Category Archives: Coaching

Levelling Up Your Business with Chris Garcia (Ep. 80)



How do you build a business that grows without losing its soul?

In this episode of the Always On podcast, I sit down with Chris Garcia, Private Wealth Advisor and CEO of The Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Chris shares how he evolved from a solo advisor into a multi-advisor enterprise by focusing on process, stewardship, and a powerful brand narrative. With a team of 20 and growing, Chris has built a scalable, referable, and succession-ready business, by design.

🎧 In this episode, we explore:

  • Why process is your best defense against commoditization
  • The importance of articulating your professional contrast
  • How to create a brand that clients and advisors want to be part of
  • The difference between living your legacy and leaving one
  • How to scale without sacrificing the client experience

Whether you’re building a team, refining your process, or thinking about enterprise value, this episode is packed with insights you can act on right away.

Resources Mentioned:

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Connect with Chris Garcia

About Our Guest:

Leveraging a strong foundation in financial study and years of planning experience, Chris Garcia is dedicated to guiding clients on their path to financial independence, turning lifelong dreams into tangible, actionable accomplishments.

A graduate of Texas State University with a degree in Finance, Chris quickly discovered his calling in helping individuals build confidence in their financial futures. Through thoughtful planning and a client-first approach, he empowers people to move forward with clarity and purpose. With a team of professionals and a comprehensive process in place, Chris enables his clients to focus on what matters most, without being distracted by what’s outside of their control.

For important information on how Chris can interact with you on social media, please visit: www.ameriprise.com/social


Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)



In this episode of the Always On podcast, Duncan MacPherson explores the intersection of leadership, scalability, and client impact through a compelling conversation with Jimmy Lee, Founder and CEO of The Wealth Consulting Group, and an advisor who operates at both the strategic and client-facing levels of his firm.

Together, they unpack what it takes to build a business that is both transferable and transcendent.

Key takeaways include:

  • The advantages of having both a C-suite and client-facing perspective
  • Why being sale-ready is about structure, not timing
  • How to lead with values while still pursuing growth
  • The difference between running a business for clients and with clients
  • Reflections on intentional leadership, culture, and the long game of legacy

This conversation offers a rare look into how high-performing advisors align their business models with long-term outcomes, without sacrificing the human side of the profession.

Resources Mentioned:

Promotions:

Connect With Duncan MacPherson:

Connect with Jimmy Lee

About Our Guest:

Jimmy Lee is the founder and CEO of The Wealth Consulting Group (WCG).   WCG is a hybrid RIA consisting of 43 branch locations and 123 advisors affiliated with the firm with over $8.5 billion in assets under advisement as of 5/31/25.

WCG’s purpose is “Making Life Better” with a mission of helping financial advisors spend 80% of their time in their genius.  The company’s vision is to help 100,000+ lives with an effortless one stop wealth management experience.  WCG is an award winning firm being named as a leader by USA Today, Newsweek, Financial Advisor Magazine, Citywire, Investment News, etc.

Jimmy is a fixture in the tier one financial media as a regular on networks such as CNBC, Fox Business, Bloomberg, Reuters, BBC News, BNN Bloomberg, etc.  He has also been profiled in the Wall Street Journal, quoted by many financial publications, is a regular contributor for Kiplinger, and a Best In State financial advisor by Forbes.  He resides in Las Vegas.