Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

Always On with Duncan MacPherson
20/11/2025 51 min
Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

Listen "Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)"

Descargar episodio Ver en sitio original

Episode Synopsis

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) →

More episodes of the podcast Always On with Duncan MacPherson

Built to Sell: The Advisor’s M&A Playbook with Scott Danner (Ep. 87) 11/12/2025
Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85) 30/10/2025
Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84) 09/10/2025
AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83) 18/09/2025
The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82) 28/08/2025
Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81) 07/08/2025
Levelling Up Your Business with Chris Garcia (Ep. 80) 17/07/2025
Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79) 26/06/2025
Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78) 05/06/2025
The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) 15/05/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA