Podcasts about Duncan Macpherson

Your clients don’t want a portfolio manager. They want someone who’ll catch them when they fall. That’s the truth most advisors are too busy chasing alpha to hear, and it’s exactly why Duncan MacPherson sits down with industry legend Steve Sandusky in this episode. Steve climbs mountains, and he’s spent decades teaching advisors that the most important rope in their practice isn’t tied to the markets. It’s the belay: the quiet discipline of holding the line so your client can keep climbing without fear of the fall. Get that right and you stop selling advice. You become the first call when life cracks open. Duncan and Steve unpack “Return on Life,” the framework reshaping the profession by measuring success not in basis points but in a client’s freedom, time, and meaning. They get into why story and symbolism build trust faster than any performance chart, how celestial navigation can steady clients (and you) when the markets blur, and what it takes to build a practice the AI tsunami can’t touch. Key takeaways: Using story and symbolism to forge trust that compounds Designing a purpose-driven practice that ages well Pricing human judgment in an AI-saturated market Knowing when to lean into technology and when to put it down Finding your North Star when every client is asking, “What now?” If you’re done competing on returns and ready to compete on meaning, this episode is the map. Outthink. Outcare. Outlast. Promotions: Pareto Systems: Turnkey Advisor Membership Pareto Systems Consulting: paretosystems.com/financial-advisor-coaching Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Steve Sanduski: LinkedIn: Steve Sanduski E-mail: ssanduski@belayadvisor.com Website: belayadvisor.com About Our Guest: Steve Sanduski, MBA, CFP® is the Founder and President of Belay Advisor, a financial advisor coaching, consulting, and marketing services company that works with individuals and firms to accelerate growth. For more than 20 years, he's been building businesses and helping professionals become more successful. Prior to founding Belay Advisor, Steve was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company. Earlier in his career, he was a senior leader at an independent broker/dealer and helped build the firm's corporate RIA from $0 to nearly $2 billion in assets under management in a short period of time. An accomplished writer, Steve is a New York Times Bestselling author and the co-author of two books: Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor (it has become one of the most sought after practice management books in the industry) Avalanche: The 9 Principles for Uncovering True Wealth (became a New York Times bestseller and a Wall Street Journal #1 bestseller) Steve is also a frequent contributor to the trade press including Investment News. Financial Planning Magazine, and Financial Advisor Magazine. As a professional speaker, Steve has addressed audiences all over the country and he focuses on delivering practical ideas, strategies and tools that attendees can use immediately to reach higher levels of success. He's also the host of several podcasts including Between Now and Success and Barron's Advisor: The Way Forward podcast. On both podcasts, Steve interviews top financial industry leaders as well as other accomplished professional from around the world who have messages that can benefit financial advisors

Duncan McPherson was a Canadian professional ice hockey player. In 1989 he went on a trip to Austria and disappeared after a day of snowboarding. Searches proved fruitless until 2003 when his body was found in a melting glacier, the very same glacier on which he was last seen. Despite officials believing his death to have been an accident, the state of his body leaves behind many questions and his death remains officially unsolved.   Branch of Hope: Crimestoppers of NY Crime Stoppers of New York plays a crucial role in enhancing public safety by encouraging community involvement in crime reporting. By providing anonymous channels for reporting, the program helps law enforcement solve crimes and bring offenders to justice. If you have any information about a crime, consider reaching out through the hotline or the mobile app to contribute to your community's safety.  Hotline: Call 1-800-577-TIPS to report any information regarding criminal activity.     Sources: https://www.coldalongtime.com     Join The Dark Oak Discussion: Patreon The Dark Oak Podcast Website Facebook Instagram Twitter TikTok Youtube This episode of The Dark Oak was created, researched, written, recorded, hosted, edited, published, and marketed by Cynthia and Stefanie of Just Us Gals Productions with artwork by Justyse Himes and Music by Ryan Creep

Duncan McPherson was a Canadian professional ice hockey player. In 1989 he went on a trip to Austria and disappeared after a day of snowboarding. Searches proved fruitless until 2003 when his body was found in a melting glacier, the very same glacier on which he was last seen. Despite officials believing his death to have been an accident, the state of his body leaves behind many questions and his death remains officially unsolved.   Branch of Hope: Crimestoppers of NY Crime Stoppers of New York plays a crucial role in enhancing public safety by encouraging community involvement in crime reporting. By providing anonymous channels for reporting, the program helps law enforcement solve crimes and bring offenders to justice. If you have any information about a crime, consider reaching out through the hotline or the mobile app to contribute to your community's safety.  Hotline: Call 1-800-577-TIPS to report any information regarding criminal activity.     Sources: https://www.coldalongtime.com     Join The Dark Oak Discussion: Patreon The Dark Oak Podcast Website Facebook Instagram Twitter TikTok Youtube This episode of The Dark Oak was created, researched, written, recorded, hosted, edited, published, and marketed by Cynthia and Stefanie of Just Us Gals Productions with artwork by Justyse Himes and Music by Ryan Creep

