HeyJaredThe 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 In this podcast, we help financial professionals cut through the noise, ditch outdated thinking, and rediscover the joy in their work.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
AI-Native CRM, Advisor Workflows, and the Future of Client Data with Thomas Clawson (Ep. 21) (opens the original)
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AI is changing how advisors manage client notes, workflows, and follow-up. But when does helpful automation become a better way to run the whole client relationship? In this episode, Andrew Evans talks with Thomas Clawson, CEO of Slant, about why advisor CRM systems are being rebuilt around AI. Thomas shares how Slant grew from advisor feedback, why AI can remove workflow bottlenecks, how skills help advisors search and act on data, and why firms need to be careful when choosing AI software part
The Truth About Advisor Independence and RIA Transitions (Ep. 20) (opens the original)
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What does independence actually look like for a financial advisor today? For many advisors, the answer is more complicated than simply “starting your own RIA.” In this episode, Andrew Evans takes a look at what it really means to build an independent advisory business, and why many advisors are rethinking the traditional path. Instead of focusing so heavily on industry trends or one-size-fits-all models, Andrew breaks down the operational realities advisors face when leaving captive environments
Why Financial Advisors Struggle With PR, and What Actually Gets Media Attention (Ep. 19) (opens the original)
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Most financial advisors think they need better marketing. What they may actually need is better storytelling. In this episode, Andrew Evans sits down with Alexandra Zendrian, founder of A to Z Communications, to talk about the real difference between marketing and public relations, and why so many advisors misunderstand both. Allie shares how she accidentally became an entrepreneur after a layoff, how to build strong media relationships, and why getting press coverage is about much more than pro
How Financial Advisors Can Use Testimonials Without Compliance Trouble with Brian Thorp (Ep. 18) (opens the original)
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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 testimonials while staying aligned with SEC marketing rules. They break down disclosure requirements, common compliance mistakes with Goog
How to Conference Like a Champ Without Wasting the Trip With Marie Loudin & Lori Zinaich (Ep. 17) (opens the original)
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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 to build meaningful relationships. From pre-conference prep and AI-powered networking strategies to the art of balancing sessions, socia
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