Unlocking Capital Efficiency for Advisors With Andrew J. Evans

Andrew J. Evans is the CEO of Rossby Financial, which offers advisors a platform for market accessibility, digital transformation, leadership, and acquisition opportunities. Under his leadership, Rossby Financial has streamlined operations, allowing advisors to achieve net incomes as high as 95% after expenses, significantly improving their financial flexibility. With a background that includes executive roles at Tag Advisors and Cambridge Investment Research, Andrew is a connector and advocate for leveraging technology to enhance advisory services. He is passionate about continuous improvement and innovation and is focused on utilizing AI and other tech tools to optimize compliance and operational efficiency in the financial services industry.

In this episode…

In today's world, where customer expectations are at an all-time high, financial services firms face the challenge of balancing operational efficiency with exceptional service delivery. By utilizing innovative technologies and forming strategic partnerships, how can these firms streamline their processes while improving client experiences? The objective is to enable businesses to focus on what truly matters — the success of their customers.

Andrew J. Evans, an experienced financial advisor, tackles these challenges head-on by providing a unique solution through his company. He shares the importance of compliance, complexity, and competency and gives advisors more control over their capital, allowing them to reinvest in their businesses and improve client experiences. This approach saves advisors significant costs by offering services on a pay-as-you-use basis and empowers them with a flexible network of professionals. Andrew emphasizes the importance of removing unnecessary burdens from advisors, enabling them to thrive through strategic use of technology and human expertise.

In this episode of The Customer Wins, Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial, about enhancing efficiency in financial services. Andrew discusses how Rossby Financial empowers advisors with control over their capital, the firm’s unique structure, how it offers flexibility and cost savings for advisors, the benefits and limitations of AI in the current landscape, and how Rossby maintains better customer experience and business outcomes.