Explorez tous les épisodes du podcast Always On for Financial Advisors Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Don’t Pitch It, Position It with Chris Reynolds (Ep. 102) | 22 Oct 2026 | 00:54:19 | |
Most advisors talk about alternative investments the way they’d talk about any new product: something to explain, justify, and hope the client buys into. Chris Reynolds says that’s exactly the wrong way to think about it. Chris has spent nearly three decades building one of the industry’s most respected investment firms and becoming, in Duncan’s words, one of the financial advisor’s greatest advocates. As Executive Chair of IPC Wealth, author of The Six Circle Strategy, and host of his own podcast, Turning the Page, Chris has a front row seat to where the industry is headed, and he isn’t shy about saying so. Duncan and Chris dig into what they call “both AIs,” artificial intelligence and alternative investments, and the seismic shift each is creating in how advisors build their businesses. They explore why positioning, not pitching, is the key to introducing alternatives into the client conversation, why net new growth increasingly comes from conversion rather than acquisition, and why advisors sitting on decades of market cycles and client relationships have more to offer the next generation than they realize. Key Highlights Include:
If you’re thinking about how to introduce alternatives, embrace AI, or finish your career on your own terms, this conversation offers a clear-eyed playbook. Promotions
Connect With Duncan MacPherson:
Connect With Chris Reynolds
About Our Guest Chris Reynolds is an entrepreneur, author, and Executive Chair of IPC Wealth. After founding IPC in 1994, he spent more than three decades helping build one of Canada’s leading independent wealth management firms. He’s the author of The Six Circle Strategy and host of the Turning the Page podcast, where he explores the leadership lessons, life experiences, and pivotal moments that shape successful people. | |||
| NextGen Advisor Excellence with Alex Murphy (Ep. 101) | 01 Oct 2026 | 01:12:32 | |
The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back. As Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, Alex helped found Cedarwood in 2022 with a vision to bring a family-focused approach to business and life. That philosophy shows up everywhere in his work, from how he mentors advisors just starting out to how he thinks about scaling a practice without losing what makes it personal. Join Duncan MacPherson as he sits down with Alex and digs into what it really takes to build a next-generation advisory business. They cover the full arc of an advisor’s career, from the earliest days of learning to manage volatility and become a client’s first call, to the middle years of navigating mentor-protege dynamics and deciding whether to specialize, all the way through to the final stretch of a career and the shift from generalist to owner of real enterprise value. Along the way, they explore why so many advisors chase growth for its own sake, and what it looks like to build a business that serves a fuller life instead of consuming it. Key Highlights Include:
If you’re building a team, mentoring the next generation, or aiming to make your last five years your best five years, this episode delivers a practical roadmap. Promotions:
Connect With Duncan MacPherson:
Connect With Alex Murphy
About Our Guest: Alex Murphy is a financial advisor, Chief Operating Officer of Cedarwood Financial Partners, and host of the Beyond the Trees podcast. In 2022, Alex helped found Cedarwood Financial Partners with a vision to bring a family-focused approach to business and life. He is an Accredited Asset Management Specialist with more than twelve years of experience in wealth management and is passionate about leadership, relationships, and helping others build a more fulfilling business and life. Outside of work, Alex enjoys traveling and spending time with his wife, Tricia, and their three daughters. | |||
| From Clients to Legacy with Chris Jeppesen (Ep. 100) | 10 Sep 2026 | 01:04:46 | |
What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before money goes into motion. Join Duncan MacPherson for a milestone conversation with Chris Jeppesen, head of the advisor consulting group at First Trust Portfolios and, fittingly, the very first guest this podcast ever had. Duncan and Chris take the Pareto Principle a level deeper, the 80-20 within the 20, exploring how advisors can identify their ideal clients, build continuity for affluent families, and integrate alternative investments into a process that creates lasting value. Key Highlights Include:
Tune in for a milestone conversation on why the next chapter of your business may be less about acquisition and more about legacy. Promotions
Connect With Duncan MacPherson
Connect With Chris Jeppesen
About Our Guest Chris Jeppesen joined First Trust in 1997 and has since met with thousands of brokers, advisors, and wealth managers, learning the elements that have the most meaningful impact on delivering a consistent investment experience, scalable growth, and predictable revenue. He heads the advisor consulting group at First Trust Portfolios, coaches a select group of advisors, and collaborates with the business development areas of firms with long-standing relationships with First Trust. Chris is the co-author of The Advisor Playbook and The Blue Square Method, and shares what he’s learned with thousands of advisors each year as a frequent guest speaker at financial advisor conferences across the country. | |||
