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Always On for Financial Advisors

Always On for Financial Advisors

Von: Duncan MacPherson
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 For innovative, ambitious, and balanced business professionals.Copyright 2026© Always On for Financial Advisors Podcast with Duncan MacPherson Erfolg im Beruf Management & Leadership Ökonomie
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  • Why Elite Advisors Think Differently (Ep. 91)

    Why Elite Advisors Think Differently (Ep. 91)
    Mar 5 2026
    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 Differently (Ep. 91) →
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    1 Std. und 12 Min.
  • The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)

    The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)
    Feb 12 2026
    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 Johnson (Ep. 90) →
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    56 Min.
  • How to Win Liquidity Events with Roger Silk (Ep. 89)

    How to Win Liquidity Events with Roger Silk (Ep. 89)
    Jan 22 2026
    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 with Roger Silk (Ep. 89) →
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    55 Min.
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