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Artwork for Always On for Financial Advisors Podcast

Always On for Financial Advisors Podcast

Duncan MacPherson
Artificial Intelligence
Financial Services
Financial Advisory
Financial Advisors
Event Planning
Client Engagement
Return On the Moment
Client Events
Advisor Independence
Pareto Systems
Client-Centered Practices
Professional Development
Mindy Diamond
Client Experience
Diamond Consultants
Should I Stay Or Should I Go?
Industry Trends
Succession Planning
Follow-Up Strategies
Advisor Retention

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 Paret... more

PublishesMonthlyEpisodes98Founded5 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

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Artwork for Always On for Financial Advisors Podcast

Latest Episodes

Two 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 this episo... more

What 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 Digital Comm... more

What 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 conversation on ... more

What 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 the “Go Th... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Matt Doran
Advisor to advisors, leads advanced planning at AND Partners
AND Partners
Episode: The Future of Advisor Value with Matt Doran (Ep. 98)
Mitch Slater
Executive director at UBS, referred to as the chief visibility officer
UBS
Episode: Get Known or Get Left Behind with Mitch Slater (Ep. 97)
Mike Cy Cajthaml Jr.
Advisor and co-presenter sharing field insights
Pareto Systems / Pareto Academy
Episode: The Hidden Cost of Serving Everyone with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 96)
Linda Sherman
Co-founder of Financially Empowered; creator of Go There, Ask Her strategy
Financially Empowered
Episode: The Future of Client Connection with Linda Sherman (Ep. 95)
Steve Sandusky
Founder of Belay Advisor Coaching; host of Between Now and Success podcast
Belay Advisor Coaching
Episode: The Evolution of Financial Advice with Steve Sanduski (Ep. 94)
Elaine Christakos
Certified Pareto Systems coach and consultant
Pareto Systems
Episode: The Hidden Growth Lever with Elaine Christakos (Ep. 93)
Kimberly Safoyan
Owner of Anchor Wealth Management Group
Anchor Wealth Management Group
Episode: Wealth with a Purpose with Kimberly Safoyan (Ep. 92)
Mike Cy Cajthaml
Pareto-certified coach, accountability partner for top advisory teams
Pareto Systems
Episode: Why Elite Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 91)
Jason Westover
Pareto-certified coach, head of AI coaching
Pareto Systems
Episode: Why Elite Advisors Think Differently with Jason Westover and Mike "Cy" Cajthaml Jr. (Ep. 91)

Host

Duncan MacPherson
Host of the show; Pareto Systems

Reviews

4.9 out of 5 stars from 29 ratings
  • Awesome podcast for FA's

    Love this podcast as Duncan seems to get the best guests and they speak about things that really matter to Financial Advisors! Highy recommend adding this to your playlisT

    Apple Podcasts
    5
    K-town-hoop-guy
    Canada2 years ago
  • Episode 66

    Episode 66 seems so old fashioned. Who under 60 wants to go spend time with strangers and write “love letters”. No one wants any of it, feels like a broker hanging on to the 1980’s. Did I really hear ideas about mini golf and “product” wholesalers? Ugh

    Apple Podcasts
    4
    Chuck36722
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Mixed views on older-format episodes, but overall value in leadership and AI topics.
Listeners appreciate the depth on practice management and the practical frameworks for growth.
Positive feedback on high-quality guests who bring real-world impact.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Hidden Growth Lever with Elaine Christakos (Ep. 93)
Q: How should advisors approach hiring to avoid mis-hires and maintain culture?
Use a rule of three for interviewing: three interviews in three different environments by three different people to build consensus and assess both behavior and motivation.
The Hidden Growth Lever with Elaine Christakos (Ep. 93)
Q: What is the most important mindset change for a lead advisor aiming to become a CEO?
Shift from micromanaging client relationships to empowering a team, defining clear roles, ensuring alignment with the firm's goals, and building scalable processes.
The Hidden Growth Lever with Elaine Christakos (Ep. 93)
Q: When did you notice the shift from treating clients as a book of business to treating the practice as a full-fledged business?
Elaine describes that the COVID disruption accelerated this transition as advisors and teams had to operate remotely, prompting them to adopt more systematic processes, governance, and strategic thinking.
Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)
Q: Share with us some of your insights around scaling up, enterprise value, and exit strategies.
Scott emphasizes building a repeatable, process-driven operation, multi-generational leadership, and a strong bench to achieve higher valuations and smoother transitions, with technology and structures that prove the business can operate independently of any single individual.
The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)
Q: So what was that like for you, just from your perspective?
Brad discusses his transition from a long tenure at a prior firm to starting Triad, the rationale behind the do business, do life philosophy, and the importance of integrating life and business for long-term advisor success.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Professions
Age Range
Household Income
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Frequently Asked Questions About Always On for Financial Advisors Podcast

What is Always On for Financial Advisors Podcast about and what kind of topics does it cover?

This show focuses on transforming financial advisory practices through time management, scalable systems, and leadership. Episodes frequently center on moving from practitioner to CEO-level thinking, integrating AI and technology to boost efficiency, and building durable client experiences without sacrificing personal relationships. Guests span Pareto Systems coaches, wealth-management practitioners, and senior advisors who share practical frameworks for segmentation, team culture, succession, and enterprise value. The format often blends real-world anecdotes with actionable playbooks, highlighting how firms reclaim capacity, deploy disciplined cadences, and align value with client outcomes. The program is notable for its emphasis on turnin... more

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Which podcasts are similar to Always On for Financial Advisors Podcast?

These podcasts share a similar audience with Always On for Financial Advisors Podcast:

1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Perfect RIA
4. Barron's Advisor
5. The Psychology of Money with Morgan Housel

How many episodes of Always On for Financial Advisors Podcast are there?

Always On for Financial Advisors Podcast launched 5 years ago and published 98 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Always On for Financial Advisors Podcast?

Recent guests on Always On for Financial Advisors Podcast include:

1. Matt Doran
2. Mitch Slater
3. Mike Cy Cajthaml Jr.
4. Linda Sherman
5. Steve Sandusky
6. Elaine Christakos
7. Kimberly Safoyan
8. Mike Cy Cajthaml

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