| The Mystery of the Double A with Terry Gronbeck-Jones (Ep. 99) | 20 Aug 2026 | 00:56:26 | |
Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the double A, and in this episode, he joins Duncan MacPherson to finally solve it. Join Duncan MacPherson for an in-depth conversation with Terry Gronbeck-Jones, a business development consultant who has been coaching financial advisory teams since the late 1990s, the majority of that time spent at Pareto Systems. Terry and Duncan have known each other for nearly forty years, and this marks Terry’s return to Always On after his earlier episode on avoiding a plateau. Together, they unpack Pareto’s triple-A classification system: assets, attitude, and advocacy, and explain why the double A, the client with the first two but not the third, is one of the most overlooked growth opportunities in any practice. The gap between a good client and an advocate isn’t complicated once you see what’s missing. Key Highlights Include:
Tune in for a warm, practical conversation on turning your best relationships into your best source of new business. Promotions:
Connect With Duncan MacPherson:
Connect With Terry Gronbeck-Jones:
About Our Guest: Terry Gronbeck-Jones has been a consultant and business coach for the financial services industry since the late 1990s, the majority of those years spent at Pareto Systems. Terry also consults through Mindset Consulting, a company he co-founded in 2014. His primary focus is working with financial advisory teams across North America, helping them implement marketing and business development best practices. He has consulted on corporate projects with firms such as Wells Fargo, Raymond James, and Creative Marketing, and is the co-author of The North Wind and the Sun, a collection of true stories about the importance of relationships in business. Terry is based in Ottawa, Ontario. | |||
| The Future of Advisor Value with Matt Doran (Ep. 98) | 30 Jul 2026 | 01:14:33 | |
Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alternative investments. Duncan MacPherson calls them the two AIs, and in this episode, he and Matt Doran break down exactly what each one means for the future of advisor value. Join Duncan MacPherson for a wide-ranging conversation with Matt Doran, Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm supporting over 112 practices and approximately $52 billion in prehire assets. Matt brings more than 20 years of experience as a CFP and holds a master’s in taxation from Villanova University. Both forces are raising the bar for what advisors need to offer, and both are creating a gap between those who see the opportunity and those who don’t. The gap between advisors who get this and those who don’t is only going to widen. This conversation is worth your time. Key highlights include:
Tune in for a rich, substantive conversation on the evolving role of the financial advisor, what fee worthiness really looks like in today’s environment, and how the advisors who will be indispensable tomorrow are positioning themselves right now. Promotions:
Connect With Matt Doran:
About Our Guest: Matt Doran is Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm founded by former Wells Fargo leaders and headquartered in Nashville and St. Louis. With more than 20 years of experience as a CFP and a master’s in taxation from Villanova University Law School, Matt has spent his career at the intersection of complex planning and advisor practice development. A former principal at Edward Jones and founder of Sage Wealth Planning, he now helps advisors and their clients navigate the growing complexity of wealth management, with deep expertise in alternative investments, tax planning, charitable structures, and liquidity event strategy. Matt lives in Elk Rapids, Michigan. | |||
| Get Known or Get Left Behind with Mitch Slater (Ep. 97) | 09 Jul 2026 | 01:04:10 | |
What if the single biggest threat to your practice isn’t the market, isn’t AI, and isn’t the competition? What if it’s simply being invisible? Join Duncan MacPherson for an in-depth conversation with Mitch Slater, Executive Director of Digital Communications at UBS and self-described Chief Visibility Officer. With a career that began working alongside Larry King in all-night radio and later spanning 37 years as a financial advisor, Mitch brings a rare and battle-tested perspective on what it takes to get known in today’s marketplace. Together, they explore why AI and shifting client expectations are reshaping financial services into its most significant era yet, and what separates the advisors who will thrive from those who will be left behind. The conversation is equal parts strategic and personal, grounded in real stories and hard-won lessons from decades at the intersection of media, markets, and client relationships. Key highlights include:
Tune in for a practical, energizing conversation on visibility, authenticity, and what it really means to get known in the modern advisory business. Promotions:
Connect With Duncan MacPherson:
Connect With Mitch Slater:
