Always On with Duncan MacPherson

Latest Episodes
Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
In this episode, Duncan sits down with Dr. Amy DAprix, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies to talk about how financial professionals ca
Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)
In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale thei
Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)
In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the Small Steps, Big Wins podcast. Paul shares insights into cultivating a growth mindset, avoid
Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall Ep. 72
In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization strategies for financial advisors, offering insights
Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)
In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for
Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)
In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. R
AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69)
In this episode, Duncan MacPherson and Kevin Bishopp dive deep into how artificial intelligence is reshaping the financial services industry. From optimizing client communication to enhancing business
Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)
In this episode, Duncan MacPherson sits down with Mindy Diamond, founder and CEO of Diamond Consultants, to explore the pivotal question every advisor grapples with: Should I stay or should I go? Mind
Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)
In this episode of the Always On podcast, host Duncan MacPherson welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore
The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66)
In this episode, Duncan MacPherson sits down with Angela York and Elyse Stoner from Event Advisors to discuss the lost art of client events and how financial professionals can reinvigorate their appro