Always On with Duncan MacPherson Podcast Por Duncan MacPherson arte de portada

Always On with Duncan MacPherson

Always On with Duncan MacPherson

De: Duncan MacPherson
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For innovative, ambitious, and balanced business professionals.Copyright 2025© Always On with Duncan MacPherson Economía Exito Profesional Gestión Gestión y Liderazgo
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
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