About Our Guest: Mitchell (Mitch) Slater is Executive Director and Chief Visibility Officer, Advisor Marketing at UBS Wealth Management USA. After a 35-year career as a Financial Advisor, Sales Manager, and trainer, Mitch now helps financial advisors and business professionals increase their visibility through LinkedIn, video, podcasts, personal branding, and AI. A former radio producer who worked with both Larry King and Howard Stern early in his career, Mitch combines media experience with decades in wealth management to help professionals build trust, strengthen relationships, and grow their influence. He is the host of several UBS programs, including Front and Center and Leadership Lounge, and is a frequent speaker at conferences and advisor events across the country. Mitch lives in Westfield, New Jersey, with his wife Leslie and is passionate about helping people “stop being invisible” and get known for what they do best. | |||
| The Hidden Cost of Serving Everyone with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 96) | 18 Jun 2026 | 00:52:45 | |
What if the biggest obstacle to growth isn't finding new clients, but trying to serve everyone the same way? With Duncan MacPherson away this week, Pareto coaches Jason Westover and Mike "Cy" Cajthaml Jr. take the mic for a practical conversation on one of the most common challenges facing financial advisors today: overwhelm. Drawing on their experience coaching advisory teams across North America, they explore how poor time allocation, unclear priorities, and ineffective client segmentation can quietly limit growth, profitability, and client experience. Together, they discuss why top-performing firms are becoming more intentional about who they serve, how they allocate their time, and the systems they build to create exceptional client experiences at scale. The conversation also examines referral generation, leveraging AI for efficiency, and why building a business that is attractive to future buyers starts with getting the fundamentals right today. Key highlights include: Why so many successful advisors still feel overwhelmed Whether you're looking to create more capacity, strengthen client relationships, or increase the enterprise value of your practice, this episode offers practical strategies you can implement immediately. Tune in for an insightful discussion on building a more focused, scalable, and valuable advisory business. | |||
| The Future of Client Connection with Linda Sherman (Ep. 95) | 28 May 2026 | 01:03:02 | |
What if the biggest opportunity in financial advice isn’t finding new clients, but going deeper with the ones you already have? Join Duncan MacPherson as he sits down with Linda Sherman, co-founder of Financially Empowered and creator of the “Go There, Ask Her” strategy, to talk about why so many female clients feel disconnected from financial conversations and what advisors can actually do about it. Linda shares practical approaches to building trust with women clients through goals-based planning, better communication, and genuine emotional intelligence. They also get into why women are often the driving force behind referrals and multigenerational relationships, and how advisors who get this right tend to see stronger retention across the board. In this episode:
If you work with couples or families, this one is worth your full attention. Linda and Duncan cover the moments in a client’s life when she’s most likely to walk, what it actually means to make a woman feel genuinely included in a financial conversation, and the small process changes that can turn a transactional relationship into a lasting one. Promotions:
Connect With Duncan MacPherson:
Connect With Linda Sherman:
About Our Guest: Linda Sherman is a Co-Founder and Co-CEO of Financially Empowered, LLC. Linda’s entire career has been in the financial services industry, specializing in marketing, consultative sales, training, and creating actionable solutions to achieve client and corporate objectives. She founded Financially Empowered to focus on her passions, working with Financial Advisors, educating women, and making an impact. Prior to Financially Empowered, Linda was a Regional Director for Legg Mason, responsible for marketing, sales, and servicing of their equity, fixed income, and alternative investments in the greater Los Angeles market. Before Legg Mason, Linda was with Morgan Stanley in New York in the firm’s Equity Research Department before joining the newly created fee-based institutional consulting business as one of its first employees in 1989. She was promoted to Executive Director for the Southern California region, where she supervised 61 retail brokerage offices and 1600 Financial Advisors. Linda graduated UCLA in 1982 with a Bachelor of Arts degree in Economics. She lives in Pacific Palisades, California, with her husband, son, and 2 Labradors. | |||
| The Evolution of Financial Advice with Steve Sanduski (Ep. 94) | 07 May 2026 | 00:59:09 | |
Your clients don’t want a portfolio manager. They want someone who’ll catch them when they fall. That’s the truth most advisors are too busy chasing alpha to hear, and it’s exactly why Duncan MacPherson sits down with industry legend Steve Sandusky in this episode. Steve climbs mountains, and he’s spent decades teaching advisors that the most important rope in their practice isn’t tied to the markets. It’s the belay: the quiet discipline of holding the line so your client can keep climbing without fear of the fall. Get that right and you stop selling advice. You become the first call when life cracks open. Duncan and Steve unpack “Return on Life,” the framework reshaping the profession by measuring success not in basis points but in a client’s freedom, time, and meaning. They get into why story and symbolism build trust faster than any performance chart, how celestial navigation can steady clients (and you) when the markets blur, and what it takes to build a practice the AI tsunami can’t touch. Key takeaways:
