Always On for Financial Advisors Podcast

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 … Con...

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 … Continue reading The Hidden Cost of...

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 … Continue reading The Future of Client...

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 … Continue reading The E...

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 … Continue reading The...

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 w...

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 Differentl...

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 J...

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...

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 Finan...

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...

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 Movi...

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 … Continu...

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 rea...

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...

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...

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: … Cont...

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 Garc...

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...

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...

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 R...

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 Volatili...

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 Bridgi...

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 Ma...

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...