Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)

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August 7, 2025 • 63 mins

In this episode of the Always On Podcast, Duncan MacPherson reconnects with Kevin Bishopp, 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 →

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)