Folgen

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

    The Evolution of Financial Advice with Steve Sanduski (Ep. 94)
    May 7 2026
    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 Evolution of Financial Advice with Steve Sanduski (Ep. 94) →
    Mehr anzeigen Weniger anzeigen
    59 Min.
  • The Hidden Growth Lever with Elaine Christakos (Ep. 93)

    The Hidden Growth Lever with Elaine Christakos (Ep. 93)
    Apr 16 2026
    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 Hidden Growth Lever with Elaine Christakos (Ep. 93) →
    Mehr anzeigen Weniger anzeigen
    57 Min.
  • Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

    Wealth with a Purpose with Kimberly Safoyan (Ep. 92)
    Mar 26 2026
    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 with Kimberly Safoyan (Ep. 92) →
    Mehr anzeigen Weniger anzeigen
    54 Min.
  • 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) →
    Mehr anzeigen Weniger anzeigen
    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) →
    Mehr anzeigen Weniger anzeigen
    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) →
    Mehr anzeigen Weniger anzeigen
    55 Min.
  • The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)

    The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)
    Jan 1 2026
    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 Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →
    Mehr anzeigen Weniger anzeigen
    51 Min.
  • Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)

    Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)
    Dec 11 2025
    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 Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) →
    Mehr anzeigen Weniger anzeigen
    57 Min.