Tag: Curiosity
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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