businessSep 18, 202555:37pending
AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)
About this episode
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 financial 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 … Continue reading AI-Powered Leadership for Financial Advisors: Habits, Culture, and Workflows (Ep. 83)
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