Always On for Financial Advisors Podcast

Duncan MacPherson

English Business Careers Investing Management

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Episodes 95

Avg. Duration 56m

Activity Highly Active

Apple Rating ★ 4.8 (12)

Since Oct 2021

Latest Episode May 2026

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Monthly

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100%

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About This Podcast

If you are a Financial Advisor committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced Financial Advisors who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.

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Recent Episodes

The Future of Client Connection with Linda Sherman (Ep. 95)

May 28, 2026 1h 3m

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…

The Evolution of Financial Advice with Steve Sanduski (Ep. 94)

May 07, 2026 59m

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…

The Hidden Growth Lever with Elaine Christakos (Ep. 93)

Apr 16, 2026 57m

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…

Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

Mar 26, 2026 53m

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…

Why Elite Advisors Think Differently (Ep. 91)

Mar 05, 2026 1h 12m

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…

The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)

Feb 12, 2026 55m

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…

How to Win Liquidity Events with Roger Silk (Ep. 89)

Jan 22, 2026 55m

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,”…

The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)

Jan 01, 2026 50m

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…

Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)

Dec 11, 2025 57m

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…

Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

Nov 20, 2025 51m

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…

Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85)

Oct 30, 2025 1h 7m

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…

Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84)

Oct 09, 2025 59m

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…

AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)

Sep 18, 2025 55m

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…

The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82)

Aug 28, 2025 1h 4m

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…

Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)

Aug 07, 2025 1h 3m

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.…

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

Jul 17, 2025 53m

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…

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

Jun 26, 2025 1h 22m

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…

Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)

Jun 05, 2025 53m

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.…

The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)

May 15, 2025 49m

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.…

Volatility, Value, and Vision: How Leading Financial Advisors Are Winning in Changing Times (Ep. 76)

Apr 24, 2025 1h 2m

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…

Frequently Asked Questions

How many episodes does Always On for Financial Advisors Podcast have?

Always On for Financial Advisors Podcast has published 95 episodes since October 2021, covering topics in Business, Careers.

Is Always On for Financial Advisors Podcast still active?

Always On for Financial Advisors Podcast is currently highly active with new episodes monthly. Average episode length is 56m.

How do I contact Always On for Financial Advisors Podcast for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Always On for Financial Advisors Podcast, including email and social media links.