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

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:

• The Ensemble Practice by Philip Palaveev

Connect with Rossby Financial:

• [phone]
• Website: Rossby Financial
• Website: ROffice
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• Email: [e-mail]

Connect with Frances Toler:

• LinkedIn: Frances Toler
• Website: Toler Financial Group

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.