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Always On with Duncan MacPherson

Duncan MacPherson
Financial Services
Event Planning
Client Events
Return On the Moment
Advisor Independence
Client Engagement
Financial Advisory
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
Networking
Micro Events
Financial Advisors

If you are 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 business professionals 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... more

PublishesMonthlyEpisodes83Founded4 years ago
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Artwork for Always On

Latest Episodes

In this Always On episode, Duncan MacPherson and Chris Jeppesen, Chief of Advisory Practices at First Trust, cut through the noise to show how modern advisory leadership blends clear operating rhythm, role clarity, and intentional culture, with AI as... more

In this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé d... more

In this episode of the Always On Podcast, Duncan MacPherson reconnects with Kevin Bishopp, Vice President at First Trust, to explore the four key stages in an advisor’s business evolution: growing, teaming, scaling, and exiting. They unpack how AI is... more

How do you build a business that grows without losing its soul?

In this episode of the Always On podcast, I sit down with Chris Garcia, Private Wealth Advisor and CEO of The Azimont Group, a private wealth advisory practice of Ameriprise Financial S... more

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Recent Guests

Chris Jeppesen
Chief of Advisory Practices at First Trust
First Trust
Episode: Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)
Dr. Amy D’Aprix
Founder and president of LifeBridge Strategies, has been working with financial professionals for over 30 years.
LifeBridge Strategies
Episode: Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
Peter Velardi
Founding partner at JPTD Partners, a firm helping financial professionals prepare for business maximization and endgame.
JPTD Partners
Episode: Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)
Paul Blanco
Founder and CEO of Barnum Financial Group and host of Small Steps, Big Wins
Barnum Financial Group
Episode: Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)
Catherine Tindall
CPA, Strategic Tax Planner, and Founder at Dominion Enterprise Services
Dominion Enterprise Services
Episode: Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)
Dr. Karen Weisgerber
Principal Consultant at Cambion Consulting Group and faculty member at the Institute for Preparing Heirs.
Cambion Consulting Group
Episode: Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)
Sathya Chey Patterson
Managing Partner at Arise Private Wealth, recognized wealth advisor
Arise Private Wealth
Episode: Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)
Kevin Bishopp
VP at First Trust and a performance coach
First Trust
Episode: AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69)
Mindy Diamond
Founder and CEO of Diamond Consultants, author of "Should I Stay or Should I Go?"
Diamond Consultants
Episode: Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)

Host

Duncan MacPherson
Host of the podcast and a best-selling author, thought leader, speaker, and CEO of Pareto Systems, dedicated to helping professionals avoid career plateaus and grow effectively.

Reviews

4.9 out of 5 stars from 22 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
    Canada8 months 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 depth and quality of the guests, noting that the discussions are relevant and practical for financial advisors.
Some feedback highlights a divergence in topics, expressing that certain discussions may feel outdated or less applicable to today's younger professionals.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)
Q: Why is self-assessment important for advisors?
It's crucial for advisors to have clarity around their own goals to simplify the due diligence process when exploring new opportunities.
Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)
Q: What does it mean to be client-centered in your practice?
It means understanding the evolving needs of your clients and ensuring your environment supports those needs rather than just focusing on immediate metrics.
Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)
Q: How do you determine if your current environment is right for you?
You need to compare and contrast your current situation with others in the industry to determine whether you're truly satisfied with your options.
Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)
Q: What does the next five years look like for you?
Sathya envisions growing her team and creating a supportive infrastructure for advisors, as well as continuing to educate her clients and provide high-quality financial services.
Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)
Q: What are you doing now that is different from the pack?
Sathya emphasizes the importance of authenticity in her role as an advisor, using her unique personal story to build trust and deepen client relationships, and focusing on helping clients understand their own money stories.

Audience Metrics

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

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Frequently Asked Questions About Always On

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

Content focuses on personal and professional growth strategies tailored for business professionals seeking to avoid stagnation in their careers. The conversations often revolve around the importance of client relationships, financial advisory practices, tax strategies, and leveraging technology for improved efficiency and growth. Unique stories from industry leaders highlight the integration of emotional intelligence into business strategies, showcasing how this can enhance advisor-client interactions and trust. This podcast is particularly noteworthy for its emphasis on the human aspects of business, encouraging listeners to not only develop skills but also deepen their connections with clients through empathy and innovative practices.

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How many subscribers and views does Always On have?

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How many episodes of Always On are there?

Always On launched 4 years ago and published 83 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?

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What guests have appeared on Always On?

Recent guests on Always On include:

1. Chris Jeppesen
2. Dr. Amy D’Aprix
3. Peter Velardi
4. Paul Blanco
5. Catherine Tindall
6. Dr. Karen Weisgerber
7. Sathya Chey Patterson
8. Kevin Bishopp

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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