• Realizing the Firm of the Future with Rossby’s Andrew Evans

  • Oct 17 2024
  • Durée: 52 min
  • Podcast

Realizing the Firm of the Future with Rossby’s Andrew Evans

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  • Résumé

  • What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the park."

    We also look back on the Future Proof festival—celebrating progress, tackling challenges, and turning excitement into real action. Our chat explores how modern tech can improve client experiences and connect with younger, more diverse clients.

    Connect with us:

    • Andrew Evans on LinkedIn
    • Rossby Financial
    • Zach Conway on LinkedIn
    • Kelsey McKenna on LinkedIn

    Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

    • Seeds Investor Website
    • Our Blog

    Ask Zach and Kelsey a question!
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