Podcast Episodes
Back to SearchHow to Win Liquidity Events with Roger Silk
Episode 89
What if your client could sell a highly appreciated asset without triggering capital gains tax? And what if you were the advisor who made that possib…
6 months, 4 weeks ago
The Financial Advisor’s Blind Spot with Natasha Kennedy
Episode 88
Nearly 90% of heirs leave their parents’ financial advisor. The real risk in the Great Wealth Transfer is not market volatility. It is irrelevance.
J…
7 months, 2 weeks ago
Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner
Episode 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 con…
8 months, 1 week ago
Moving Upstream: Scaling Up Your Business with Robert Montella
Episode 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 u…
9 months ago
Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa
Episode 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, …
9 months, 3 weeks ago
Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose
Episode 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 fram…
10 months, 1 week ago
AI-Powered Leadership for Advisors: Habits, Culture, and Workflows
Episode 83
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…
11 months ago
The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan
Episode 82
In this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Succes…
11 months, 3 weeks ago
Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp
Episode 81
Join Duncan MacPherson as he reconnects with Kevin Bishopp, Vice President at First Trust, to explore the four key stages in an advisor’s business ev…
1 year ago
Levelling Up Your Business with Chris Garcia
Episode 80
How do you build a business that grows without losing its soul?
Find out as Duncan MacPherson sits down with Chris Garcia, Private Wealth Advisor and…
1 year, 1 month ago