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Always On with Duncan MacPherson

Always On with Duncan MacPherson

By: Duncan MacPherson
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 For innovative, ambitious, and balanced business professionals.Copyright 2025© Always On for Financial Advisors Podcast with Duncan MacPherson Career Success Economics Management Management & Leadership
Episodes
  • Built to Sell: The Advisor’s M&A Playbook with Scott Danner (Ep. 87)

    Built to Sell: The Advisor’s M&A Playbook with Scott Danner (Ep. 87)
    Dec 11 2025
    In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today’s advisory landscape, how … Continue reading Built to Sell: The Advisor’s M&A Playbook with Scott Danner (Ep. 87) →
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    57 mins
  • Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

    Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
    Nov 20 2025
    Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →
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    52 mins
  • Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)

    Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)
    Oct 30 2025
    In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking their … Continue reading Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85) →
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    1 hr and 8 mins
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