Épisodes

  • Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)

    Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)
    Aug 7 2025
    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) →
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    1 h et 3 min
  • Levelling Up Your Business with Chris Garcia (Ep. 80)

    Levelling Up Your Business with Chris Garcia (Ep. 80)
    Jul 17 2025
    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) →
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    53 min
  • Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)

    Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)
    Jun 26 2025
    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) →
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    1 h et 22 min
  • Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)

    Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)
    Jun 5 2025
    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) →
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    53 min
  • The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)

    The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)
    May 15 2025
    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) →
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    50 min
  • Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)

    Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)
    Apr 24 2025
    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) →
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    1 h et 2 min
  • Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)

    Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
    Apr 3 2025
    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) →
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    53 min
  • Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)

    Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)
    Mar 13 2025
    In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale their businesses, optimize referrals, and maximize enterprise value for a successful exit. In this episode, you’ll learn: The three-phase approach to business growth: survival, … Continue reading Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74) →
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    1 h et 16 min