Month: September 2025
Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3)

Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3)

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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 growth within it.

Fran discusses:

  • The challenges seasoned advisors face in retiring and why many avoid it
  • Strategies for creating a multi-owner, department-led firm for long-term continuity
  • How to maintain personal identity without letting your practice completely define you
  • The value of curiosity and nature exploration as personal and professional inspiration
  • Birding as a gateway to understanding the interconnectedness of the natural world
  • And more!

Resources:

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Frances Toler: 

About our Guest: 

Frances Toler, CEO of Toler Financial Group, provides fee-based financial planning and investment management for a diverse clientele. Fran celebrates over 23 years of experience in helping people, families, and businesses discover, plan, and implement strategies to achieve the security and prosperity they value. Many of her clients seek out her experience with sustainable investment options, income strategies, and a “planning first” approach.

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Lindsay Evans on Building Products People Actually Want (Ep. 2)

Lindsay Evans on Building Products People Actually Want (Ep. 2)

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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 importance of understanding the deeper “why” behind what customers say they want
  • How product design should focus on outcomes and emotional impact, not just functional features
  • The role of failure, iteration, and curiosity in building better products and services
  • How oversaturation and complexity (especially in fintech) dilute effectiveness and client satisfaction
  • How advisors and companies can engage users meaningfully through dialogue, not just surveys
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Lindsay Grace Evans: 

About our Guest: 

Lindsay Grace Evans is a passionate product leader dedicated to enhancing the user experience and expanding access to care for older adults. Growing up surrounded by grandparents and great-grandparents, she developed a deep sense of empathy, patience, and a drive to solve complex problems,  values that continue to shape her approach to leadership and innovation. Combining this personal connection with her expertise in product strategy, she is committed to delivering innovative, data-driven solutions that improve the quality of life for seniors, caregivers, and care teams alike. She believes the most impactful products stem from a balance of quantitative insights and deep human understanding, ensuring that technology not only solves problems but also reflects the needs, dignity, and experiences of the people it serves.

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Redefining Financial Services with Andrew Evans (Ep. 1)

Redefining Financial Services with Andrew Evans (Ep. 1)

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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
  • The creation of ROffice: an on-demand support platform for advisors needing help only when they need it
  • His belief in “less but better,” drawing inspiration from essentialism to eliminate unnecessary tools, costs, and systems
  • Using business growth as a platform to develop the next generation, especially those overlooked in big firms
  • Why embracing AI is no longer optional for financial professionals aiming to stay relevant
  • And more!

Resources:

Connect with Rossby Financial: 

Connect with Andrew Evans: 

About Andrew Evans:

Andrew Evans is CEO of Rossby Financial. As the head of this organization, Andrew’s daily activities range from advisor/client engagement to paying the internet bill. With a solid background in field development and a love of technology, Andrew builds Rossby’s advisor experience to never outgrow the industry with the help of the amazing people around him.

Prior to Rossby, Andrew served as Executive Vice President of TAG Advisors and a Securities Principal of Cambridge Investment Research. Andrew served in various roles with Waddell & Reed, Raymond James & Associates, Merrill Lynch, and Charles Schwab & Co. He received his Masters of Business Administration from Indiana University of Pennsylvania and has completed the Executive Certificate in Financial Planning from Duquesne University. Andrew received a BFA in Communications from Ohio Northern University. Andrew is on the Technology Council for Cambridge and actively participates in industry technology events. Andrew and his family are residents of Melbourne, FL.

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