Always On with Duncan MacPherson-logo

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.

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

The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)

11/3/2022
The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.” If you want to become the advisor of the future and avoid a growth plateau, it’s important to strive for Kaizen. In this episode, Duncan MacPherson speaks with Thane Stenner, CIM®, FCSI®, senior portfolio manager and senior wealth advisor at Stenner Wealth … Continue reading The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31) →

Duration:01:00:13

The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)

10/20/2022
If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience that extends beyond financial expertise. This includes being highly process-driven, keeping up with clients’ evolving needs, improving communication, and more. In this episode, Duncan MacPherson speaks with Mike “Cy” Cajthaml Jr., a business consultant at … Continue reading The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30) →

Duration:00:58:58

Finish Strong in 2022 (Ep. 29)

10/6/2022
Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year. In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client … Continue reading Finish Strong in 2022 (Ep. 29) →

Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)

9/22/2022
There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process. Adding a coaching dynamic to your practice can help you win and retain clients in the long run. In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share … Continue reading Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28) →

Duration:00:54:40

How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27)

9/8/2022
Purchasing power, operational processes, client experience, core values…There are several nuances you might consider while screening potential buyers/sellers. Such due diligence is key to finding your ideal match in M&A. In this episode, Duncan MacPherson talks to Katie Bruner, managing partner at SkyView Partners. They share the ultimate “acquisition checklist” that helps buyers in winning … Continue reading How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27) →

Duration:00:50:56

The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)

8/25/2022
When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the three E’s of successfully liquidating a business. They highlight steps advisors must take … Continue reading The Art and Science of Exit Planning with Ted Jenkin (Ep. 26) →

Duration:00:40:31

Entitlemania with Richard Watts (Ep. 25)

8/11/2022
Legacy planning is much more than transferring money from one generation to the next. It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring. In this episode, Duncan MacPherson joins Richard Watts, author of … Continue reading Entitlemania with Richard Watts (Ep. 25) →

Duration:00:57:58

Thriving through Market Volatility with Chris Jeppesen (Ep. 24)

7/28/2022
When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart. They create a professional contrast and an exceptional experience to meet the current demand of clients and prospects, even during a downturn! In this episode, Duncan MacPherson joins Chris Jeppesen, … Continue reading Thriving through Market Volatility with Chris Jeppesen (Ep. 24) →

Duration:00:50:30

Lavish Your Clients With Service with Cathi Durrell (Ep. 23)

7/13/2022
Aside from a prospectus, product brochure or statement, your business has become extremely virtual and complex. Adding tangible tools to your approach helps remind both your affluent clients and your prospective clients that there are two types of advisors – salespeople and consultants – and what the differences between the two are. In this episode, … Continue reading Lavish Your Clients With Service with Cathi Durrell (Ep. 23) →

Duration:01:01:40

Preparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)

6/23/2022
Your business is your biggest asset — it’s your life’s work! If you want to maximize its enterprise value, you need to take action well before the time of selling it. If you’re a buyer looking to take over a business, there are certain efforts you can take to improve your company’s growth. In this … Continue reading Preparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22) →

Duration:00:56:08

Looking to Your Liquidity Event with Denise Logan (Ep. 21)

6/9/2022
Every business owner will leave their business one day, voluntarily or involuntarily. It’s a matter of WHEN, not IF. So, it’s important to start planning for this inflection point well ahead of time — both technically and emotionally. In this episode, Duncan MacPherson speaks with Denise Logan, business transition expert, professional speaker, and best-selling author … Continue reading Looking to Your Liquidity Event with Denise Logan (Ep. 21) →

Duration:01:12:17

How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans, Ph.D. (Ep. 20)

5/26/2022
Do you know what’s keeping your clients up at night? For a lot of them, it is this question, what happens to their hard-earned wealth when they pass away? In other words, it’s the absence of an estate plan. In this episode, Duncan MacPherson speaks with Julia Norman, associate lawyer at Pushor Mitchell LLP, and … Continue reading How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans, Ph.D. (Ep. 20) →

Duration:00:58:00

The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula (Ep. 19)

5/12/2022
Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing? Videos can help you with client acquisition, establishing credibility, branding, and much more! In this episode, Duncan MacPherson speaks with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter. They explore the power … Continue reading The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula (Ep....

Duration:01:04:23

Dynastic Drivers in Estate Planning with Julia Norman (Ep 18)

4/28/2022
Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done. On This episode of Always on, Duncan MacPherson is joined by Julia Norman, Associate Lawyer at Pushor Mitchell LLP, who specializes in estate planning. She shares insights and tips on how to navigate your … Continue reading Dynastic Drivers in Estate Planning with Julia Norman (Ep 18) →

Duration:00:46:47

Find Another Gear with David Rutherford (Ep 17)

4/14/2022
Join David Rutherford, a highly sought-after performance coach who combines immutable principles drawn from his intense experience in the Navy SEAL community along with actionable strategies from the world of business development and entrepreneurship. His client list is a who’s who in corporate America as well as champion amateur and professional sports teams. Along with … Continue reading Find Another Gear with David Rutherford (Ep 17) →

Duration:01:28:45

New Perspectives on Growth with Kevin Bishopp (Ep 16)

3/31/2022
The business world is forever evolving. Even the disruption of the last two years was only able to slow it down for a short time.. In this episode, Duncan MacPherson meets with Vice President and Performance Coach Kevin Bishopp for the Advisor Consulting Group at First Trust Portfolios. They discuss the growth in the business … Continue reading New Perspectives on Growth with Kevin Bishopp (Ep 16) →

Duration:01:09:52

Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)

3/24/2022
Content marketing is a powerful way to thrive in the expertise economy. Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable. In this episode, Duncan MacPherson is joined by Matt Halloran, Chief Relationship Officer and partner at ProudMouth, to explore the power of content marketing. They … Continue reading Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep....

Duration:00:56:26

How To Get Your Competition Fired With Randy Schwantz (Ep. 14)

3/17/2022
When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong. However, what if there was another way to fire someone without it being a negative experience? In this episode, Duncan MacPherson joins Randy Schwantz, Owner of The Wedge Group. They talk about how … Continue reading How To Get Your Competition Fired With Randy Schwantz (Ep. 14) →

Duration:00:54:05

Built to be Sold with Ted Jenkin (Ep. 13)

3/3/2022
When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format? Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when … Continue reading Built to be Sold with Ted Jenkin (Ep. 13) →

Duration:00:43:21

A Brand Within a Brand – The Multi-Family Office with Scott Hamilton (Ep. 12)

2/17/2022
When your clients undergo a major liquidity event, they often expect a lot more from you than simply “investing” their newfound wealth. That’s why it’s crucial to build a bench strength that serves your clients at all levels! In this episode, Duncan joins Scott Hamilton, a master coach to financial advisors and part of the … Continue reading A Brand Within a Brand – The Multi-Family Office with Scott Hamilton (Ep. 12) →

Duration:00:45:29