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The Outstanding Shift

The Outstanding Shift

Por: Andrew Evans

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 In this podcast, we help financial professionals cut through the noise, ditch outdated thinking, and rediscover the joy in their work.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.

20 episodios disponibles

Latest episodes of the podcast The Outstanding Shift

Why Financial Advisors Struggle With PR, and What Actually Gets Media Attention (Ep. 19) 18/08/2026

How Financial Advisors Can Use Testimonials Without Compliance Trouble with Brian Thorp (Ep. 18) 04/08/2026

How to Conference Like a Champ Without Wasting the Trip With Marie Loudin & Lori Zinaich (Ep. 17) 21/07/2026

Why Client Experience Breaks Down with Zach Conway & Kelsey McKenna (Part 2) (Ep. 16) 07/07/2026

How Visual Planning Completely Transforms Client Conversations with H. Adam Holt, CFP®, ChFC® (Ep. 15) 23/06/2026

Why Advisors Struggle with Video (and How to Fix It) with Laura Garfield (Ep. 14) 09/06/2026

Fixing the Broken Advisor Experience with Zach Conway and Kelsey McKenna (Part 1) (Ep. 13) 26/05/2026

Building Smarter Marketing Systems with Cassia Watts (Ep. 12) 23/04/2026

Building a Career with Purpose: Leslie Lipscomb on Women in Financial Services (Ep. 11) 03/03/2026

Understanding E&O Insurance: What Financial Advisors Need to Know with Chad Ramberg (Ep. 10) 27/01/2026

Staying Relevant in the Age of AI with David Evans and RJ Malyk (Ep. 9) 23/12/2025

Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8) 09/12/2025

Building Representation and Openness in Financial Services with Melissa Reaktenwalt (Ep. 7) 25/11/2025

From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6) 11/11/2025

Practical AI for Real-World Use with David Evans (Ep. 5) 28/10/2025

Why Gen Z Thinks Finance Needs a Makeover with Caileigh Carfang & Drew Keesee (Ep. 4) 14/10/2025

Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3) 30/09/2025

Lindsay Evans on Building Products People Actually Want (Ep. 2) 16/09/2025

Redefining Financial Services with Andrew Evans (Ep. 1) 16/09/2025

The Outstanding Shift Coming Soon 23/07/2025

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