Always On for Financial Advisors Podcast

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) →

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 Financial Advisors! with Kevin Bishopp (Ep. 61) →

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) →

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) →

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) →

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) →

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) →

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) →

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) →

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) →