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Always On With Duncan Macpherson

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Always On for Financial Advisors
Always On for Financial AdvisorsWhy Elite Advisors Think DifferentlyMost 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. Together, they unpack what it truly means to become the “advisor of the future”,  from growing up-market and attracting ideal clients, to making the pivotal shift from technician to CEO. As disruption accelerates and AI reshapes workflows, the discussion centers on...
2026-03-051h 12Always On for Financial Advisors
Always On for Financial AdvisorsWhy Elite Advisors Think DifferentlyMost 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. Together, they unpack what it truly means to become the “advisor of the future”,  from growing up-market and attracting ideal clients, to making the pivotal shift from technician to CEO. As disruption accelerates and AI reshapes workflows, the discussion centers on...
2026-03-051h 12Always On for Financial Advisors
Always On for Financial AdvisorsThe Financial Advisor’s Blind Spot with Natasha KennedyNearly 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. Natasha breaks down why most heirs ultimately leave their parents’ advisor, how silence and avoidance around legacy planning erode trust, and why preparing heirs has become a critical differentiator in today’s advisory landscape. Together, they unpack how advisors can em...
2026-01-0150 minAlways On for Financial Advisors
Always On for Financial AdvisorsThe Financial Advisor’s Blind Spot with Natasha KennedyNearly 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. Natasha breaks down why most heirs ultimately leave their parents’ advisor, how silence and avoidance around legacy planning erode trust, and why preparing heirs has become a critical differentiator in today’s advisory landscape. Together, they unpack how advisors can em...
2026-01-0150 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonBe a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)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 advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking their next chapter. Together, Duncan and Frank explore how to: Prime and prepare for any professional transition Launch with clarity, confidence, and the right messaging to clients Maximize long-term success once the dust settles They also dig into the mindset behind...
2025-10-301h 07Always On for Financial Advisors
Always On for Financial AdvisorsBe a Business Owner, Not Just a Financial Advisor with Frank LaRosaIn 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 their next chapter. Together, Duncan and Frank explore how to: Prime and prepare for any professional transition Launch with clarity, confidence, and the right messaging to clients Maximize long-term success once the dust settles They also dig into the mindset...
2025-10-301h 07Always On for Financial Advisors
Always On for Financial AdvisorsBe a Business Owner, Not Just a Financial Advisor with Frank LaRosaIn 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 their next chapter. Together, Duncan and Frank explore how to: Prime and prepare for any professional transition Launch with clarity, confidence, and the right messaging to clients Maximize long-term success once the dust settles They also dig into the mindset...
2025-10-301h 07Always On with Duncan MacPherson
Always On with Duncan MacPhersonAI-Powered Leadership for Advisors: Habits, Culture, and WorkflowsIn this Always On episode, Duncan MacPherson and Chris Jeppesen, Chief of Advisory Practices at First Trust, cut through the noise to show how modern 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 Good to Great, Traction, and Atomic Habits into daily workflows that scale client loyalty and growth. Key takeaways: Establish a simple weekly leadership cadence to align priorities and decisions. Define roles by outcomes, handoffs, and KPIs so accountability is unambiguous. Segment service...
2025-09-1855 minAlways On for Financial Advisors
Always On for Financial AdvisorsAI-Powered Leadership for Advisors: Habits, Culture, and WorkflowsIn 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 Good to Great, Traction, and Atomic Habits into daily workflows that scale client loyalty and growth. Key takeaways: Establish a simple weekly leadership cadence to align priorities and decisions. Define roles by outcomes, handoffs, and KPIs so accountability is unambiguous. Segment...
2025-09-1855 minAlways On for Financial Advisors
Always On for Financial AdvisorsAI-Powered Leadership for Advisors: Habits, Culture, and WorkflowsIn 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 Good to Great, Traction, and Atomic Habits into daily workflows that scale client loyalty and growth. Key takeaways: Establish a simple weekly leadership cadence to align priorities and decisions. Define roles by outcomes, handoffs, and KPIs so accountability is unambiguous. Segment...
2025-09-1855 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonScalable 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...
2025-06-261h 22Always On for Financial Advisors
Always On for Financial AdvisorsScalable by Design: Lessons in Intentional Growth with Jimmy LeeExplore 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 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 cl...
2025-06-261h 22Always On for Financial Advisors
Always On for Financial AdvisorsScalable by Design: Lessons in Intentional Growth with Jimmy LeeExplore 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 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 cl...
