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Artwork for Always On for Financial Advisors

Always On for Financial Advisors

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

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

PublishesMonthlyEpisodes93Founded5 years ago
Number of ListenersCategories
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Artwork for Always On for Financial Advisors

Latest Episodes

Duncan 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 high-performing team.

T... more

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

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Recent Guests

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 (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)

Host

Duncan MacPherson
Host of the show

Reviews

4.9 out of 5 stars from 28 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 States2 years ago

Listeners Say

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

Listeners praise the host for curating high-caliber guests with practical, revenue-friendly strategies.
A few reviews note mixed reactions to certain episode formats or topics, but overall gratitude for deep industry insights.
Content is praised for its actionable frameworks and emphasis on leadership and culture.
Some listeners feel certain episodes feel dated or less relevant to younger audiences.

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

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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?

A thoughtfully paced show that centers on building scalable, value-driven financial advisory practices through leadership, systems, and technology. Across episodes, listeners hear practical frameworks for growing up-market clients, transitioning advisors into leadership roles, and integrating AI and automation to boost productivity without sacrificing high-touch client service. Noteworthy angles include deliberate focus on M&A and exit readiness, philanthropy-led wealth planning, and the blend of personal development with firm-wide processes. The format often features candid stories from practitioners and coaches who emphasize disciplined cadence, repeatable playbooks, and a strong emphasis on enterprise value, culture, and client experienc... more

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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. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. Talking Wealth
5. The Long View

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

Always On for Financial Advisors launched 5 years ago and published 93 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?

Recent guests on Always On for Financial Advisors include:

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

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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