Always On for Financial Advisors
Duncan MacPherson
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Recent Episodes
The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)
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)
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)
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)
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)
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)
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)
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 Financial Advisors: Habits, Culture, and Workflows (Ep. 83)
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 Financial Advisor of the Future with Sten Morgan (Ep. 82)
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)
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)
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)
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)
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)
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)
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…
Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
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…
Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)
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…
Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)
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,…
Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)
In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization strategies for financial advisors, offering…
Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)
In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for…
Frequently Asked Questions
Always On for Financial Advisors has published 90 episodes since October 2021, covering topics in Business, Careers.
Always On for Financial Advisors is currently highly active with new episodes monthly. Average episode length is 55m.
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