AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

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Always On with Duncan MacPherson

Duncan MacPherson

85 episodes

5 days ago

If you are committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced business professionals who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.

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AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

Always On with Duncan MacPherson

55 minutes 37 seconds

1 month ago

AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

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.

Resources:

* AI for the Financial Professional (Whitepaper):
* The Blue Square Method by Duncan MacPherson and Chris Jeppesen
* The Advisor Playbook by Duncan MacPherson and Chris Jeppesen
* First Trust Advisor Consulting Group: Contact your First Trust wholesaler for support and guidance
* Good to Great by Jim Collins
* Traction: Get a Grip on Your Business by Gino Wickman
* Atomic Habits by James Clear

Promotions:

* The Ultimate Guide to Financial Advisor Coaching: paretosystems.com/guide-to-financial-advisor-coaching

Connect With Duncan MacPherson:

* Pareto Systems
* 866.593.8020
* Schedule a Call
* Duncan on LinkedIn

Connect With Chris:

* First Trust
* LinkedIn: Chris Jeppesen
* LinkedIn: First Trust

About Our Guest:
Chris Jeppesen is the head of advisory practices at First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs, and VAs (to name a few) but also for its commitment to the growth of financial advisors. First Trust has dedicated many years to finding (and investing in) creative ways to help financial advisors grow their practices. Chris’ goal over the last 18 years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. Chris is also the co-author of The Advisor Playbook and The Blue Square Method.