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) →
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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) →
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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. 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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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) →
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Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
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) →
If you are committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced business professionals who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.
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