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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …