Episodios

  • From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)

    From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)
    Nov 11 2025
    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 Shift, Andrew Evans talks with Larry …

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    32 m
  • Practical AI for Real-World Use with David Evans (Ep. 5)

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

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    36 m
  • 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)
    Oct 14 2025
    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 …

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

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

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    34 m
  • Lindsay Evans on Building Products People Actually Want (Ep. 2)

    Lindsay Evans on Building Products People Actually Want (Ep. 2)
    Sep 16 2025
    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 outcomes for both businesses and …

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    36 m
  • Redefining Financial Services with Andrew Evans (Ep. 1)

    Redefining Financial Services with Andrew Evans (Ep. 1)
    Sep 16 2025
    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 …

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    35 m
  • The Outstanding Shift Coming Soon

    The Outstanding Shift Coming Soon
    Jul 23 2025
    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 …

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    1 m