Tag: women in finance
Why Financial Advisors Struggle With PR, and What Actually Gets Media Attention (Ep. 19)

Why Financial Advisors Struggle With PR, and What Actually Gets Media Attention (Ep. 19)

By |

Most financial advisors think they need better marketing. What they may actually need is better storytelling.

In this episode, Andrew Evans sits down with Alexandra Zendrian, founder of A to Z Communications, to talk about the real difference between marketing and public relations, and why so many advisors misunderstand both. Allie shares how she accidentally became an entrepreneur after a layoff, how to build strong media relationships, and why getting press coverage is about much more than promoting your firm.

Andrew and Allie also dive into some of the biggest conversations in the financial services industry right now, including AI, mergers and acquisitions, advisor succession planning, and why flexibility and culture remain major challenges for women in finance.

Andrew and Allie discuss: 

  • The difference between marketing and public relations
  • What reporters actually look for in financial stories
  • Why relationship-building matters in PR
  • How AI is changing financial media conversations
  • The reality behind advisor succession and M&A trends
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Alexandra Zendrian:

About our Guest: 

Alexandra Zendrian is the founder of A to Z Communications, a public relations firm focused on helping financial professionals and organizations strengthen their media presence and industry visibility. With a background in journalism and financial services communications, Allie works closely with advisors, firms, and industry leaders to craft meaningful stories, build reporter relationships, and create authentic visibility in a crowded marketplace.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More