エピソード

  • Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

    Wealth with a Purpose with Kimberly Safoyan (Ep. 92)
    2026/03/26
    What 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, a 30-year financial advisor and owner of Anchor Wealth Management Group in Palm Desert, California. Kimberly shares how she has built a values-driven wealth management practice focused … Continue reading Wealth with a Purpose with Kimberly Safoyan (Ep. 92) →
    続きを読む 一部表示
    54 分
  • Why Elite Advisors Think Differently (Ep. 91)

    Why Elite Advisors Think Differently (Ep. 91)
    2026/03/05
    Most 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 the best financial advisors are doing right now to stay ahead in a rapidly evolving industry. … Continue reading Why Elite Advisors Think Differently (Ep. 91) →
    続きを読む 一部表示
    1 時間 12 分
  • The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)

    The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)
    2026/02/12
    What will separate the advisors who thrive over the next decade from those who get left behind? Join Duncan as he sits down with Brad Johnson, co-founder of Triad Partners and host of the Do Business. Do Life. podcast, for a wide-ranging conversation on what it truly takes to build a sustainable, future-ready advisory business. … Continue reading The Financial Advisor’s Long Game with Brad Johnson (Ep. 90) →
    続きを読む 一部表示
    56 分
  • How to Win Liquidity Events with Roger Silk (Ep. 89)

    How to Win Liquidity Events with Roger Silk (Ep. 89)
    2026/01/22
    What if your client could sell a highly appreciated asset without triggering capital gains tax? And what if you were the advisor who made that possible? In this episode of the “Always On Podcast,” host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role … Continue reading How to Win Liquidity Events with Roger Silk (Ep. 89) →
    続きを読む 一部表示
    55 分
  • The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)

    The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)
    2026/01/01
    Nearly 90% of heirs leave their parents’ financial advisor. The real risk in the Great Wealth Transfer is not market volatility. It is irrelevance. Join Duncan MacPherson as he speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →
    続きを読む 一部表示
    51 分
  • Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)

    Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)
    2025/12/11
    In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today’s advisory landscape, how … Continue reading Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) →
    続きを読む 一部表示
    57 分
  • Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

    Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
    2025/11/20
    Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →
    続きを読む 一部表示
    52 分
  • Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85)

    Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85)
    2025/10/30
    In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping financial advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking … Continue reading Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85) →
    続きを読む 一部表示
    1 時間 8 分