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  • Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84)

    Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84)
    2025/10/09
    In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose, a Pareto certified business consultant and innovative recruiter, to discuss the “advisor flight plan.” This strategic framework is designed to help financial advisors transition smoothly to new environments. Jeff shares his expertise on the evolving financial landscape and the … Continue reading Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84) →
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    59 分
  • AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

    AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)
    2025/09/18
    In this Always On episode, Duncan MacPherson and Chris Jeppesen, Chief of Advisory Practices at First Trust, cut through the noise to show how modern advisory leadership blends clear operating rhythm, role clarity, and intentional culture, with AI as a practical tool to compress research, sharpen meeting prep, and turn ideas from books like Good … Continue reading AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83) →
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    56 分
  • The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82)

    The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82)
    2025/08/28
    In this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his … Continue reading The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82) →
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    1 時間 5 分
  • Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)

    Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)
    2025/08/07
    In this episode of the Always On Podcast, Duncan MacPherson reconnects with Kevin Bishopp, Vice President at First Trust, to explore the four key stages in an advisor’s business evolution: growing, teaming, scaling, and exiting. They unpack how AI is reshaping productivity, client experience, and enterprise value, and why execution and process are the real … Continue reading Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81) →
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    1 時間 3 分
  • Levelling Up Your Business with Chris Garcia (Ep. 80)

    Levelling Up Your Business with Chris Garcia (Ep. 80)
    2025/07/17
    How do you build a business that grows without losing its soul? In this episode of the Always On podcast, I sit down with Chris Garcia, Private Wealth Advisor and CEO of The Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Chris shares how he evolved from a solo advisor into … Continue reading Levelling Up Your Business with Chris Garcia (Ep. 80) →
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    53 分
  • Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)

    Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)
    2025/06/26
    In this episode of the Always On podcast, Duncan MacPherson explores the intersection of leadership, scalability, and client impact through a compelling conversation with Jimmy Lee, Founder and CEO of The Wealth Consulting Group, and an advisor who operates at both the strategic and client-facing levels of his firm. Together, they unpack what it takes … Continue reading Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79) →
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    1 時間 22 分
  • Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)

    Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)
    2025/06/05
    What if your business could grow, evolve, and even be sold… without being dependent on you? That’s exactly what Eric Boyce and Kelly Griggs of Boyce & Associates Wealth Consulting are building. In this episode, they unpack how they’ve methodically engineered their business for scalability and succession, turning ideas from The Blue Square Method into … Continue reading Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78) →
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    53 分
  • The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)

    The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)
    2025/05/15
    In this episode of the Always On Podcast, Duncan MacPherson sits down with Whit Lanier, CEO and Co-founder of Amplify Reviews, to unpack the growing role of client testimonials in financial services. As trust continues to shift online, reviews have become more than just social proof—they’re a scalable strategy for activating advocacy, attracting ideal clients, … Continue reading The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) →
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    50 分