2025-06-261h 22Always On with Duncan MacPherson
Always On with Duncan MacPhersonThe Power of Reviews: Unlocking Advocacy and Compliance with Whit LanierIn 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 clients, and staying compliant. They discuss how financial professionals can build a review process that’s automated, compliant, and genuinely impactful. Whether you’re just beginning to explore online reviews or looking to refine your current strategy, this episode provides a practica...
2025-05-1549 minAlways On for Financial Advisors
Always On for Financial AdvisorsThe Power of Reviews: Unlocking Advocacy and Compliance with Whit LanierIn 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 clients, and staying compliant. They discuss how financial professionals can build a review process that’s automated, compliant, and genuinely impactful. Whether you’re just beginning to explore online reviews or looking to refine your current strategy, this episode provides a practi...
2025-05-1549 minAlways On for Financial Advisors
Always On for Financial AdvisorsThe Power of Reviews: Unlocking Advocacy and Compliance with Whit LanierIn 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 clients, and staying compliant. They discuss how financial professionals can build a review process that’s automated, compliant, and genuinely impactful. Whether you’re just beginning to explore online reviews or looking to refine your current strategy, this episode provides a practi...
2025-05-1549 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonVolatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)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 this environment as a catalyst for deeper relationships, elevated leadership, and long-term enterprise value. They explore the mindset and tactical shifts that top performers are making, from transitioning toward advice-centric models and AI adoption, to scaling their practices without diluting the...
2025-04-241h 02Always On for Financial Advisors
Always On for Financial AdvisorsVolatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)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 this environment as a catalyst for deeper relationships, elevated leadership, and long-term enterprise value. They explore the mindset and tactical shifts that top performers are making, from transitioning toward advice-centric models and AI adoption, to scaling their practices without diluting the...
2025-04-241h 02Always On for Financial Advisors
Always On for Financial AdvisorsVolatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)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 this environment as a catalyst for deeper relationships, elevated leadership, and long-term enterprise value. They explore the mindset and tactical shifts that top performers are making, from transitioning toward advice-centric models and AI adoption, to scaling their practices without diluting the...
2025-04-241h 02Always On with Duncan MacPherson
Always On with Duncan MacPhersonMastering Referrals, Systems, and Endgame Preparation with Peter VelardiIn 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, scaling, and monetization How to automate referrals without looking opportunistic Why financial professionals should start planning their exit strategy earlier than expected The evolving M&A landscape and how private equity is reshaping opportunities for advisors Common blind spots in su...
2025-03-131h 15Always On for Financial Advisors
Always On for Financial AdvisorsMastering Referrals, Systems, and Endgame Preparation with Peter VelardiIn 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, scaling, and monetization How to automate referrals without looking opportunistic Why financial professionals should start planning their exit strategy earlier than expected The evolving M&A landscape and how private equity is reshaping opportunities for advisors Common blind spots in su...
2025-03-131h 15Always On for Financial Advisors
Always On for Financial AdvisorsMastering Referrals, Systems, and Endgame Preparation with Peter VelardiIn 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, scaling, and monetization How to automate referrals without looking opportunistic Why financial professionals should start planning their exit strategy earlier than expected The evolving M&A landscape and how private equity is reshaping opportunities for advisors Common blind spots in su...
2025-03-131h 15Always On for Financial Advisors
Always On for Financial AdvisorsUnlocking Growth in Financial Services with Paul Blanco: Small Steps, Big WinsIn 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 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to s...
2025-02-2051 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonUnlocking Growth in Financial Services with Paul Blanco: Small Steps, Big WinsIn 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 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to s...
2025-02-2051 minAlways On for Financial Advisors
Always On for Financial AdvisorsUnlocking Growth in Financial Services with Paul Blanco: Small Steps, Big WinsIn 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 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to s...
2025-02-2051 minAlways On for Financial Advisors
Always On for Financial AdvisorsBridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen WeisgerberIn 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 today. Key discussion points include: How financial professionals can integrate legacy planning into their deliverables. Strategies for effectively communicating wealth transfer processes to clients. Practical insights for advisors to apply both professionally and personally. Dr. Weisgerber’s extensive academic background, including a...
2025-01-0943 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonBridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen WeisgerberIn 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 today. Key discussion points include: How financial professionals can integrate legacy planning into their deliverables. Strategies for effectively communicating wealth transfer processes to clients. Practical insights for advisors to apply both professionally and personally. Dr. Weisgerber’s extensive academic background, including a...
