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Artwork for Always On for Financial Advisors

Always On for Financial Advisors

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

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

PublishesMonthlyEpisodes92Founded4 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for Always On for Financial Advisors

Latest Episodes

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, founder of Anchor Wealth Management Group in Palm Desert, California, and a season... more

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... more

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... more

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, th... more

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Accepts Guests
Contact Information
Podcast Host
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Recent Guests

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 (Ep. 91)
Jason Westover
Pareto-certified coach, head of AI coaching
Pareto Systems
Episode: Why Elite Advisors Think Differently (Ep. 91)
Brad Johnson
Co-founder of Triad Partners, host of Do Business Do Life Podcast
Triad Partners
Episode: The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)
Roger Silk
CEO and co-founder of Sterling Foundation Management; Ph.D. in Finance
Sterling Foundations, Lifetime Perspectives
Episode: How to Win Liquidity Events with Roger Silk (Ep. 89)
Natasha Kennedy
Pareto certified coach and consultant specializing in family investment legacy, continuity and succession
Pareto Systems
Episode: The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)
Scott Danner
Executive Vice President and Head of Legacy at Steward Partners
Steward Partners
Episode: Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)
Robert Montella
Business consultant with First Trust Portfolios, coach and advisor to financial professionals
First Trust Portfolios
Episode: Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
Frank LaRosa
CEO of Elite Consulting Partners
Elite Consulting Partners
Episode: Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85)

Host

Duncan MacPherson
Host of a podcast focused on financial advising and business development, best-selling author, and thought leader.

Reviews

4.9 out of 5 stars from 26 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
    Canadaa year 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 Statesa year ago

Listeners Say

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

Listeners appreciate the quality of guests and the relevance of topics discussed, particularly valuing content that addresses the challenges faced by financial advisors.
Some criticism arises about specific discussions that may appear out of touch with younger demographics or current trends.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Levelling Up Your Business with Chris Garcia (Ep. 80)
Q: How many people are on the team and how are they integrated into the service model?
There are about 20 people, including several advisors and coordinators, all aligned to deliver a consistent, process-driven client experience with defined roles and regular team meetings.
Levelling Up Your Business with Chris Garcia (Ep. 80)
Q: How does the centerline concept translate into client decisions during volatility?
The centerline guides clients to stay the course during market volatility, avoiding impulsive selling and ensuring decisions align with a pre-defined plan.
Levelling Up Your Business with Chris Garcia (Ep. 80)
Q: What sparked the shift from a traditional advisory to a process-driven practice?
Chris explains that his focus on systematizing service, leveraging technology, and keeping client outcomes at the center led to building Azimont as a brand with a clear process, which naturally attracted like-minded advisors and clients.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Always On for Financial Advisors

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

Content focuses on the evolving landscape of financial advising, emphasizing the importance of personal development and innovative practices among financial professionals. The discussions often feature prominent guests from the financial services industry who share insights on strategies to enhance client relationships, embrace change, and navigate market complexities. Noteworthy themes include emotional intelligence in client interactions, the integration of technology in financial services, and the significance of proactive planning in achieving financial independence. Unique to the discussions is the emphasis on combining technical knowledge with empathetic approaches, helping advisors facilitate deeper connections with their clients.

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Which podcasts are similar to Always On for Financial Advisors?

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

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. Barron's Advisor
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Notes on the Week Ahead

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

Always On for Financial Advisors launched 4 years ago and published 92 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Always On for Financial Advisors?

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What guests have appeared on Always On for Financial Advisors?

Recent guests on Always On for Financial Advisors include:

1. Kimberly Safoyan
2. Mike Cy Cajthaml
3. Jason Westover
4. Brad Johnson
5. Roger Silk
6. Natasha Kennedy
7. Scott Danner
8. Robert Montella

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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