In this episode of the Always On Podcast, Duncan MacPherson reconnects with Kevin Bishop, Vice President at First Trust, to explore the four key stages in an advisor’s business evolution: growing, teaming, scaling, and exiting. They unpack how AI is reshaping productivity, client experience, and enterprise value, and why execution and process are the real … Continue reading Scaling Smart: Process, People and the Promise of AI with Kevin (Ep. 81) →