2025-01-0943 minAlways On for Financial Advisors
Always On for Financial AdvisorsBridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen WeisgerberIn 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 today. Key discussion points include: How financial professionals can integrate legacy planning into their deliverables. Strategies for effectively communicating wealth transfer processes to clients. Practical insights for advisors to apply both professionally and personally. Dr. Weisgerber’s extensive academic background, including a...
2025-01-0943 minAlways On for Financial Advisors
Always On for Financial AdvisorsMaking the American Dream a Reality: A Conversation with Sathya Chey PattersonIn 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 achievement, demonstrating the power of resilience and vision. This conversation is divided into three compelling parts: Honoring the Past – Sathya’s remarkable personal story, including her family’s survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose. Thriving in the P...
2024-12-1956 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonMaking the American Dream a Reality: A Conversation with Sathya Chey PattersonIn 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 achievement, demonstrating the power of resilience and vision. This conversation is divided into three compelling parts: Honoring the Past – Sathya’s remarkable personal story, including her family’s survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose. Thriving in the P...
2024-12-1956 minAlways On for Financial Advisors
Always On for Financial AdvisorsMaking the American Dream a Reality: A Conversation with Sathya Chey PattersonIn 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 achievement, demonstrating the power of resilience and vision. This conversation is divided into three compelling parts: Honoring the Past – Sathya’s remarkable personal story, including her family’s survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose. Thriving in the P...
2024-12-1956 minAlways On for Financial Advisors
Always On for Financial AdvisorsAI in Financial Services: Unlocking Potential and Future Opportunities with Kevin BishoppIn 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 position themselves as leaders in a rapidly evolving landscape. Whether you’re curious about AI’s role in wealth management, looking to future-proof your practice, or aiming to deliver an elevated client experience, this episode delivers actionable insights tailored for financial advisors.
2024-12-051h 02Always On for Financial Advisors
Always On for Financial AdvisorsAI in Financial Services: Unlocking Potential and Future Opportunities with Kevin BishoppIn 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 position themselves as leaders in a rapidly evolving landscape. Whether you’re curious about AI’s role in wealth management, looking to future-proof your practice, or aiming to deliver an elevated client experience, this episode delivers actionable insights tailored for financial advisors.
2024-12-051h 02Always On with Duncan MacPherson
Always On with Duncan MacPhersonAI in Financial Services: Unlocking Potential and Future Opportunities with Kevin BishoppIn 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 position themselves as leaders in a rapidly evolving landscape. Whether you’re curious about AI’s role in wealth management, looking to future-proof your practice, or aiming to deliver an elevated client experience, this episode delivers actionable insights tailored for financial advisors.
2024-12-051h 02Always On with Duncan MacPherson
Always On with Duncan MacPhersonAligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)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 rather a tool to help advisors get crystal clear on their ideal work environment. They dive into themes of loyalty fatigue, cultural alignment, and the significance of self-assessment to make informed, client-centered decisions. Mindy and Duncan also discuss how confirmation bias can li...
2024-11-2158 minAlways On for Financial Advisors
Always On for Financial AdvisorsAligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)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 rather a tool to help advisors get crystal clear on their ideal work environment. They dive into themes of loyalty fatigue, cultural alignment, and the significance of self-assessment to make informed, client-centered decisions. Mindy and Duncan also discuss how confirmation bias can li...
2024-11-2158 minAlways On for Financial Advisors
Always On for Financial AdvisorsAligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)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 rather a tool to help advisors get crystal clear on their ideal work environment. They dive into themes of loyalty fatigue, cultural alignment, and the significance of self-assessment to make informed, client-centered decisions. Mindy and Duncan also discuss how confirmation bias can li...
2024-11-2158 minAlways On for Financial Advisors
Always On for Financial AdvisorsElevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)In this episode of the Always On podcast, host Duncan MacPherson 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 the “wrong” clients can be one of the most liberating moves an advisor can make—and how it often leads to growing deeper relationships with the “right” clients. If you’ve been feeling like your current book of busi...
2024-11-0748 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonElevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)In this episode of the Always On podcast, host Duncan MacPherson 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 the “wrong” clients can be one of the most liberating moves an advisor can make—and how it often leads to growing deeper relationships with the “right” clients. If you’ve been feeling like your current book of busi...
2024-11-0748 minAlways On for Financial Advisors
Always On for Financial AdvisorsElevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)In this episode of the Always On podcast, host Duncan MacPherson 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 the “wrong” clients can be one of the most liberating moves an advisor can make—and how it often leads to growing deeper relationships with the “right” clients. If you’ve been feeling like your current book of busi...
