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Always On for Financial Advisors Podcast
by Duncan MacPherson
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Latest episodes
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Don’t Pitch It, Position It with Chris Reynolds (Ep. 102)
October 22, 2026 · 54 minMost advisors talk about alternative investments the way they’d talk about any new product: something to explain, justify, and hope the client buys into. Chris Reynolds says that’s exactly the wrong way to think about it. Chris has spent…
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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…
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The Hidden Growth Lever with Elaine Christakos
April 16, 2026 · 57 minDuncan MacPherson is joined by Pareto coach and team dynamics specialist Elaine Christakos for a practical conversation on one of the most overlooked drivers of growth in financial advisory businesses: building and leading a…
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Wealth with a Purpose with Kimberly Safoyan
March 26, 2026 · 54 minWhat does it look like when a financial advisor builds a practice around purpose, not just profit? Join host Duncan MacPherson as he sits down with Kimberly Safoyan, founder of Anchor Wealth Management Group in Palm Desert, California, and…
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Why Elite Advisors Think Differently
March 5, 2026 · 1 hr 12 minMost financial advisors are really good at their job, and that might be exactly what’s holding them back! Duncan MacPherson is joined by Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. for a candid, high-level conversation on what…
About the show
If you are a Financial Advisor committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced Financial Advisors who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.