If you’re done competing on returns and ready to compete on meaning, this episode is the map. Outthink. Outcare. Outlast. Promotions:
Connect With Duncan MacPherson:
Connect With Steve Sanduski:
About Our Guest: Steve Sanduski, MBA, CFP® is the Founder and President of Belay Advisor, a financial advisor coaching, consulting, and marketing services company that works with individuals and firms to accelerate growth. For more than 20 years, he’s been building businesses and helping professionals become more successful. Prior to founding Belay Advisor, Steve was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company. Earlier in his career, he was a senior leader at an independent broker/dealer and helped build the firm’s corporate RIA from $0 to nearly $2 billion in assets under management in a short period of time. An accomplished writer, Steve is a New York Times Bestselling author and the co-author of two books:
Steve is also a frequent contributor to the trade press including Investment News. Financial Planning Magazine, and Financial Advisor Magazine. As a professional speaker, Steve has addressed audiences all over the country and he focuses on delivering practical ideas, strategies and tools that attendees can use immediately to reach higher levels of success. He’s also the host of several podcasts including Between Now and Success and Barron’s Advisor: The Way Forward podcast. On both podcasts, Steve interviews top financial industry leaders as well as other accomplished professional from around the world who have messages that can benefit financial advisors | |||
| The Hidden Growth Lever with Elaine Christakos (Ep. 93) | 16 Apr 2026 | 00:57:03 | |
Duncan MacPherson is joined by Pareto coach and team dynamics specialist Elaine Christakos for a practical conversation on one of the most overlooked drivers of growth in financial advisory businesses: building and leading a high-performing team. Together, they explore the shift from advisor to CEO, where leadership, delegation, and structure become the real drivers of scale. As firms grow more complex, Elaine shares how intentional team design, clear roles, and aligned communication create consistency in the client experience while freeing up capacity. The conversation also dives into hiring, retention, and team cohesion, highlighting why behavioral alignment often matters more than technical skill, and how the wrong hires can quietly erode culture, trust, and enterprise value. Elaine breaks down the mindset shift required to let go, empower the right people, and build a business that can grow beyond the advisor. Key highlights include:
This is a practical discussion for financial advisors looking to build a more scalable, self-sustaining business and lead with greater clarity and control. Tune in for actionable insights on leadership, team structure, and scaling the right way. Promotions:
Connect With Duncan MacPherson:
Connect With Elaine Christakos:
Elaine Christakos is a senior level results-oriented professional and strategist with two decades of management and coaching experience in the financial services sector. She has designed and implemented successful and proven practice management and relationship management training programs. Elaine is also a behavioral strategist and high-performance team coach who helps financial advisory teams hire the right people, build strong team dynamics, and retain top talent. Her expertise in behavioral profiling, especially DISC, Emotional Intelligence, and Driving Forces, gives her clients a clear competitive edge in attracting and developing cohesive, high-functioning teams. A Certified DISC Specialist and trainer, Elaine uses a practical, science-based approach to decode human behavior in a way that’s immediately applicable to hiring decisions, communication strategies, and leadership development. She works with elite advisors and their teams to build intentional cultures where each person operates in alignment with their natural strengths, leading to better fit, faster trust, and longer-term engagement. Elaine’s foundation in practice management was shaped by early exposure to structured, client-centric systems, which ignited her passion for coaching and optimizing team performance. Today, as a coach with the Pareto Systems network, she blends behavioral insights with strategic consulting to help advisory teams grow with clarity and confidence. | |||
| Wealth with a Purpose with Kimberly Safoyan (Ep. 92) | 26 Mar 2026 | 00:53:45 | |
What does it look like when a financial advisor builds a practice around purpose, not just profit? Join host Duncan MacPherson as he sits down with Kimberly Safoyan, founder of Anchor Wealth Management Group in Palm Desert, California, and a seasoned advisor within The Wealth Consulting Group (WCG), affiliated with LPL Financial. Kimberly shares how … Continue reading Wealth with a Purpose with Kimberly Safoyan (Ep. 92) → | |||
| Why Elite Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 91) | 05 Mar 2026 | 01:12:23 | |
