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