From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
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From the Ground Up
Realizing the Firm of the Future with Rossby’s Andrew Evans
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.
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