Episodios

  • Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

    Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
    Nov 20 2025
    Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →
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    52 m
  • Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)

    Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)
    Oct 30 2025
    In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking their … Continue reading Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85) →
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    1 h y 8 m
  • Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84)

    Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84)
    Oct 9 2025
    In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose 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 importance of aligning professional settings with personal and … Continue reading Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84) →
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    59 m
  • AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

    AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)
    Sep 18 2025
    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 m
  • 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)
    Aug 28 2025
    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 h y 5 m
  • 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)
    Aug 7 2025
    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 h y 3 m
  • Levelling Up Your Business with Chris Garcia (Ep. 80)

    Levelling Up Your Business with Chris Garcia (Ep. 80)
    Jul 17 2025
    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 m
  • Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)

    Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)
    Jun 26 2025
    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 h y 22 m