Always On for Financial Advisors Podcast

Whether you like it or not, the world is quickly adopting artificial intelligence (AI). Now, the choice is yours: Do you want to get on board and leverage AI to improve your business? Or do you want to risk falling behind other advisors? To stay ahead of the curve, Join Duncan MacPherson and Craig Kirkpatrick, … Continue reading Harness the Power of AI: Game-Changing Strategies for Modern Advisors with Craig Kirkpatrick (Ep. 52) →

The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value. Plus, the complexities of relationship management may be amplified in a B2B upscaling model. In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and … Continue reading From Organic to Scalable Growth with Bill Sowell (Ep. 51) →

In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients. In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from … Continue reading Timely and Timeless Best Practices with Chris Jeppesen (Ep. 50) →

For years, financial advisors saw themselves as brokers, being mostly transactional and product-driven. Today, advisors wear many hats. It’s no longer just a book of business, but an actual business! In this episode, Duncan MacPherson joins Max Winthrop, CEO, and Lucas Winthrop, COO, of Winthrop Wealth and long-time clients of Pareto Systems. They emphasize the … Continue reading Embracing the C-Suite with Max and Lucas Winthrop (Ep. 49) →

Have you ever stepped into your clients’ shoes to see your business from their point of view? Understanding how they perceive your value is key to building lasting relationships. In this episode, Duncan MacPherson engages in a thought-provoking conversation with Steve Phillips, Chief Practice Management and Development Officer at USA Financial and a consultant at … Continue reading Make Your Clients The Voice With Steve Phillips (Ep. 48) →

Advisors, are you looking for ways to rejuvenate your client relationships? Creating a meaningful impact in their lives is only a part of it. It’s equally important that your clients know (and appreciate) your value and process! In this episode, Duncan MacPherson joins Matt Cardella, a financial advisor at Raymond James. Matt shares how his … Continue reading Rejuvenating Client Relationships with Matt Cardella (Ep. 47) →

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement! In this episode, Duncan MacPherson joins Jeff Savlov, family business and wealth consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in … Continue reading Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov (Ep. 46) →

People are bombarded with hundreds of emails and messages daily. In a world dominated by digital communication, you need to do something that stops your clients in their tracks. You have to snap them out of the trance… But how? In this episode, Duncan MacPherson joins Cathi Durrell, owner of Lavish Cards, to discuss how … Continue reading One Good Idea to Build Strong Client Relationships with Cathi Durrell (Ep. 45) →

Selling a business is a once-in-a-lifetime opportunity for many advisors. Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterprise value, and leave your clients in good hands? In this episode, Duncan MacPherson interviews Martin Luc Derome, president of Queenston. Specializing … Continue reading Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome (Ep. 44) →

Today, financial professionals have to wear many hats, one of which involves providing emotional support to clients. It has become an invaluable part of the advisor-client relationship! In this revealing and thought-provoking podcast, Duncan MacPherson speaks with Dr. Betsy Guerra, a bilingual keynote speaker, psychotherapist, coach, and author of Hurt 2 Hope: Heal the Pain … Continue reading Elevating Relationship Management and Emotional Intelligence with Dr. Betsy Guerra (Ep. 43) →