Always On with Duncan MacPherson

Duncan MacPherson
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For innovative, ambitious, and balanced business professionals.

  1. JAN 1

    The Financial Advisor’s Blind Spot with Natasha Kennedy

    In this episode of the Always On Podcast, Duncan MacPherson speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. Natasha breaks down why most heirs ultimately leave their parents’ advisor, how silence and avoidance around legacy planning erode … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →

    51 min

  2. 12/11/2025

    Built to Sell: The Financial 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 needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today’s advisory landscape, how … Continue reading Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) →

    57 min

  3. 11/20/2025

    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 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) →

    52 min

  4. 10/30/2025

    Be a Business Owner, Not Just a Financial 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 transitions in the financial services space. Frank shares his experience helping financial advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking … Continue reading Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85) →

    1h 8m

  5. 10/09/2025

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

    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 Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84) →

    59 min

  6. 09/18/2025

    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 financial 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 … Continue reading AI-Powered Leadership for Financial Advisors: Habits, Culture, and Workflows (Ep. 83) →

    56 min

  7. 08/28/2025

    The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan

    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 Financial Advisor of the Future with Sten Morgan (Ep. 82) →

    1h 5m

  8. 08/07/2025

    Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp

    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) →

    1h 3m
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About

For innovative, ambitious, and balanced business professionals.

Information

  • Creator
    Duncan MacPherson
  • Years Active
    2025 - 2026
  • Episodes
    88
  • Rating
    Clean
  • Copyright
    Copyright 2025© Always On for Financial Advisors Podcast with Duncan MacPherson
  • Show Website
    Always On with Duncan MacPherson