Tag: Financial Advisor
Building Smarter Marketing Systems with Cassia Watts (Ep. 12)

Building Smarter Marketing Systems with Cassia Watts (Ep. 12)

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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 of funnels and follow-up, and why automation matters more than design. Cassia also shares how HiveOne evolved into AnchorPoint, an all-in-one platform built specifically for financial advisors who need marketing power with compliance built in.

Cassia highlights:

  • Why building a Wix or Squarespace site is only step zero in a real marketing strategy
  • The importance of lead magnets and capturing emails above the fold
  • How automation and multiple touchpoints drive conversions over time
  • The hidden costs of stacking tools like HubSpot, Calendly, and payment apps
  • How AnchorPoint simplifies marketing, payments, and compliance for advisors
  • And more!

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About our Guest: 

Cassia Watts is the Co-Founder of HiveOne and Co-Creator of AnchorPoint, bringing over a decade of experience in marketing operations and systems design. She specializes in helping entrepreneurs and financial advisors build streamlined, automated marketing infrastructures that move prospects from first click to committed client. With a strong focus on practicality and affordability, Cassia has worked with solopreneurs and growing teams to simplify tech stacks, improve email deliverability, and create scalable backend processes that support long term business growth.

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Practical AI for Real-World Use with David Evans (Ep. 5)

Practical AI for Real-World Use with David Evans (Ep. 5)

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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 into the myths, fears, and realities of AI, from its 70-year evolution to the transformative “Attention is All You Need” paper, and how today’s large language models (LLMs) can be powerful workflow tools rather than just flashy novelties.

Andrew and David discuss:

  • Why finance has been slow to adopt AI and what is really behind that hesitation
  • The surprising ways AI can (and cannot) think
  • Practical, compliance-conscious steps for integrating AI into your daily work
  • How to spot hype versus real utility in an AI tool
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with David Evans:

About Our Guest:

David Evans is a Senior Machine Learning Model Developer at Duolingo, specializing in large language model applications for language learning. With a career that spans Google, multiple tech startups, and cutting-edge AI research, David brings a unique perspective on how AI is built, deployed, and adapted to solve real-world problems. His current work focuses on creating high-quality, freeform conversation experiences for Duolingo Max users, blending technical expertise with an understanding of human learning.

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