Tag: ROffice
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: 

Connect with Rossby Financial: 

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Connect with David Evans: 

Connect with RJ Malyk: 

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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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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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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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