Always On for Financial Advisors Podcast

The Power of Partial Sale for Financial Advisors’ Business Transition In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future.  Discover how this unique strategy not … Continue reading Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42) →

Do you want to attract, engage, and retain clients without having to spend too much time on tedious marketing tasks? In this episode, Duncan MacPherson speaks with Kevin Mulhern, CEO and co-founder of AdvisorStream, a digital marketing platform for financial advisors. They talk about making small tweaks to achieve organic growth, focusing on relationship management … Continue reading Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern (Ep. 41) →

The biggest value-add advisors offer to their clients does not lie in the rates of return or complex financial reports. It lies in the advisor-client relationship! In this episode, Duncan MacPherson speaks with Tyson Ray, CFP®, CExP®, CIMA®, founding partner at FORM Wealth Advisors, about the concept of Total Relationship and how it can help … Continue reading The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray (Ep. 40) →

Are you 10 years or less from selling your practice? If so, now is the time to start thinking about your succession plan so you can maximize your life’s work (i.e., your business valuation). In this episode, Duncan MacPherson speaks with Sherri Palle, business consultant and coach at Pareto Systems, about how business owners can … Continue reading How to Maximize Your Life’s Work with Sherri Palle (Ep. 39) →

Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and … Continue reading Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38) →

Sometimes, the best way to grow upmarket is to “grow down” or right-size your business. This can require advisors to adopt changes that seem counterintuitive at first — such as disassociating from certain clients. In this episode, Duncan MacPherson talks to Terry Gronbeck-Jones, co-founder of Mindset Consulting and a business development consultant at Pareto Systems. … Continue reading Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones (Ep 37) →

You’ve got 24 hours in a day and five days in a work week. Wouldn’t it be incredible to be able to put more sand in your hourglass? It is possible if you become highly process-driven and liberate yourself from the daily minutia of financial planning, which can be easily automated, streamlined or outsourced! In … Continue reading Being Process-Driven With Peter Dobrich (Ep. 36) →

There is a simple mantra in business: Every business is built to be sold. Whether you plan to exit in the next 18 months or after 10 years, it is important to know your options so you can achieve the best possible outcome. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen … Continue reading The Anatomy of an Offer With Ted Jenkin (Ep. 35) →

Video marketing is revolutionizing the way advisors connect with clients and prospects. However, getting in front of the camera can feel terrifying for some people. For others, it might just seem like “a lot of work.” But not anymore. In this episode, Duncan MacPherson speaks with Katie Braden, CFP®, founder and chief video officer at … Continue reading Building Relationships through Video With Katie Braden (Ep. 34) →

The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization like never before! As a result, coasting is not an option moving forward. It’s either climbing or fading to irrelevance. In this episode, Duncan MacPherson speaks with Chris Jeppesen, chief of advisory practices at … Continue reading Enough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33) →