Always On for Financial Advisors Podcast
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About the show
Latest episodes
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NextGen Advisor Excellence with Alex Murphy
October 1, 2026 · 1 hr 13 minThe old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back. As Chief Operating Officer at Cedarwood Financial Partners…
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From Clients to Legacy with Chris Jeppesen
September 10, 2026 · 1 hr 5 minWhat if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by…
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The Mystery of the Double A
August 20, 2026 · 56 minWhy do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the double A, and in this episode, he joins Duncan MacPherson to finally…
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The Future of Advisor Value with Matt Doran
July 30, 2026 · 1 hr 15 minTwo forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alternative investments. Duncan MacPherson calls them the two AIs, and in…
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Get Known or Get Left Behind with Mitch Slater
July 9, 2026 · 1 hr 4 minWhat if the single biggest threat to your practice isn’t the market, isn’t AI, and isn’t the competition? What if it’s simply being invisible? Join Duncan MacPherson for an in-depth conversation with Mitch Slater, Executive Director of…
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The Hidden Cost of Serving Everyone
June 18, 2026 · 53 minWhat if the biggest obstacle to growth isn't finding new clients, but trying to serve everyone the same way? With Duncan MacPherson away this week, Pareto coaches Jason Westover and Mike "Cy" Cajthaml Jr. take the mic for a practical…
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The Future of Client Connection with Linda Sherman
May 28, 2026 · 1 hr 3 minWhat if the biggest opportunity in financial advice isn’t finding new clients, but going deeper with the ones you already have? Join Duncan MacPherson as he sits down with Linda Sherman, co-founder of Financially Empowered and creator of…
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The Evolution of Financial Advice with Steve Sanduski
May 7, 2026 · 59 minYour clients don’t want a portfolio manager. They want someone who’ll catch them when they fall. That’s the truth most advisors are too busy chasing alpha to hear, and it’s exactly why Duncan MacPherson sits down with industry legend…