NEW EPISODE OUT NOW - Scaling Smart with Kevin Bishopp

Process, People and the Promise of AI

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 differentiators for future-ready professionals.

Highlights:

• How AI boosts capacity, consistency, and client impact
• The importance of process in scaling and succession
• Why focusing on your niche builds referability
• Practical steps to make your business sale-ready

Whether you're just getting started or thinking about your eventual exit, this conversation offers powerful insights to help you stay intentional and future-ready. Tune in to learn how to harness AI, refine your process, and build enterprise value at every stage of your business evolution.

Tune in and listen now:

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