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Always On with Duncan MacPherson

Business & Economics Podcasts

If you are 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 business professionals 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.

Location:

Canada

Description:

If you are 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 business professionals 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.

Language:

English

Contact:

1.866.593.8020


Episodes
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Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall Ep. 72

1/30/2025
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 insights into minimizing tax burdens, enhancing practice efficiency, and unlocking enterprise value. Key takeaways from this conversation include: Tax Efficiency as a Strategic Lever: How optimizing your tax approach … Continue reading Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall Ep. 72 →

Duration:00:52:22

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Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)

1/9/2025
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 Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families … Continue reading Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71) →

Duration:00:43:39

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Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)

12/19/2024
In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP®, Esq., AIF®, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to … Continue reading Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70) →

Duration:00:56:45

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AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69)

12/5/2024
In this episode, Duncan MacPherson and Kevin Bishopp dive deep into how artificial intelligence is reshaping the financial services industry. From optimizing client communication to enhancing business efficiency, they unpack the immense potential AI offers to financial professionals. This forward-thinking discussion explores practical steps advisors can take to integrate AI tools into their practices and … Continue reading AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69) →

Duration:01:02:48

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Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond, Ep. 68

11/21/2024
In this episode, Duncan MacPherson sits down with Mindy Diamond, founder and CEO of Diamond Consultants, to explore the pivotal question every advisor grapples with: Should I stay or should I go? Mindy shares insights from her latest book, “Should I Stay or Should I Go?”, which isn’t merely a guide on moving firms but … Continue reading Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond, Ep. 68 →

Duration:00:58:13

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Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)

11/7/2024
In this episode of the Always On podcast, host Duncan MacPherson welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore the powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. … Continue reading Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) →

Duration:00:48:09

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The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66)

10/24/2024
In this episode, Duncan MacPherson sits down with Angela York and Elyse Stoner from Event Advisors to discuss the lost art of client events and how financial professionals can reinvigorate their approach. As they explore the comeback of in-person gatherings, Angela and Elyse share strategies for designing meaningful, memorable, and measurable client experiences. Listeners will … Continue reading The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66) →

Duration:00:53:25

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Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)

10/3/2024
Building meaningful client relationships is essential for long-term success in financial services. How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value? This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. They explore the significance of purpose in … Continue reading Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65) →

Duration:00:55:15

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The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell (Ep. 64)

9/19/2024
In this episode of the Always On with Duncan MacPherson Podcast, Duncan sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the power of personalized gratitude in building lasting client relationships for financial advisors. Discover how sending customized cards to clients can enhance your client retention strategies, foster loyalty, and increase client advocacy. … Continue reading The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell (Ep. 64) →

Duration:00:41:51

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Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63)

8/29/2024
Balancing client needs, industry best practices, and personal life can be challenging in financial services. How do you maintain integrity while fostering client relationships and achieving work-life balance? In this episode, Duncan MacPherson chats with Sybil Verch, wealth advisor, TV show host, and author. Together, they explore themes such as benevolence and charitable giving, the … Continue reading Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63) →

Duration:01:04:14

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Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)

8/8/2024
Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics? This week on The Always On Podcast, Duncan MacPherson sits down with Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast. The discussion pivots around the significance of client acquisition, growth, and productivity from the perspective of stewardship rather than … Continue reading Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62) →

Duration:01:15:43

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AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61)

7/18/2024
AI will not replace humans. It will replace humans who don’t embrace AI. Ever-curious advisors committed to learning about AI’s latest use cases are more likely to achieve professional contrast and elevate their client experience! To learn what’s new with AI (especially for advisors), join Duncan MacPherson’s conversation with Kevin Bishopp, Vice President and Performance … Continue reading AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61) →

Duration:00:36:11

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Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)

6/27/2024
Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning? Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree! In this enlightening and highly relevant episode, Duncan … Continue reading Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60) →

Duration:00:50:32

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The Advisor of Tomorrow with Isaac Richard III (Ep. 59)

6/6/2024
Newer advisors in the industry are always thinking of ways to not just survive but thrive. Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and succession plan. Let’s explore this transition to the next generation and how it coincides with a similar wealth transition among clients. In this episode, … Continue reading The Advisor of Tomorrow with Isaac Richard III (Ep. 59) →

Duration:00:55:42

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Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58)

5/16/2024
Transitioning to another employee-model firm or launching an RIA firm can be daunting! Finding the right fit, adapting to the new environment, communicating the transition to your existing clients…there’s a lot to consider. Let’s break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With … Continue reading Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58) →

Duration:00:59:56

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The Language of Referrals with Bill Cates (Ep. 57)

4/25/2024
Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs? When asking for referrals, your words matter! Catch Duncan MacPherson’s conversation with Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the … Continue reading The Language of Referrals with Bill Cates (Ep. 57) →

Duration:00:59:28

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Transitioning Next-Gen Wealth with Tom Deans (Ep. 56)

4/4/2024
The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners. As their advisor, how can you help prepare their heirs and transition wealth smoothly? Find out as Duncan MacPherson speaks with Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and … Continue reading Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) →

Duration:00:49:40

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The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55)

3/14/2024
With messaging, the key is brevity, specificity, and proprietary. You must choose your target audience, personalize your marketing to resonate with them, walk them through a proprietary process, and share their experience using effective testimonials! Learn more about elevating your brand in this episode, as Duncan MacPherson speaks with Seth Diener, owner of Diener Money … Continue reading The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55) →

Duration:00:49:42

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Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54)

2/22/2024
Want to receive maximum value for the business you’ve worked so hard to build? The key lies in being proactive with your exit strategy. Dive into a thought-provoking conversation between Duncan MacPherson and returning guest Ted Jenkin, CEO of oXYGen Financial and president of Exit Stage Left Advisors. Together, they uncover practical insights to streamline … Continue reading Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) →

Duration:00:47:22

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Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53)

2/1/2024
In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way? Are your clients well-equipped to tell your story for you and be your biggest advocates? Join Duncan MacPherson and Mike “Cy” Cajthaml Jr., a business consultant at Pareto Systems, as they delve … Continue reading Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53) →

Duration:00:55:16