2024-11-0748 minAlways On for Financial Advisors
Always On for Financial AdvisorsThe Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66)In this episode, 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 concept of ROM (Return on the Moment), creative approaches to blending education and entertainment, and how to ensure that events deepen relationships and build client loyalty. Discover the why, the how, and the what’s next for client events in...
2024-10-2453 minAlways On for Financial Advisors
Always On for Financial AdvisorsThe Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66)In this episode, 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 concept of ROM (Return on the Moment), creative approaches to blending education and entertainment, and how to ensure that events deepen relationships and build client loyalty. Discover the why, the how, and the what’s next for client events in...
2024-10-2453 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonThe Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66)In this episode, 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 concept of ROM (Return on the Moment), creative approaches to blending education and entertainment, and how to ensure that events deepen relationships and build client loyalty. Discover the why, the how, and the what’s next for client events in...
2024-10-2453 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonPurpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)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 building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob’s book, “The Truest Fan” and its forthcoming sequel, “The Truest Fan Blueprint.” They discuss: Enhancing Client Experience: The differ...
2024-10-0355 minAlways On for Financial Advisors
Always On for Financial AdvisorsPurpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)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 building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob’s book, “The Truest Fan” and its forthcoming sequel, “The Truest Fan Blueprint.” They discuss: Enhancing Client Experience: The differ...
2024-10-0355 minAlways On for Financial Advisors
Always On for Financial AdvisorsPurpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)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 building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob’s book, “The Truest Fan” and its forthcoming sequel, “The Truest Fan Blueprint.” They discuss: Enhancing Client Experience: The differ...
2024-10-0355 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonEmpowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63)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 distinction between transactional sales and directional stewardship, and how these practices foster deeper client relationships. Listen in to gain actionable insights on maintaining work-life harmony, positioning charitable giving within client relationships, and transitioning from aggressive sales tactics to...
2024-08-291h 04Always On for Financial Advisors
Always On for Financial AdvisorsEmpowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63)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 distinction between transactional sales and directional stewardship, and how these practices foster deeper client relationships. Listen in to gain actionable insights on maintaining work-life harmony, positioning charitable giving within client relationships, and transitioning from aggressive sales tactics to...
2024-08-291h 04Always On for Financial Advisors
Always On for Financial AdvisorsEmpowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63)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 distinction between transactional sales and directional stewardship, and how these practices foster deeper client relationships. Listen in to gain actionable insights on maintaining work-life harmony, positioning charitable giving within client relationships, and transitioning from aggressive sales tactics to...
2024-08-291h 04Always On with Duncan MacPherson
Always On with Duncan MacPhersonAttract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)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 salesmanship. You will gain valuable insights into refining their client acquisition strategies, enhancing onboarding processes, and developing a sustainable service model that transforms clients into advocates. They touch on: The difference between salesmanship and stewardship...
2024-08-081h 15Always On for Financial Advisors
Always On for Financial AdvisorsAttract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)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 salesmanship. You will gain valuable insights into refining their client acquisition strategies, enhancing onboarding processes, and developing a sustainable service model that transforms clients into advocates. They touch on: The difference between salesmanship and stewardship...
2024-08-081h 15Always On for Financial Advisors
Always On for Financial AdvisorsAttract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)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 salesmanship. You will gain valuable insights into refining their client acquisition strategies, enhancing onboarding processes, and developing a sustainable service model that transforms clients into advocates. They touch on: The difference between salesmanship and stewardship...
2024-08-081h 15Always On with Duncan MacPherson
Always On with Duncan MacPhersonAI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61)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 Coach for the Advisor Consulting Group at First Trust. They explain why you shouldn’t fear AI, but rather leverage it for content creation, research, client communications, and much more. They discuss: The evolution...
2024-07-1836 minAlways On for Financial Advisors
Always On for Financial AdvisorsAI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61)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 Coach for the Advisor Consulting Group at First Trust. They explain why you shouldn’t fear AI, but rather leverage it for content creation, research, client communications, and much more. They discuss: The evolution...
2024-07-1836 minAlways On for Financial Advisors
Always On for Financial AdvisorsAI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61)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 Coach for the Advisor Consulting Group at First Trust. They explain why you shouldn’t fear AI, but rather leverage it for content creation, research, client communications, and much more. They discuss: The evolution...
2024-07-1836 minAlways On for Financial Advisors
Always On for Financial AdvisorsUnlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)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 MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients’ family members (including the next-gen wealth inheritors). They discuss: How to...
2024-06-2750 minAlways On for Financial Advisors
Always On for Financial AdvisorsUnlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)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 MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients’ family members (including the next-gen wealth inheritors). They discuss: How to...
