Always On with Duncan MacPherson Podcast
1) Built to Sell: The Advisor’s M&A Playbook with Scott Danner (Ep. 87)
In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional need...Show More
2) Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
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...Show More
3) Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)
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 transi...Show More
4) Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84)
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....Show More
5) AI-Powered Leadership for Advisors: Habits, Culture, and Workflows
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,...Show More
6) The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan Ep. 82
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 ...Show More
7) Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)
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, te...Show More
8) Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)
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...Show More
9) The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)
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. ...Show More
10) Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)
In this episode of Always On, Duncan MacPherson welcomes back Chris Jeppesen, Chief of Advisory Practices at First Trust, for a timely conversation rooted in real-world field experience. As volatility...Show More