Most financial advisors are really good at their job, and that might be exactly what’s holding them back! Duncan MacPherson is joined by Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. for a candid, high-level conversation on what the best financial advisors are doing right now to stay ahead in a rapidly evolving industry. … Continue reading Why Elite Advisors Think Differently with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 91) → | |||
| The Financial Advisor’s Long Game with Brad Johnson (Ep. 90) | 12 Feb 2026 | 00:55:39 | |
What will separate the advisors who thrive over the next decade from those who get left behind? Join Duncan as he sits down with Brad Johnson, co-founder of Triad Partners and host of the Do Business. Do Life. podcast, for a wide-ranging conversation on what it truly takes to build a sustainable, future-ready advisory business. … Continue reading The Financial Advisor’s Long Game with Brad Johnson (Ep. 90) → | |||
| How to Win Liquidity Events with Roger Silk (Ep. 89) | 22 Jan 2026 | 00:55:10 | |
What if your client could sell a highly appreciated asset without triggering capital gains tax? And what if you were the advisor who made that possible? In this episode of the “Always On Podcast,” host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role … Continue reading How to Win Liquidity Events with Roger Silk (Ep. 89) → | |||
| The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) | 01 Jan 2026 | 00:50:36 | |
Nearly 90% of heirs leave their parents’ financial advisor. The real risk in the Great Wealth Transfer is not market volatility. It is irrelevance. Join Duncan MacPherson as he speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) → | |||
| Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) | 11 Dec 2025 | 00:57:22 | |
In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today’s advisory landscape, how … Continue reading Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) → | |||
| Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) | 20 Nov 2025 | 00:51:30 | |
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) → | |||
| Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85) | 30 Oct 2025 | 01:07:50 | |
In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping financial advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking … Continue reading Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85) → | |||
| Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84) | 09 Oct 2025 | 00:59:13 | |
In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose to discuss the “advisor flight plan.” This strategic framework is designed to help financial advisors transition smoothly to new environments. Jeff shares his expertise on the evolving financial landscape and the importance of aligning professional settings with personal and … Continue reading Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84) → | |||
| AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83) | 18 Sep 2025 | 00:55:37 | |
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) → | |||
| The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82) | 28 Aug 2025 | 01:04:55 | |
In this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his … Continue reading The Mentor-Protégé Dynamic: Building the Financial Advisor of the Future with Sten Morgan (Ep. 82) → | |||
| Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81) | 07 Aug 2025 | 01:03:05 | |
Join Duncan MacPherson as he 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 differentiators for future-ready professionals. Highlights: … Continue reading Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81) → | |||
| Levelling Up Your Business with Chris Garcia (Ep. 80) | 17 Jul 2025 | 00:53:10 | |
How do you build a business that grows without losing its soul? Find out as Duncan MacPherson sits 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 … Continue reading Levelling Up Your Business with Chris Garcia (Ep. 80) → | |||
| Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79) | 26 Jun 2025 | 01:22:07 | |
Explore the intersection of leadership, scalability, and client impact through Duncan MacPherson’s 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 … Continue reading Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79) → | |||
| Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78) | 05 Jun 2025 | 00:53:05 | |
What if your business could grow, evolve, and even be sold… without being dependent on you? That’s exactly what Eric Boyce and Kelly Griggs of Boyce & Associates Wealth Consulting are building. In this episode, they unpack how they’ve methodically engineered their business for scalability and succession, turning ideas from The Blue Square Method into … Continue reading Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78) → | |||
| The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) | 15 May 2025 | 00:49:49 | |
In this episode of the Always On Podcast, Duncan MacPherson sits down with Whit Lanier, CEO and Co-founder of Amplify Reviews, to unpack the growing role of client testimonials in financial services. As trust continues to shift online, reviews have become more than just social proof, they’re a scalable strategy for activating advocacy, attracting ideal … Continue reading The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) → | |||
| Volatility, Value, and Vision: How Leading Financial Advisors Are Winning in Changing Times (Ep. 76) | 24 Apr 2025 | 01:02:00 | |