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. Together, they explore the shift from advisor to CEO, where leadership, delegation, and structure become the real drivers of scale. As firms grow more complex, Elaine shares how intentional team design, clear roles, and aligned communication create consistency in the client experience while freeing up capacity. The conversation also dives into hiring, retention, and team cohesion, highlighting why behavioral alignment often matters more than technical skill, and how the wrong hires can quietly erode culture, trust, and enterprise value. Elaine breaks down the mindset shift required to let go, empower the right people, and build a business that can grow beyond the advisor. Key highlights include: Why scaling requires a shift from doing more to leading differently How team dynamics impact productivity, consistency, and enterprise value Hiring for alignment, not just experience Using behavioral insights to strengthen team communication Why letting go is essential to becoming a CEO This is a practical discussion for financial advisors looking to build a more scalable, self-sustaining business and lead with greater clarity and control. Tune in for actionable insights on leadership, team structure, and scaling the right way. Promotions: Toolkit CRM by Pareto: www.toolkitcrm.com Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Elaine Christakos: LinkedIn: Elaine Christakos Website: paretosystems.com/coaches/coach-elaine-christakos About Our Guest: Elaine Christakos is a senior level results-oriented professional and strategist with two decades of management and coaching experience in the financial services sector. She has designed and implemented successful and proven practice management and relationship management training programs. Elaine is also a behavioral strategist and high-performance team coach who helps financial advisory teams hire the right people, build strong team dynamics, and retain top talent. Her expertise in behavioral profiling, especially DISC, Emotional Intelligence, and Driving Forces, gives her clients a clear competitive edge in attracting and developing cohesive, high-functioning teams. A Certified DISC Specialist and trainer, Elaine uses a practical, science-based approach to decode human behavior in a way that’s immediately applicable to hiring decisions, communication strategies, and leadership development. She works with elite advisors and their teams to build intentional cultures where each person operates in alignment with their natural strengths, leading to better fit, faster trust, and longer-term engagement. Elaine’s foundation in practice management was shaped by early exposure to structured, client-centric systems, which ignited her passion for coaching and optimizing team performance. Today, as a coach with the Pareto Systems network, she blends behavioral insights with strategic consulting to help advisory teams grow with clarity and confidence.

In August of 1989, 23 year-old Duncan MacPherson vanished from a ski resort in Austria. His parents relentlessly and fruitlessly sought answers for 14 years, until 2003 when a melting glacier revealed Duncan's remains. What they thought would be the answer to the question that haunted them for decades, turned out to be just the beginning of another heart-wrenching search for answers. Was Duncan the victim of a tragic accident, or was he murdered? WE WERE NOMINATED FOR A WEBBY! VOTE FOR US HERE BY APRIL 16TH! Sources: Book: Cold a Long Time by John Leake Video: Fifth Estate Documentary For a full list of our sources, visit npadpodcast.com/episodes For the latest NPAD updates, group travel details, merch and more, follow us on npadpodcast.com and our socials: Instagram: @‌nationalparkafterdarkTikTok: @‌nationalparkafterdark Support the show by becoming an Outsider and receive ad free listening, bonus content and more on Patreon or Apple Podcasts. Want to see our faces? Catch full episodes on our YouTube Page! Thank you to this week's partners! Mint Mobile: Shop plans at MINT MOBILE dot com slash NPAD. That's MINT MOBILE dot com slash NPAD.Smalls: For a limited time only, get 60% off your first order, plus free shipping, when you head to http://Smalls.com/NPAD Learn more about your ad choices. Visit podcastchoices.com/adchoices

Guest Preacher - Mr Duncan Macpherson (North Harris)Series: Guest Preacher Preacher: Mr. Duncan MacphersonLord's Day EveningDate: 29th March 2026

