Volatility, Value, and Vision - NEW PODCAST EPISODE 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 this environment as a catalyst for deeper relationships, elevated leadership, and long-term enterprise value.

They explore the mindset and tactical shifts that top performers are making, from transitioning toward advice-centric models and AI adoption, to scaling their practices without diluting the client experience. The conversation also addresses the advisor's personal evolution, with insights on leadership, strategic planning, and legacy-building.

Key takeaways include:

• How to "value stack" with proactive communication, personalized planning, and future-focused conversations
• What advisors must do now to stay ahead of shifting client expectations and emerging competition
• Why AI isn't optional, and how to use it to develop IP, scale client acquisition, and enhance team efficiency
• Leadership, delegation, and building a business that creates both freedom and fulfillment

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

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