Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)

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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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Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)

Always On with Duncan MacPherson

1 hour 2 minutes

6 months ago

Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 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

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

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 Guests:
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.