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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …