The Outstanding Shift
Welcome to The Outstanding Shift with Andrew Evans from Rossby Financial. In this podcast, we help financial professionals cut through the noise, ditch outdated thinking, and rediscover the joy in their work. Join us as we explore bold new perspectives on the financial world, blending humor, clarity, and actionable insights. With Andrew’s years of expertise and special guest experts, we’ll uncover hidden treasures in the economic ecosystem, solve challenges, and make the Shift.
Episodes
Online reviews can shape whether a prospect reaches out or keeps scrolling. But for financial advisors, testimonials come with compliance concerns, disclosure requirements, and questions about where reviews should live.
In this episode, Andrew Evans speaks with Brian Thorp, Founder and CEO of Wealthtender and Editor-in-Chief, about how advisors can use client te...
Most people leave conferences with a stack of business cards, a drained social battery, and no real follow-up plan.
In this episode of The Outstanding Shift, Andrew Evans sits down with Marie Loudin and Lori Zinaich to discuss what actually makes conferences worth the investment, especially for advisors, marketers, and business development professionals seeking ...
Great financial advice is not just about what you recommend. It’s about how clients experience every step along the way.
What if the biggest gap in financial advice is not knowledge, but how that knowledge is delivered, explained, and felt by the client?
In this episode, Andrew Evans continues his conversation with Za...
Most people don’t struggle because they lack information; they struggle because they can’t clearly see what they already have.
What if the real issue isn’t strategy, but how it’s communicated and understood?
In this episode, Andrew Evans interviews H. Adam Holt, CEO & Founder of Asset-Map, about ...
Creating content can feel overwhelming, especially when time and skills don’t seem to align.
What actually works when it comes to video, and how can professionals stay relevant without burning out?
In this episode, Andrew Evans interviews Laura Garfield, Co-Founder of Idea Decanter, about why many advisors struggle wi...
Advisors are working harder than ever, yet many still feel stuck delivering inconsistent client experiences.
What if the issue is not effort, but how services, operations, and investment management are structured in the first place?
In this episode, Andrew Evans speaks with Zach Conway, Founder and CEO of Seeds, and Kelsey ...
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 importa...
Career paths rarely follow a straight line and sometimes the best opportunities come from unexpected places.
What happens when you find yourself in a role that doesn’t align with your values? How do you discover work that truly matters?
In this episode, Andrew Evans interviews Leslie Lipscomb, Senior Vice President at...
Insurance often feels like an afterthought until something goes wrong. Are you confident your coverage actually protects you when it matters most?
In this episode, Rossby Financial’s Founder Andrew Evans chats with Chad Ramberg, Founder & President of Box Professional Insurance, about errors and omissions insurance for financial advisors. Chad shares h...
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...
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 s...
Representation in financial services isn’t just about numbers. It’s about visibility, mentorship, and meaningful change.
In this episode, Andrew Evans talks with Melissa Reaktenwalt, MBA, CSRIC, AIF®, Founder and CEO of EViE Financial Group, about her mission to bring more diversity and authenticity into the advisory space. Melissa shares how intenti...
The WealthTech space is bursting with options, but more choices don’t always mean better solutions.
Why are so many firms building one-off tools without considering the full advisor experience? And how can entrepreneurs design, grow, and even sell companies in this crowded market?
In this episode of The Outstanding Sh...
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,...
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, Andre...
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.&...
Do your products solve real problems or are they just shiny distractions?
Lindsay Grace Evans, VP of Product at Kare Technologies, joins her husband and host Andrew Evans to unpack what it takes to create meaningful products and services.
They explore how curiosity, transparency, and intentional iteration lead to better out...
Is your firm doing too much and delivering too little?
In this first episode, Andrew Evans kicks off The Outstanding Shift by sharing his refreshingly honest views on the financial services industry, his bold approach to building Rossby Financial, and the power of focusing on “less but better.” He also reflects on cultural icons and what it truly tak...
Welcome to The Outstanding Shift with Andrew Evans from Rossby Financial. In this podcast, we help financial professionals cut through the noise, ditch outdated thinking, and rediscover the joy in their work. Join us as we explore bold new perspectives on the financial world, blending humor, clarity, and actionable insights. With Andrew’s years of expertise and special guest experts, we’l...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.