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 seasoned advisor within The Wealth Consulting Group (WCG), affiliated with LPL Financial. Kimberly shares how she has built a values-driven wealth management practice focused on philanthropy, community involvement, and purpose-driven financial planning to strengthen client relationships and drive long-term retention. From launching the American Heroes UIT with First Trust to guiding clients through complex life transitions, Kim brings a practical, client-centric approach to modern advisory firms. Key Takeaways for Financial Advisors: Build deeper client relationships through philanthropy Differentiate with values-based financial planning Strengthen client retention with legacy planning strategies Better serve women through divorce and widowhood Leverage mentorship to grow advisory teams Use technology to enhance the client experience Kimberly Safoyan demonstrates how top financial advisors go beyond portfolio management by aligning wealth with purpose and delivering a more meaningful client experience. Promotions: Toolkit CRM by Pareto: www.toolkitcrm.com Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Kimberly Safoyan: LinkedIn: Kimberly Safoyan Website: www.Anchor-Wealth.com WCG Website: www.wealthcg.com About Our Guest: Kimberly Safoyan is President and founder of Anchor Wealth Management Group, LLC and has over 30 years of financial services experience. She has served her clients as an independent wealth advisor since 1991. Her focus is to serve as your personal CFO, seeking to bring a full spectrum of wealth management capabilities and resources necessary to address your complex financial needs. Some of Kim's achievements include: Five Star Wealth Manager Award as featured in Palm Springs Life Magazine for years 2012, 2013, 2016 – 2021. She holds the Series 7, 24, and 63 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MI, NV, NY, TX, and WA. She also holds a California insurance license. Kim earned her Bachelor of Arts degree in Communication Studies with an emphasis in business from California State University Northridge. Raised in Michigan, Kim moved to the desert in 1982 and graduated from Indio High School. Kim is a strong community services advocate. She serves as an advisory board member for the Cathedral City Salvation Army Corp, is a past board member for the Palm Desert High School PTO and PDHS Foundation board member.

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 financial advisors are doing right now to stay ahead in a rapidly evolving industry. Together, they unpack what it truly means to become the “advisor of the future”,  from growing up-market and attracting ideal clients, to making the pivotal shift from technician to CEO. As disruption accelerates and AI reshapes workflows, the discussion centers on how top-performing advisors are leveraging both technology and human insight to build scalable, enterprise-value businesses. The conversation explores the widening gap between complacency and ambition, the power of intentional practice management, and why relationship excellence, not technical expertise alone, remains the ultimate differentiator. Jason and Mike also share real-world observations from coaching some of the most sophisticated advisory teams in North America, highlighting the habits, structures, and mindset shifts that separate sustainable firms from stalled practices. Key highlights include: Why growing “up-market” often starts with refining your top 50 relationships The transition from advisor to CEO, and why delegation unlocks scale How leading teams are using AI to compress time without compromising trust The importance of client advisory councils and feedback loops Why no one wants to buy your job, only your business This is a practical, forward-looking discussion for financial advisors who want to avoid plateauing, build enterprise value, and design a business that ultimately serves their life, not the other way around. Tune in for strategic insight, tactical ideas, and a clear roadmap for what's next in advisory leadership. Promotions: Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson:  Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Jason Westover: LinkedIn: Jason Westover Website: paretosystems.com/coaches/coach-jason-westover Connect With Mike “Cy” Cajthaml Jr.: LinkedIn: Mike “Cy” Cajthaml Jr. Website: www.paretosystems.com/coaches/coach-mike-cy-cajthaml-jr About Our Guests: Jason Westover has spent over 20 years helping financial advisors, sales teams, and wholesalers perform at their best. After discovering Pareto Systems 15 years ago, he became one of its strongest advocates, using its proven coaching methods to help top performers elevate their businesses. Today he’s also leading conversations on how AI tools can transform advisor effectiveness and client outcomes across the industry. Jason lives near Kansas City with his wife and three children. Outside of work he’s a competition BBQ cook and Brazilian Jiu-Jitsu competitor. Mike “Cy” Cajthaml Jr. brings 17 years of financial services experience to his role as a Pareto coach. His background spans insurance marketing, nationwide advisor consulting, and working alongside his father as a financial advisor in Overland Park, KS. That blend of wholesale and retail experience gives Mike a unique perspective in helping advisory firms integrate the Pareto Process and build toward their ideal practice. Mike lives in Overland Park with his wife Ashley and their two sons, Cameron and Carson. Outside of work he enjoys golf, a good cigar, and cheering on the Chicago Bears. Listen on Apple Podcasts