In this episode of Always On, Duncan MacPherson welcomes back Chris Jeppesen, Chief of Advisory Practices at First Trust, for a timely conversation rooted in real-world field experience. As volatility continues to test the industry, the best financial advisors aren’t retreating, they’re leaning in. Duncan and Chris unpack how the most effective teams are embracing … Continue reading Volatility, Value, and Vision: How Leading Financial Advisors Are Winning in Changing Times (Ep. 76) → | |||
| Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75) | 03 Apr 2025 | 00:52:57 | |
In this episode, Duncan sits down with Dr. Amy D’Aprix, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies to talk about how financial professionals can go beyond the numbers and deepen their client relationships. Amy has spent decades helping advisors bring more empathy, purpose, and relevance into their process. Our … Continue reading Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75) → | |||
| Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74) | 13 Mar 2025 | 01:15:55 | |
In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale their businesses, optimize referrals, and maximize enterprise value for a successful exit. In this episode, you’ll learn: The three-phase approach to business growth: survival, … Continue reading Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74) → | |||
| Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73) | 20 Feb 2025 | 00:51:46 | |
In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the “Small Steps, Big Wins” podcast. Paul shares insights into cultivating a growth mindset, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to … Continue reading Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73) → | |||
| Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72) | 30 Jan 2025 | 00:52:22 | |
In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization strategies for financial advisors, offering insights into minimizing tax burdens, enhancing practice efficiency, and unlocking enterprise value. Key takeaways from this conversation include: Tax Efficiency as a Strategic Lever: How optimizing your tax approach … Continue reading Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72) → | |||
| Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71) | 09 Jan 2025 | 00:43:39 | |
In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families … Continue reading Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71) → | |||
| Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70) | 19 Dec 2024 | 00:56:45 | |
In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP®, Esq., AIF®, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to … Continue reading Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70) → | |||
| AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69) | 05 Dec 2024 | 01:02:48 | |
In this episode, Duncan MacPherson and Kevin Bishopp dive deep into how artificial intelligence is reshaping the financial services industry. From optimizing client communication to enhancing business efficiency, they unpack the immense potential AI offers to financial professionals. This forward-thinking discussion explores practical steps advisors can take to integrate AI tools into their practices and … Continue reading AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69) → | |||
| Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68) | 21 Nov 2024 | 00:58:13 | |
In this episode, Duncan MacPherson sits down with Mindy Diamond, founder and CEO of Diamond Consultants, to explore the pivotal question every advisor grapples with: Should I stay or should I go? Mindy shares insights from her latest book, “Should I Stay or Should I Go?”, which isn’t merely a guide on moving firms but … Continue reading Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68) → | |||
| Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) | 07 Nov 2024 | 00:48:09 | |
Join host Duncan MacPherson as welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore the powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. They discuss why letting go of … Continue reading Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) → | |||
| The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66) | 24 Oct 2024 | 00:53:25 | |
Duncan MacPherson sits down with Angela York and Elyse Stoner from Event Advisors to discuss the lost art of client events and how financial professionals can reinvigorate their approach. As they explore the comeback of in-person gatherings, Angela and Elyse share strategies for designing meaningful, memorable, and measurable client experiences. Listeners will learn about the … Continue reading The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66) → | |||
| Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65) | 03 Oct 2024 | 00:55:15 | |
Building meaningful client relationships is essential for long-term success in financial services. How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value? This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. They explore the significance of purpose in … Continue reading Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65) → | |||
| The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell (Ep. 64) | 19 Sep 2024 | 00:41:51 | |
