less but better.” He also reflects on cultural icons and what it truly takes to become “outstanding.” Andrew discusses: Why he left the traditional firm model to build a streamlined RIA that avoids conflicts of interest T...

Welcome to The Outstanding Shift with Andrew Evans from Rossby Financial. In this podcast, we help financial professionals cut through the noise, ditch outdated thinking, and rediscover the joy in their work. Join us as we explore bold new perspectives on the financial world, blending humor, clarity, and actionable insights. With Andrew’s years of expertise and special guest experts, we’ll uncover hidden treasures in the economic ecosystem, solve challenges, and make the Shift.