Always On for Financial Advisors Podcast

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) →

Advisors often get asked by clients, “What will happen to me when you’re not around?” If you don’t have an answer to it, it’s a sign to start your succession planning. In this episode, Duncan joins Levi McMellian, CPA, AIF®, CEO, executive director, and founding partner at CFO4Life to uncover the secret to building a … Continue reading How To Become an Advisor for Life with Levi McMellian (Ep. 11) →

The financial world is very male-dominated, often leaving female advisors feeling outnumbered and undervalued. Sherri Palle and Elaine Christakos, long-time financial professionals, Pareto Systems’ Business Coaches, and financial women’s advocates know this first hand. In this episode, Duncan talks to Sherri and Elaine about their company, The Women are Here, how they strive to help … Continue reading Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos →

As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients … Continue reading Achieve Mastery of Family Dynamics With Jackie Wilke →

Have you ever had one of your best clients leave because they felt they outgrew you? If yes, you are not alone! In fact, such high-net-worth clients often leave in search of a turnkey, tethered solution. In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why … Continue reading Transitioning to a Multi-Family Office to Accelerate Your Growth With Chris Jeppesen →

A health-conscious culture drives productivity, performance, and self-actualization for every member of your company. In this podcast, Duncan speaks with Jennifer Payeur, the CEO of Nature-Provides and an entrepreneur focused on health and wellness. Drawing from personal health struggles and her holistic healing experience, Jennifer reveals ways to help you and your team proactively build … Continue reading A Healthy Bench-strength: Actionable Steps To Improve Your Team’s Health With Jennifer Payeur →

When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan—and they need an expert to help them develop that plan. In this podcast, Duncan is joined by special guest Tom Deans, Ph.D., intergenerational wealth expert, … Continue reading How to Attract Business Owners With Tom Deans, Ph.D. →

What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience? In this episode, Duncan has a conversation with Chris Garcia, CEO of the Azimont Group. They discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, … Continue reading Outsourcing Your Wealth Management with Chris Garcia →

What does it mean to be an advisor of the future? How can advisors become more productive over the next 10 years? What is your approach to client relationships? In this episode, Duncan MacPherson is joined by Tyson Jon Ray CFP®, CIMA®, CEO of FORM Wealth. They cover a lot of ground including how to … Continue reading What It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA® →

Podcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying. In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their … Continue reading Why You Should Be Podcasting with Matt Halloran (Ep. 3) →