Join Duncan as he sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the power of personalized gratitude in building lasting client relationships for Financial Advisors. Discover how sending customized cards to clients can enhance your client retention strategies, foster loyalty, and increase client advocacy. Cathi shares insights from her 12+ years of … Continue reading The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell (Ep. 64) → | |||
| Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63) | 29 Aug 2024 | 01:04:14 | |
Balancing client needs, industry best practices, and personal life can be challenging in financial services. How do you maintain integrity while fostering client relationships and achieving work-life balance? In this episode, Duncan MacPherson chats with Sybil Verch, wealth advisor, TV show host, and author. Together, they explore themes such as benevolence and charitable giving, the … Continue reading Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63) → | |||
| Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62) | 08 Aug 2024 | 01:15:43 | |
Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics? This week on The Always On Podcast, Duncan MacPherson sits down with Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast. The discussion pivots around the significance of client acquisition, growth, and productivity from the perspective of stewardship rather than … Continue reading Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62) → | |||
| AI Insights and Breakthroughs – Especially for Financial Advisors! with Kevin Bishopp (Ep. 61) | 18 Jul 2024 | 00:36:11 | |
AI will not replace humans. It will replace humans who don’t embrace AI. Ever-curious advisors committed to learning about AI’s latest use cases are more likely to achieve professional contrast and elevate their client experience! To learn what’s new with AI (especially for advisors), join Duncan MacPherson’s conversation with Kevin Bishopp, Vice President and Performance … Continue reading AI Insights and Breakthroughs – Especially for Financial Advisors! with Kevin Bishopp (Ep. 61) → | |||
| Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60) | 27 Jun 2024 | 00:50:32 | |
Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning? Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree! In this enlightening and highly relevant episode, Duncan … Continue reading Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60) → | |||
| The Advisor of Tomorrow with Isaac Richard III (Ep. 59) | 06 Jun 2024 | 00:55:42 | |
Newer advisors in the industry are always thinking of ways to not just survive but thrive. Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and succession plan. Let’s explore this transition to the next generation and how it coincides with a similar wealth transition among clients. In this episode, … Continue reading The Advisor of Tomorrow with Isaac Richard III (Ep. 59) → | |||
| Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58) | 16 May 2024 | 00:59:56 | |
Transitioning to another employee-model firm or launching an RIA firm can be daunting! Finding the right fit, adapting to the new environment, communicating the transition to your existing clients…there’s a lot to consider. Let’s break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With … Continue reading Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58) → | |||
| The Language of Referrals with Bill Cates (Ep. 57) | 25 Apr 2024 | 00:59:28 | |
Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs? When asking for referrals, your words matter! Catch Duncan MacPherson’s conversation with Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the … Continue reading The Language of Referrals with Bill Cates (Ep. 57) → | |||
| Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) | 04 Apr 2024 | 00:49:40 | |
The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners. As their advisor, how can you help prepare their heirs and transition wealth smoothly? Find out as Duncan MacPherson speaks with Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and … Continue reading Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) → | |||
| The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55) | 14 Mar 2024 | 00:49:42 | |
With messaging, the key is brevity, specificity, and proprietary. You must choose your target audience, personalize your marketing to resonate with them, walk them through a proprietary process, and share their experience using effective testimonials! Learn more about elevating your brand in this episode, as Duncan MacPherson speaks with Seth Diener, owner of Diener Money … Continue reading The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55) → | |||
| Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) | 22 Feb 2024 | 00:47:22 | |
Want to receive maximum value for the business you’ve worked so hard to build? The key lies in being proactive with your exit strategy. Dive into a thought-provoking conversation between Duncan MacPherson and returning guest Ted Jenkin, CEO of oXYGen Financial and president of Exit Stage Left Advisors. Together, they uncover practical insights to streamline … Continue reading Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) → | |||
| Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53) | 01 Feb 2024 | 00:55:16 | |
In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way? Are your clients well-equipped to tell your story for you and be your biggest advocates? Join Duncan MacPherson and Mike “Cy” Cajthaml Jr., a business consultant at Pareto Systems, as they delve … Continue reading Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53) → | |||