Tag: financial advice
Staying Relevant in the Age of AI with David Evans and RJ Malyk (Ep. 9)

Staying Relevant in the Age of AI with David Evans and RJ Malyk (Ep. 9)

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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:

  • How RJ transitioned from radio to voiceover work and why AI pushed him to expand his skillset
  • The mindset shift needed to embrace change instead of resisting it
  • Parallels between AI’s disruption and past technological shifts like TurboTax and big-box retail
  • The importance of human interaction and personalization in industries threatened by automation
  • Why the 80/20 rule explains the balance between technology and human expertise across fields
  • And more!

Previous Episodes of Interest: 

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From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)

From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)

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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 a tech company. Larry also shares insights on AI adoption and the importance of iterative product development.

Larry discusses:

  • The evolution of WealthTech and why too many disconnected tools frustrate advisors and firms
  • How the lack of user stories and persona mapping leads to gaps in product functionality
  • The importance of building for smaller firms first, iterating, and scaling up to enterprise clients
  • Why advisory firms risk falling behind if they avoid AI and how to integrate it effectively
  • Key metrics, processes, and readiness steps for selling a tech company at a strong valuation
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Larry Shumbres: 

About our Guest: 

Larry Shumbres is a seasoned entrepreneur and prominent figure in the FinTech sector, is dedicated to elevating the investment journey for both advisors and institutions through innovative and regulatory-compliant technology. With a wealth of experience spanning over 20 years and affiliations with industry giants like Charles Schwab, Morningstar, and New York Life Investments, Larry’s expertise is widely acknowledged. He recently founded, developed, and successfully exited Totum Risk, a pioneering risk tolerance platform, to TIFIN. Prior achievements include building SmartVision by eVestment, acquired by Nasdaq, and leading the sales team at eMoney, culminating in their acquisition by Fidelity. A sought-after advisor, Larry sits on multiple corporate boards, contributes to NASDAQ as a writer, publishes articles in industry journals, and has been featured in interviews on Bloomberg.

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