2024-06-2750 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonUnlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)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 MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients’ family members (including the next-gen wealth inheritors). They discuss: How to...
2024-06-2750 minAlways On for Financial Advisors
Always On for Financial AdvisorsFrom Organic to Scalable Growth with Bill Sowell (Ep. 51)The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value. Plus, the complexities of relationship management may be amplified in a B2B upscaling model. In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and stewardship, and what it takes to cultivate lasting client relationships. They also talk about the shift from a B2C organic growth model to a franchise-ready B2B upscaling model. They discuss: Being a consolidator versus...
2023-12-281h 07Always On for Financial Advisors
Always On for Financial AdvisorsFrom Organic to Scalable Growth with Bill Sowell (Ep. 51)The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value. Plus, the complexities of relationship management may be amplified in a B2B upscaling model. In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and stewardship, and what it takes to cultivate lasting client relationships. They also talk about the shift from a B2C organic growth model to a franchise-ready B2B upscaling model. They discuss: Being a consolidator versus...
2023-12-281h 07Always On with Duncan MacPherson
Always On with Duncan MacPhersonFrom Organic to Scalable Growth with Bill Sowell (Ep. 51)The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value. Plus, the complexities of relationship management may be amplified in a B2B upscaling model. In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and stewardship, and what it takes to cultivate lasting client relationships. They also talk about the shift from a B2C organic growth model to a franchise-ready B2B upscaling model. They discuss: Being a consolidator versus...
2023-12-281h 07Always On with Duncan MacPherson
Always On with Duncan MacPhersonTimely and Timeless Best Practices with Chris Jeppesen (Ep. 50)In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients. In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth. They discuss: Why more and more advisors are finding personal rejuvenation in their work The upcoming retirement wave in the...
2023-12-0759 minAlways On for Financial Advisors
Always On for Financial AdvisorsTimely and Timeless Best Practices with Chris Jeppesen (Ep. 50)In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients. In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth. They discuss: Why more and more advisors are finding personal rejuvenation in their work The upcoming retirement wave in the...
2023-12-0759 minAlways On for Financial Advisors
Always On for Financial AdvisorsTimely and Timeless Best Practices with Chris Jeppesen (Ep. 50)In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients. In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth. They discuss: Why more and more advisors are finding personal rejuvenation in their work The upcoming retirement wave in the...
2023-12-0759 minAlways On for Financial Advisors
Always On for Financial AdvisorsAchieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and timeless principles to help advisors build profound client relationships that lead to advocacy. They discuss: The importance of combining technological aids with the “human touch” Shoot Your Trailer: an effective strategy to articulate your value to prospective clients How to...
2023-04-131h 01Always On with Duncan MacPherson
Always On with Duncan MacPhersonAchieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and timeless principles to help advisors build profound client relationships that lead to advocacy. They discuss: The importance of combining technological aids with the “human touch” Shoot Your Trailer: an effective strategy to articulate your value to prospective clients How to...
2023-04-131h 01Always On for Financial Advisors
Always On for Financial AdvisorsAchieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and timeless principles to help advisors build profound client relationships that lead to advocacy. They discuss: The importance of combining technological aids with the “human touch” Shoot Your Trailer: an effective strategy to articulate your value to prospective clients How to...
2023-04-131h 01Always On for Financial Advisors
Always On for Financial AdvisorsEnough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33)The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization like never before! As a result, coasting is not an option moving forward. It’s either climbing or fading to irrelevance. In this episode, Duncan MacPherson speaks with Chris Jeppesen, chief of advisory practices at First Trust, on why advisors need to shift their mindset and focus more on relationship and practice management to grow their business. They discuss: Insights into The Blue Square Method (and how it differs from The Ad...
2023-01-051h 07Always On with Duncan MacPherson
Always On with Duncan MacPhersonEnough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33)The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization like never before! As a result, coasting is not an option moving forward. It’s either climbing or fading to irrelevance. In this episode, Duncan MacPherson speaks with Chris Jeppesen, chief of advisory practices at First Trust, on why advisors need to shift their mindset and focus more on relationship and practice management to grow their business. They discuss: Insights into The Blue Square Toolkit (and how it differs from The Ad...
2023-01-051h 07Always On for Financial Advisors
Always On for Financial AdvisorsEnough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33)The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization like never before! As a result, coasting is not an option moving forward. It’s either climbing or fading to irrelevance. In this episode, Duncan MacPherson speaks with Chris Jeppesen, chief of advisory practices at First Trust, on why advisors need to shift their mindset and focus more on relationship and practice management to grow their business. They discuss: Insights into The Blue Square Method (and how it differs from The Ad...
