Always On for Financial Advisors Podcast

From Clients to Legacy with Chris Jeppesen (Ep. 100)

What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode,

The Mystery of the Double A with Terry Gronbeck-Jones (Ep. 99)

Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the

The Future of Advisor Value with Matt Doran (Ep. 98)

Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alte

Get Known or Get Left Behind with Mitch Slater (Ep. 97)

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

The Hidden Cost of Serving Everyone with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 96)

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

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

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 wi

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

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 i

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

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

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

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, fou

Why Elite Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 91)

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 an

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 Partner

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 o

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

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 eve

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 need

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 conver

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

AI-Powered Leadership for 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 l

The Mentor-Protégé Dynamic: Building the 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 expl

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, tea