Always On with Duncan MacPherson

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

  1. 8月28日

    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demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models.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 Advisor of the Future with Sten Morgan Ep. 82 →

    1 小時 5 分鐘

  2. 8月7日

    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) →

    1 小時 3 分鐘

  3. 7月17日

    Levelling Up Your Business with Chris Garcia (Ep. 80)

    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) →

    53 分鐘

  4. 6月26日

    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 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) →

    1 小時 22 分鐘

  5. 6月5日

    Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)

    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) →

    53 分鐘

  6. 5月15日

    The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier

    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 … Continue reading The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) →

    50 分鐘

  7. 4月24日

    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 continues to test the industry, the best financial advisors aren’t retreating, they’re leaning in. Duncan and Chris unpack how the most effective teams are embracing … Continue reading Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76) →

    1 小時 2 分鐘

  8. 4月3日

    Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice

    In this episode, Duncan sits down with Dr. Amy D’Aprix, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies to talk about how financial professionals can go beyond the numbers and deepen their client relationships. Amy has spent decades helping advisors bring more empathy, purpose, and relevance into their process. Our … Continue reading Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75) →

    53 分鐘
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簡介

For innovative, ambitious, and balanced business professionals.

資訊

  • 創作者
    Duncan MacPherson
  • 活躍年代
    2025年
  • 集數
    82
  • 年齡分級
    兒少適宜
  • 版權
    Copyright 2025© Always On with Duncan MacPherson
  • 節目網站
    Always On with Duncan MacPherson