Podcast Index

Podcasts

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Always On for Financial Advisors Podcast Always On for Financial Advisors Podcast Duncan MacPherson MasilyJohn MasilyJohn MasilyJohn Ignoring The Rules Ignoring The Rules Wayne Robertson Swim Against The Tide Swim Against The Tide Steve Henry Deep Riches with Brenda Turner Deep Riches with Brenda Turner Brenda Turner Success Leaves Clues Success Leaves Clues Davis Nguyen Accès au Marché Mondial des Dispositifs Médicaux Accès au Marché Mondial des Dispositifs Médicaux Pure Global Глобальный доступ на рынок медицинских изделий Глобальный доступ на рынок медицинских изделий Pure Global चिकित्सा उपकरण वैश्विक बाजार पहुंच चिकित्सा उपकरण वैश्विक बाजार पहुंच Pure Global Globalt Marknadstillträde för Medicintekniska Produkter Globalt Marknadstillträde för Medicintekniska Produkter Pure Global Tıbbi Cihazlar Küresel Pazar Erişimi Tıbbi Cihazlar Küresel Pazar Erişimi Pure Global Akses Pasar Global Alat Kesehatan Akses Pasar Global Alat Kesehatan Pure Global Meet the Franchise Meet the Franchise 1851 Franchise Chief in Tech Deep Dive Shortcast Chief in Tech Deep Dive Shortcast Executive Women in Tech (EWIT) Tech Stories Tech Brief By HackerNoon Tech Stories Tech Brief By HackerNoon HackerNoon Web3 Tech Brief By HackerNoon Web3 Tech Brief By HackerNoon HackerNoon Finance Tech Brief By HackerNoon Finance Tech Brief By HackerNoon HackerNoon Telemetry Transportation Daily Telemetry Transportation Daily Sam Abuelsamid Management Tech Brief By HackerNoon Management Tech Brief By HackerNoon HackerNoon Mercado Abierto Mercado Abierto Capital Radio First Principles First Principles Adrian Wells Squawk on the Street Squawk on the Street CNBC The Secret War on Cash The Secret War on Cash Dean Heskin Commerce Untold Commerce Untold Eitan Koter Social Proof Podcast Social Proof Podcast Social Proof Network Finanzen ganz einfach - von Saidi, Sophie & Emil Finanzen ganz einfach - von Saidi, Sophie & Emil Finanztip Squawk Pod Squawk Pod CNBC Daily Cyber Threat Brief Daily Cyber Threat Brief Simply Cyber Media Group Commodity Week Commodity Week Todd E. Gleason Bitcoin And | Bitcoin & Economic News Bitcoin And | Bitcoin & Economic News David Bennett | Bitcoin & Economic News Beach Grass Roots Beach Grass Roots KMUN Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! Company Interviews Company Interviews Crux Investor Una vida invirtiendo - El Podcast de Juan Such (Rankia) Una vida invirtiendo - El Podcast de Juan Such (Rankia) Juan Such - Rankia Becker Business Becker Business Scott Becker RadioCSIRT RadioCSIRT Radio CSIRT ITM Trading Podcast ITM Trading Podcast The Daniela Cambone Show and Taylor Made Economics
Always On for Financial Advisors Podcast

Business

Always On for Financial Advisors Podcast

Duncan MacPherson

Get Known or Get Left Behind with Mitch Slater

July 09, 2026 8:00am 1:04

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, Execut...

The Hidden Cost of Serving Everyone

June 18, 2026 8:45am 52 min

Why Top Financial Advisors Are Getting More Selective A conversation for financial advisors on why top-performing firms are becoming more intentional about who they serve, how they allocate their time, and the systems th...

The Future of Client Connection with Linda Sherman

May 28, 2026 8:00am 1:03

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 Empower...

The Evolution of Financial Advice with Steve Sanduski

May 07, 2026 8:00am 59 min

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 in...

The Hidden Growth Lever with Elaine Christakos

April 16, 2026 8:00am 57 min

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 leadi...

Wealth with a Purpose with Kimberly Safoyan

March 26, 2026 8:00am 53 min

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 Dese...

Why Elite Advisors Think Differently

March 05, 2026 7:00am 1:12

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 c...

The Financial Advisor’s Long Game with Brad Johnson

February 12, 2026 9:14am 55 min

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, f...

How to Win Liquidity Events with Roger Silk

January 22, 2026 7:00am 55 min

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 s...

The Financial Advisor’s Blind Spot with Natasha Kennedy

January 01, 2026 7:00am 50 min

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-certifi...

Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner

December 11, 2025 7:00am 57 min

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 ...

Moving Upstream: Scaling Up Your Business with Robert Montella

November 20, 2025 7:00am 51 min

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. ...

Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa

October 30, 2025 8:00am 1:07

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 financi...

Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose

October 09, 2025 8:00am 59 min

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...

AI-Powered Leadership for Advisors: Habits, Culture, and Workflows

September 18, 2025 8:00am 55 min

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 clar...

The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan

August 28, 2025 8:00am 1:04

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...

Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp

August 07, 2025 8:00am 1:03

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 ...

Levelling Up Your Business with Chris Garcia

July 17, 2025 8:00am 53 min

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 Amerip...

Scalable by Design: Lessons in Intentional Growth with Jimmy Lee

June 26, 2025 8:00am 1:22

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 bo...

Engineering a Sale-Ready Business with Eric Boyce and Kelly Griggs

June 05, 2025 8:00am 53 min

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 unpa...

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