NEW EPISODE OUT NOW - AI-Powered Leadership for Advisors

Habits, Culture, and Workflows with Chris Jeppesen

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 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 Good to Great, Traction, and Atomic Habits into daily workflows that scale client loyalty and growth.

Key takeaways:

• Establish a simple weekly leadership cadence to align priorities and decisions.
• Define roles by outcomes, handoffs, and KPIs so accountability is unambiguous.
• Segment service to set expectations, elevate experience, and protect capacity.
• Use AI to prep agendas, summarize meetings, and automate follow-ups inside your CRM.

Stream the full podcast for these, and more, valuable insights, links:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
Other platforms: paretosys.co/ao-bb