Business development is often about numbers, but at its core, it’s about relationships, transparency, and growth.

In this episode, Andrew Evans talks with Pamela Mule, VP of Business Development at J.W. Cole about her journey from compliance to leading recruiting and development. Pamela shares how she builds trust with advisors, the role of technology in shaping the future, and why saying “yes” can open doors to new opportunities.

Pamela discusses:

• The pitfalls of firms pushing advisors into proprietary boxes instead of prioritizing their needs
• How genuine relationship building creates long-term recruiting success
• The importance of adopting modern financial technology and AI tools to stay competitive
• Why transparency in offers and payout grids matters in advisor recruiting
• Advice for young professionals in business development: step outside your comfort zone and embrace new challenges
• And more!

Connect with Rossby Financial: 

• (321) 209-0111
• Website: Rossby Financial
• Website: ROffice
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans: 

• LinkedIn: Andrew Evans
• Email: aevans@rossbyfinancial.com 

Connect with Pamela Mule: 

• LinkedIn: Pamela Mule
• Website: J.W. Cole Financial

About our Guest: 

As VP of Business Development and Recruiting at J.W. Cole Financial, Pamela Mule is passionate about helping independent financial advisors thrive. She focuses on building strong partnerships, identifying growth opportunities, and delivering tailored solutions that support advisors’ independence and long-term success. With a deep understanding of the broker-dealer landscape, Pamela works closely with financial professionals to connect them with the resources, culture, and flexibility they need to grow their businesses and serve their clients more effectively.

With over 15 years of experience in the financial services industry, Pamela has witnessed firsthand how the wrong environment can limit potential and how the right partner can unlock genuine growth. She is committed to partnering with advisors and their teams to explore what a future at J.W. Cole can look like, whether that means achieving true independence, developing a growth strategy, planning for succession, or leveraging innovative technology to modernize their practices. Her approach is consultative, strategic, and always centered on what’s best for the advisor and their clients.