NEW EPISODE OUT NOW: Moving Upstream
Scaling Up Your Business with Robert Montella
In this episode of Always On, Duncan MacPherson sits down with Rob Montella of First Trust for a powerful discussion on what it truly means to move upstream in today's advisory space.
Drawing from his extensive experience at Goldman Sachs and First Trust, Rob breaks down how advisors can elevate their value proposition, enhance client engagement, and create meaningful, sustainable growth.
The conversation covers the strategic use of advisory councils, how to differentiate through specialized services, and the expanding role of AI in refining the client experience. Rob also shares practical insights on legacy planning and engaging the next generation"an area where many advisors still have significant untapped opportunity.
This episode explores:
- Moving upstream with intention
- Elevating offerings through client advisory councils
- Differentiation through specialized, high-value services
- Leveraging AI to sharpen and personalize the client experience
- Legacy planning and multi-generational engagement
For advisors looking to enhance client experience, strengthen professional contrast, and build a more referable, future-ready business, this episode is a must-listen.
Tune in to discover strategies that can help elevate your advisory practice on your favourite podcast provider:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