2023-01-051h 07Always On for Financial Advisors
Always On for Financial AdvisorsFinish Strong in 2022 (Ep. 29)Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year. In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably. Duncan discusses: A proven process to re...
2022-10-0642 minAlways On for Financial Advisors
Always On for Financial AdvisorsFinish Strong in 2022 (Ep. 29)Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year. In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably. Duncan discusses: A proven process to re...
2022-10-0642 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonFinish Strong in 2022 (Ep. 29)Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year. In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter of 2022, and for a great start to 2023. These strategies are easy to implement and translate into results quickly and predictably. Duncan discusses: A proven process to re...
2022-10-0642 minAlways On for Financial Advisors
Always On for Financial AdvisorsThriving through Market Volatility with Chris Jeppesen (Ep. 24)When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart. They create a professional contrast and an exceptional experience to meet the current demand of clients and prospects, even during a downturn! In this episode, Duncan MacPherson joins Chris Jeppesen, chief of advisory practices at First Trust, to discuss strategies for alleviating your clients’ anxiety amidst current market turbulence and the progression and evolution of top financial professionals today. Chris discusses: How to restore your clients’ confidence in y...
2022-07-2853 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonThriving through Market Volatility with Chris Jeppesen (Ep. 24)When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart. They create a professional contrast and an exceptional experience to meet the current demand of clients and prospects, even during a downturn! In this episode, Duncan MacPherson joins Chris Jeppesen, chief of advisory practices at First Trust, to discuss strategies for alleviating your clients’ anxiety amidst current market turbulence and the progression and evolution of top financial professionals today. Chris discusses: How to restore your clients’ confidence in y...
2022-07-2853 minAlways On for Financial Advisors
Always On for Financial AdvisorsThriving through Market Volatility with Chris Jeppesen (Ep. 24)When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart. They create a professional contrast and an exceptional experience to meet the current demand of clients and prospects, even during a downturn! In this episode, Duncan MacPherson joins Chris Jeppesen, chief of advisory practices at First Trust, to discuss strategies for alleviating your clients’ anxiety amidst current market turbulence and the progression and evolution of top financial professionals today. Chris discusses: How to restore your clients’ confidence in y...
2022-07-2853 minAlways On for Financial Advisors
Always On for Financial AdvisorsContent Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)Content marketing is a powerful way to thrive in the expertise economy. Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable. In this episode, Duncan MacPherson is joined by Matt Halloran, Chief Relationship Officer and partner at ProudMouth, to explore the power of content marketing. They unpack strategies to convert your knowledge into intellectual property that puts you ahead of the competition. Matt discusses: How podcasting expands your addressable audience of prospects How to compel your ideal clients to take action through content...
2022-03-2456 minAlways On for Financial Advisors
Always On for Financial AdvisorsContent Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)Content marketing is a powerful way to thrive in the expertise economy. Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable. In this episode, Duncan MacPherson is joined by Matt Halloran, Chief Relationship Officer and partner at ProudMouth, to explore the power of content marketing. They unpack strategies to convert your knowledge into intellectual property that puts you ahead of the competition. Matt discusses: How podcasting expands your addressable audience of prospects How to compel your ideal clients to take action through content...
2022-03-2456 minAlways On for Financial Advisors
Always On for Financial AdvisorsHow To Get Your Competition Fired With Randy Schwantz (Ep. 14)When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong. However, what if there was another way to fire someone without it being a negative experience? In this episode, Duncan MacPherson joins Randy Schwantz, Owner of The Wedge Group. They talk about how to fire your competition with a positive spin. Randy discusses: The exciting collaboration between The Wedge Group and Pareto Systems How professional contrast and professional scarcity work off each other The difference between proactive and reactive services ...
2022-03-1754 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonHow To Get Your Competition Fired With Randy Schwantz (Ep. 14)When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong. However, what if there was another way to fire someone without it being a negative experience? In this episode, Duncan MacPherson joins Randy Schwantz, Owner of The Wedge Group. They talk about how to fire your competition with a positive spin. Randy discusses: The exciting collaboration between The Wedge Group and Pareto Systems How professional contrast and professional scarcity work off each other The difference between proactive and reactive services ...
