Tag: Financial Advisors
Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8)

Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8)

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Business development is often about numbers, but at its core, it’s about relationships, transparency, and growth.

In this episode, Andrew Evans talks with Pamela Mule, VP of Business Development at J.W. Cole about her journey from compliance to leading recruiting and development. Pamela shares how she builds trust with advisors, the role of technology in shaping the future, and why saying “yes” can open doors to new opportunities.

Pamela discusses:

  • The pitfalls of firms pushing advisors into proprietary boxes instead of prioritizing their needs
  • How genuine relationship building creates long-term recruiting success
  • The importance of adopting modern financial technology and AI tools to stay competitive
  • Why transparency in offers and payout grids matters in advisor recruiting
  • Advice for young professionals in business development: step outside your comfort zone and embrace new challenges
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Pamela Mule: 

About our Guest: 

As VP of Business Development and Recruiting at J.W. Cole Financial, Pamela Mule is passionate about helping independent financial advisors thrive. She focuses on building strong partnerships, identifying growth opportunities, and delivering tailored solutions that support advisors’ independence and long-term success. With a deep understanding of the broker-dealer landscape, Pamela works closely with financial professionals to connect them with the resources, culture, and flexibility they need to grow their businesses and serve their clients more effectively.

With over 15 years of experience in the financial services industry, Pamela has witnessed firsthand how the wrong environment can limit potential and how the right partner can unlock genuine growth. She is committed to partnering with advisors and their teams to explore what a future at J.W. Cole can look like, whether that means achieving true independence, developing a growth strategy, planning for succession, or leveraging innovative technology to modernize their practices. Her approach is consultative, strategic, and always centered on what’s best for the advisor and their clients.

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Why Gen Z Thinks Finance Needs a Makeover with Caileigh Carfang & Drew Keesee (Ep. 4)

Why Gen Z Thinks Finance Needs a Makeover with Caileigh Carfang & Drew Keesee (Ep. 4)

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What happens when you ask Gen Z why the financial advisory industry “sucks?”You get the truth, and it’s exactly what the industry needs to hear.

How do younger professionals really view financial advisors? What are they craving in a workplace, and where is the industry falling short?

In this episode, Andrew Evans is joined by Caileigh Carfang, Administrator at Rossby Financial, and Drew Keesee, Technical Liaison at Rossbyl. Together, they take an unfiltered look at what Gen Z wants from financial services, both as clients and as professionals. 

Key Points:

  • Gen Z perceives financial advisors as unnecessary due to the abundance of online information, yet many overlook the importance of guidance and accountability
  • The financial industry often feels exclusive or intimidating to younger and less affluent individuals, especially women
  • There’s a strong need for consolidation of tools and better workflow systems to reduce stress and complexity for both advisors and staff
  • Over-reliance on automation and AI has led to a loss of genuine human interaction, which Gen Z values more than expected
  • A shift in mindset is happening, with younger generations craving personalized advice and authentic relationships in their financial journeys
  • And more!

Previous Episodes of Interest:

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Drew Keesee: 

Connect with Caileigh Carfang: 

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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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