Rossby Financial CEO Andrew J. Evans participated with Visory on a panel discussion to talk about AI and advisor growth.

Rossby believes the business owner Advisor knows what’s best for their practice and we want to be their platform of choice for market accessibility, digital transformation, leadership, and acquisition opportunities. We will not accept legacy business processes or ideology to dictate our go forward. To be a leader we must continually provide due diligence on custodians, operations, technology, and investments. The firm will never be completed as long as regulations, services, and attitudes change. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rossby Financial L.L.C., a Registered Investment Advisor. Private Client Services and Rossby are unaffiliated entities.