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

Always On with Duncan MacPherson
18/09/2025 55 min Episodio 83
AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

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Episode Synopsis

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

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