2022-03-1754 minAlways On for Financial Advisors
Always On for Financial AdvisorsHow To Get Your Competition Fired With Randy Schwantz (Ep. 14)When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong. However, what if there was another way to fire someone without it being a negative experience? In this episode, Duncan MacPherson joins Randy Schwantz, Owner of The Wedge Group. They talk about how to fire your competition with a positive spin. Randy discusses: The exciting collaboration between The Wedge Group and Pareto Systems How professional contrast and professional scarcity work off each other The difference between proactive and reactive services ...
2022-03-1754 minAlways On for Financial Advisors
Always On for Financial AdvisorsBuilt to be Sold with Ted Jenkin (Ep. 13)When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format? Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when it comes time to sell.  In this episode, Duncan MacPherson joins Ted Jenkin, CEO of oXYGen Financial. They talk about taking your business to the next level, so you can get the dollar amount you desire if and when you d...
2022-03-0343 minAlways On for Financial Advisors
Always On for Financial AdvisorsBuilt to be Sold with Ted Jenkin (Ep. 13)When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format? Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when it comes time to sell.  In this episode, Duncan MacPherson joins Ted Jenkin, CEO of oXYGen Financial. They talk about taking your business to the next level, so you can get the dollar amount you desire if and when you d...
2022-03-0343 minAlways On with Duncan MacPherson
Always On with Duncan MacPhersonBuilt to be Sold with Ted Jenkin (Ep. 13)When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format? Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when it comes time to sell.  In this episode, Duncan MacPherson joins Ted Jenkin, CEO of oXYGen Financial. They talk about taking your business to the next level, so you can get the dollar amount you desire if and when you d...
2022-03-0343 minAlways On for Financial Advisors
Always On for Financial AdvisorsAchieve Mastery of Family Dynamics With Jackie WilkeAs aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients for multiple generations by developing a Multi-Family Office (MFO) client experience. Duncan and Jackie discuss: How to demonstrate your genuine care for clients without seeming too sales-y The “family phone call” exercise that positions you as a family...
2022-01-061h 00Always On for Financial Advisors
Always On for Financial AdvisorsAchieve Mastery of Family Dynamics With Jackie WilkeAs aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients for multiple generations by developing a Multi-Family Office (MFO) client experience. Duncan and Jackie discuss: How to demonstrate your genuine care for clients without seeming too sales-y The “family phone call” exercise that positions you as a family...
2022-01-061h 00Always On for Financial Advisors
Always On for Financial AdvisorsTransitioning to a Multi-Family Office to Accelerate Your Growth With Chris JeppesenHave you ever had one of your best clients leave because they felt they outgrew you? If yes, you are not alone! In fact, such high-net-worth clients often leave in search of a turnkey, tethered solution. In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally). Duncan and Chris discuss: The ideal number of clients you should serve to elevate...
2021-12-2352 minAlways On for Financial Advisors
Always On for Financial AdvisorsTransitioning to a Multi-Family Office to Accelerate Your Growth With Chris JeppesenHave you ever had one of your best clients leave because they felt they outgrew you? If yes, you are not alone! In fact, such high-net-worth clients often leave in search of a turnkey, tethered solution. In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally). Duncan and Chris discuss: The ideal number of clients you should serve to elevate...
2021-12-2352 minAlways On for Financial Advisors
Always On for Financial AdvisorsA Healthy Bench-strength: Actionable Steps To Improve Your Team’s Health With Jennifer PayeurA health-conscious culture drives productivity, performance, and self-actualization for every member of your company. In this podcast, Duncan speaks with Jennifer Payeur, the CEO of Nature-Provides and an entrepreneur focused on health and wellness. Drawing from personal health struggles and her holistic healing experience, Jennifer reveals ways to help you and your team proactively build your greatest asset — your health! Duncan and Jennifer discuss: Proven strategies to foster a healthy bench-strength How to consistently be your own health advocate Restoring balance in your life in today’s stressful environment The underrated benefits of plant stem...
2021-12-0943 minAlways On for Financial Advisors
Always On for Financial AdvisorsA Healthy Bench-strength: Actionable Steps To Improve Your Team’s Health With Jennifer PayeurA health-conscious culture drives productivity, performance, and self-actualization for every member of your company. In this podcast, Duncan speaks with Jennifer Payeur, the CEO of Nature-Provides and an entrepreneur focused on health and wellness. Drawing from personal health struggles and her holistic healing experience, Jennifer reveals ways to help you and your team proactively build your greatest asset — your health! Duncan and Jennifer discuss: Proven strategies to foster a healthy bench-strength How to consistently be your own health advocate Restoring balance in your life in today’s stressful environment The underrated benefits of plant stem...
