{"podcast":{"title":"Next Mile","slug":"next-mile-6421303","podcast_index_feed_id":6421303,"rss_url":"https://feeds.megaphone.fm/con","website_url":"https://milemarker.co/","image_url":"https://megaphone.imgix.net/podcasts/3fada9f0-0155-11ee-84a1-5321c4daf181/image/10d42ffc33737c05b5da37413b46abff.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Milemarker","episode_count":155,"summary":"Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.","last_synced_at":"2026-07-21T16:19:23.036428+00:00","page_url":"https://stenobird.com/podcast/next-mile-6421303"},"episode":{"title":"How Creativity Fuels Better Financial Leadership with Andrew Evans","slug":"how-creativity-fuels-better-financial-leadership-with-andrew-evans","published_at":"2026-02-17T08:00:00+00:00","page_url":"https://stenobird.com/podcast/next-mile-6421303/how-creativity-fuels-better-financial-leadership-with-andrew-evans","show_page_url":"https://stenobird.com/podcast/next-mile-6421303","url":"https://traffic.megaphone.fm/PODRYL2837773883.mp3?updated=1771272124","audio_url":"https://traffic.megaphone.fm/PODRYL2837773883.mp3?updated=1771272124","summary":"Episode 132: This week, Kyle Van Pelt talks with Andrew Evans, Chief Executive Officer of Rossby. Before Rossby, Andrew served as Executive Vice President at TAG Advisors and as a Securities Principal at Cambridge Investment Research. Andrew talks with Kyle about entrepreneurship, growth, and designing better businesses. With a background in musical theater and a career that spans mortgage brokerage and financial advising, Andrew shares the parallels between creative careers and financial services, why repeatable processes beat flashy marketing plans, and how thoughtful design can transform the advisor experience. In this episode: (00:00) - Intro (01:39) - Andrew's money moment (04:55) - Parallels between mortgage brokerage and financial advising (07:07) - How Andrew built his early book of business (11:50) - The financial-planning version of a closing credit (13:07) - Redefining traditional conferences with The Unconference (16:41) - How The Unconference generates the best business ideas (19:43) - What it means to drive business forward (25:04) - The concept of \"less but better\" in business and technology (28:39) - Designing intuitive systems and reducing operational friction (32:22) - Creativity, patience, and building differently (35:16) - Andrew's outlook on the future of the financial services industry (44:13) - Andrew's Milemarket Minute Key Takeaways Whether you're selling a mortgage or a financial plan, technical skills are just the baseline. The real growth comes from mastering interpersonal and psychological engagement and understanding the emotional drivers behind a client's financial decisions. Plan a repeatable process. Growth becomes sustainable when your marketing and operations are simple enough to execute consistently every day. Design for less but bet…","meta_description":"Episode 132: This week, Kyle Van Pelt talks with Andrew Evans, Chief Executive Officer of Rossby. Before Rossby, Andrew served as Executive Vice President…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2814,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/next-mile-6421303/episodes/how-creativity-fuels-better-financial-leadership-with-andrew-evans/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/next-mile-6421303/how-creativity-fuels-better-financial-leadership-with-andrew-evans.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}