Always On with Duncan MacPherson
By Duncan MacPherson
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Category: Management
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Subscribers: 2
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Episodes: 87
Description
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 interviews some of the top business professionals today.
| Episode | Date |
|---|---|
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Built to Sell: The Advisor’s M&A Playbook with Scott Danner (Ep. 87)
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Dec 11, 2025 |
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Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
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Nov 20, 2025 |
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Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85)
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Oct 30, 2025 |
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Navigating Transitions: The Advisor Flight Plan with Jeff Ambrose (Ep. 84)
|
Oct 09, 2025 |
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AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83)
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Sep 18, 2025 |
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The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan (Ep. 82)
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Aug 28, 2025 |
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Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81)
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Aug 07, 2025 |
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Levelling Up Your Business with Chris Garcia (Ep. 80)
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Jul 17, 2025 |
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Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79)
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Jun 26, 2025 |
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Engineering a Sale-Ready Business: The Playbook behind Boyce & Associates’ Success with Eric Boyce and Kelly Griggs (Ep.78)
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Jun 05, 2025 |
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The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77)
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May 15, 2025 |
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Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)
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Apr 24, 2025 |
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Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
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Apr 03, 2025 |
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Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)
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Mar 13, 2025 |
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Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)
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Feb 20, 2025 |
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Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)
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Jan 30, 2025 |
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Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)
|
Jan 09, 2025 |
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Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)
|
Dec 19, 2024 |
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AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69)
|
Dec 05, 2024 |
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Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68)
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Nov 21, 2024 |
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Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)
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Nov 07, 2024 |
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The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66)
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Oct 24, 2024 |
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Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)
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Oct 03, 2024 |
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The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell (Ep. 64)
|
Sep 19, 2024 |
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Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63)
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Aug 29, 2024 |
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Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)
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Aug 08, 2024 |
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AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61)
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Jul 18, 2024 |
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Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)
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Jun 27, 2024 |
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The Advisor of Tomorrow with Isaac Richard III (Ep. 59)
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Jun 06, 2024 |
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Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58)
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May 16, 2024 |
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The Language of Referrals with Bill Cates (Ep. 57)
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Apr 25, 2024 |
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Transitioning Next-Gen Wealth with Tom Deans (Ep. 56)
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Apr 04, 2024 |
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The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55)
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Mar 14, 2024 |
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Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54)
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Feb 22, 2024 |
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Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53)
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Feb 01, 2024 |
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Harness the Power of AI: Game-Changing Strategies for Modern Advisors with Craig Kirkpatrick (Ep. 52)
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Jan 11, 2024 |
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From Organic to Scalable Growth with Bill Sowell (Ep. 51)
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Dec 28, 2023 |
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Timely and Timeless Best Practices with Chris Jeppesen (Ep. 50)
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Dec 07, 2023 |
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Embracing the C-Suite with Max and Lucas Winthrop (Ep. 49)
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Nov 16, 2023 |
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Make Your Clients The Voice With Steve Phillips (Ep. 48)
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Oct 26, 2023 |
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Rejuvenating Client Relationships with Matt Cardella (Ep. 47)
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Oct 05, 2023 |
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Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov (Ep. 46)
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Sep 14, 2023 |
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One Good Idea to Build Strong Client Relationships with Cathi Durrell (Ep. 45)
|
Aug 24, 2023 |
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Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome (Ep. 44)
|
Aug 10, 2023 |
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Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42)
|
Jun 29, 2023 |
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Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern (Ep. 41)
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Jun 15, 2023 |
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The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray (Ep. 40)
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May 25, 2023 |
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How to Maximize Your Life’s Work with Sherri Palle (Ep. 39)
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May 04, 2023 |
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Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)
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Apr 13, 2023 |
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Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones (Ep 37)
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Mar 16, 2023 |
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Being Process-Driven With Peter Dobrich (Ep. 36)
|
Feb 23, 2023 |
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The Anatomy of an Offer With Ted Jenkin (Ep. 35)
|
Feb 02, 2023 |
|
Building Relationships through Video With Katie Braden (Ep. 34)
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Jan 19, 2023 |
|
Enough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33)
|
Jan 05, 2023 |
|
The Art and Science of Practice Management With Kevin Bishopp (Ep. 32)
|
Dec 22, 2022 |
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The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)
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Nov 03, 2022 |
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The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)
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Oct 20, 2022 |
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Finish Strong in 2022 (Ep. 29)
|
Oct 06, 2022 |
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Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)
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Sep 22, 2022 |
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How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27)
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Sep 08, 2022 |
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The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)
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Aug 25, 2022 |
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Entitlemania with Richard Watts (Ep. 25)
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Aug 11, 2022 |
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Thriving through Market Volatility with Chris Jeppesen (Ep. 24)
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Jul 28, 2022 |
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Lavish Your Clients With Service with Cathi Durrell (Ep. 23)
|
Jul 13, 2022 |
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Preparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)
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Jun 23, 2022 |
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Looking to Your Liquidity Event with Denise Logan (Ep. 21)
|
Jun 09, 2022 |
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How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans, Ph.D. (Ep. 20)
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May 26, 2022 |
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The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula (Ep. 19)
|
May 12, 2022 |
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Dynastic Drivers in Estate Planning with Julia Norman (Ep 18)
|
Apr 28, 2022 |
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Find Another Gear with David Rutherford (Ep 17)
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Apr 14, 2022 |
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New Perspectives on Growth with Kevin Bishopp (Ep 16)
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Mar 31, 2022 |
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Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)
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Mar 24, 2022 |
|
How To Get Your Competition Fired With Randy Schwantz (Ep. 14)
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Mar 17, 2022 |
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Built to be Sold with Ted Jenkin (Ep. 13)
|
Mar 03, 2022 |
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A Brand Within a Brand – The Multi-Family Office with Scott Hamilton (Ep. 12)
|
Feb 17, 2022 |
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How To Become an Advisor for Life with Levi McMellian (Ep. 11)
|
Feb 03, 2022 |
|
Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos
|
Jan 20, 2022 |
|
Achieve Mastery of Family Dynamics With Jackie Wilke
|
Jan 06, 2022 |
|
Transitioning to a Multi-Family Office to Accelerate Your Growth With Chris Jeppesen
|
Dec 23, 2021 |
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A Healthy Bench-strength: Actionable Steps To Improve Your Team’s Health With Jennifer Payeur
|
Dec 09, 2021 |
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How to Attract Business Owners With Tom Deans, Ph.D.
|
Nov 25, 2021 |
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Outsourcing Your Wealth Management with Chris Garcia
|
Nov 11, 2021 |
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What It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA®
|
Oct 28, 2021 |
|
Why You Should Be Podcasting With Matt Halloran
|
Oct 28, 2021 |
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How to Achieve the Maximum Enterprise Value With Ted Jenkin
|
Oct 28, 2021 |
|
What Separates the Best from the Rest With Chris Jeppesen
|
Oct 28, 2021 |
|
Welcome to Always On
|
Oct 19, 2021 |