2021-12-0943 minAlways On for Financial Advisors
Always On for Financial AdvisorsHow to Attract Business Owners With Tom Deans, Ph.D.When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan—and they need an expert to help them develop that plan. In this podcast, Duncan is joined by special guest Tom Deans, Ph.D., intergenerational wealth expert, speaker and best-selling author of “Every Family’s Business” and “Willing Wisdom”. Duncan and Tom outline an approach that will help financial professionals become indispensable to their affluent clients, especially business owners looking to preserve their wealth for future generations. Duncan...
2021-11-2549 minAlways On for Financial Advisors
Always On for Financial AdvisorsHow to Attract Business Owners With Tom Deans, Ph.D.When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan—and they need an expert to help them develop that plan. In this podcast, Duncan is joined by special guest Tom Deans, Ph.D., intergenerational wealth expert, speaker and best-selling author of “Every Family’s Business” and “Willing Wisdom”. Duncan and Tom outline an approach that will help financial professionals become indispensable to their affluent clients, especially business owners looking to preserve their wealth for future generations. Duncan...
2021-11-2549 minAlways On for Financial Advisors
Always On for Financial AdvisorsWhat It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA®What does it mean to be an advisor of the future? How can advisors become more productive over the next 10 years? What is your approach to client relationships? In this episode, Duncan MacPherson is joined by Tyson Jon Ray CFP®, CIMA®, CEO of FORM Wealth. They cover a lot of ground including how to achieve professional contrast and how to activate future pacing as a goals-based planner with your clients, but also looking down the road at the evolution of this industry. Tyson shares details about FORM Wealth’s process and how they approach client relationships. Plus, Tyso...
2021-10-281h 09Always On for Financial Advisors
Always On for Financial AdvisorsWhat It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA®What does it mean to be an advisor of the future? How can advisors become more productive over the next 10 years? What is your approach to client relationships? In this episode, Duncan MacPherson is joined by Tyson Jon Ray CFP®, CIMA®, CEO of FORM Wealth. They cover a lot of ground including how to achieve professional contrast and how to activate future pacing as a goals-based planner with your clients, but also looking down the road at the evolution of this industry. Tyson shares details about FORM Wealth’s process and how they approach client relationships. Plus, Tyso...
2021-10-281h 09Always On for Financial Advisors
Always On for Financial AdvisorsWhy You Should Be Podcasting With Matt HalloranPodcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying. In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their marketing and branding efforts. Duncan explains why he chose to start a podcast. Duncan discusses: Why he chose to bring podcasting to his followers, clients, etc. How podcasting allows you to move people from suspects to prospects (or sk...
2021-10-2821 minAlways On for Financial Advisors
Always On for Financial AdvisorsWhy You Should Be Podcasting With Matt HalloranPodcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying. In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their marketing and branding efforts. Duncan explains why he chose to start a podcast. Duncan discusses: Why he chose to bring podcasting to his followers, clients, etc. How podcasting allows you to move people from suspects to prospects (or sk...
2021-10-2821 minAlways On for Financial Advisors
Always On for Financial AdvisorsHow to Achieve the Maximum Enterprise Value With Ted JenkinDo you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get out of the wealth management business. Ted also shares his experience as a serial entrepreneur and his favourite books. Duncan and Ted discuss: Deploying a process to work on your business and drive enterprise value  Re-imagining what it means t...
2021-10-281h 06Always On for Financial Advisors
Always On for Financial AdvisorsHow to Achieve the Maximum Enterprise Value With Ted JenkinDo you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get out of the wealth management business. Ted also shares his experience as a serial entrepreneur and his favourite books. Duncan and Ted discuss: Deploying a process to work on your business and drive enterprise value  Re-imagining what it means t...
2021-10-281h 06Always On for Financial Advisors
Always On for Financial AdvisorsWhat Separates the Best from the Rest With Chris JeppesenOver the last 18 months the best advisors have separated themselves from the rest, but how did they do it? In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves from their competitors. They also touch on what separates the best wholesalers from the rest. Chris discusses: What the last 18 months have revealed about the best advisors  What the fastest growing advisors are doing to propel themselves upward in the fut...
2021-10-2846 minAlways On for Financial Advisors
Always On for Financial AdvisorsWhat Separates the Best from the Rest With Chris JeppesenOver the last 18 months the best advisors have separated themselves from the rest, but how did they do it? In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves from their competitors. They also touch on what separates the best wholesalers from the rest. Chris discusses: What the last 18 months have revealed about the best advisors  What the fastest growing advisors are doing to propel themselves upward in the fut...
2021-10-2846 min