The Devil Within Frozen Evidence: The Duncan MacPherson Case In August of 1989, Duncan MacPherson — a former first-round NHL draft pick from Canada — stepped onto the Stubai Glacier in the Austrian Alps. He rented a snowboard. He rode the lifts. And then he vanished. His car remained in the resort parking lot. His belongings were untouched. Search teams scoured the glacier and surrounding terrain, assuming the kind of tragedy the mountains know too well — a fall, a crevasse, an accident swallowed by ice. Nothing was found. For fourteen years, the glacier kept its silence. Then, in the summer of 2003, melting ice revealed human remains. The mountain had given Duncan back. But what emerged raised more questions than answers.  This episode of The Devil Within explores the unsettling details surrounding Duncan MacPherson's disappearance and recovery, including:     •    His final known movements at a managed glacier resort — not remote wilderness     •    The condition of his recovered snowboard, which showed crushing damage that some analysts believe could be consistent with heavy machinery     •    Injuries that did not clearly align with a simple fall     •    Questions about nighttime snowcat operations on the glacier     •    And the most troubling possibility: that elements of his rental equipment may have been returned through resort systems long before his body emerged No definitive conclusion has ever been reached. But the case raises a disturbing question: What if Duncan's tragedy began as an accident… and was complicated by human systems that chose silence over scrutiny? Glaciers preserve what they take. But time can erode records, memories, and accountability. Fourteen years later, the ice returned a body. The truth may still be buried.

Every advisor wants more referrals, but very few have built a business that consistently earns them.In this conversation, I sat down with Duncan MacPherson to unpack what actually makes an advisory firm referable. Duncan is the founder of Pareto Systems and one of the most respected coaches in financial services, with nearly 30 years spent working alongside top advisory firms. He explains why the advisors who scale fastest stop pitching products, start positioning a clear planning process, and build businesses that get found instead of chased.3 of the biggest insights from Duncan MacPherson…#1.) Advisors Don't Need More Referrals, They Need to Be ReferableMost advisors focus on asking for referrals, but Duncan explains why that actually creates friction. The real breakthrough happens when clients clearly understand (and can easily explain) what makes your process different. #2.) The Best Advisors Don't Sell Products, They Position Their ProcessThe biggest shift in financial services isn't technology, it's philosophy. The most successful advisors have moved on from pitching products by effectively using branding and clearly articulating a proprietary process, creating deeper engagement, stronger loyalty, and a business that scales without becoming more complicated.#3.) A Business That Depends on You Is a Business That Limits YouOne of the clearest signals of a healthy business is whether it can operate without the founder's constant presence. Duncan explains why documenting intellectual property, empowering teams, and depersonalizing the business isn't about ego—it's about freedom, sustainability, and enterprise value. SHOW NOTEShttps://bradleyjohnson.com/154FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02255163072See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Es ist ein ungewöhnlich warmer Tag am Stubaier Gletscher. Hoch über dem Stubaital schmilzt in diesem Sommer im Jahr 2003 ein Geheimnis aus dem Eis. Arbeiter entdecken einen gelben Stofffetzen, der aus dem Gletscher ragt – als sie zu hacken beginnen, kommt etwas zum Vorschein: ein Körper, konserviert von Eis und Zeit. 14 Jahre hatte der Gletscher geschwiegen über das Verschwinden eines jungen Kanadiers, doch nun gibt er Duncan MacPherson frei und mit ihm eine Wahrheit, die Tirol jahrzehntelang verdrängt hat. Inhalt:00:00 Intro00:53 Duncan03:59 Das letzte Lebenszeichen05:54 Auf Spurensuche13:14 Der Fund im Eis16:51 Zweifel20:16 Die Theorie_______________________________________***Entdecke jetzt meine Rätselkerzen und löse den Fall:CRIME CANDLES: https://shop.katiwinter.de/crime-candleMehr von Kati: https://linktr.ee/katiwinter_______________________________________Quellen: https://pastebin.com/91wMXfTr **Solltest du für deinen Podcast oder einen Beitrag meine Recherche als Quelle nutzen, freue ich mich über Credits.**

In this episode of the Always On Podcast, Duncan MacPherson speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. Natasha breaks down why most heirs ultimately leave their parents' advisor, how silence and avoidance around legacy planning erode trust, and why preparing heirs has become a critical differentiator in today's advisory landscape. Together, they unpack how advisors can embed continuity, succession, and family investment legacy into their value proposition in a way that deepens relationships, strengthens referability, and positions them as indispensable stewards of multi-generational wealth. Key takeaways: Why nearly 90% of heirs don't stay with their parents' advisor How legacy and succession conversations increase advisor retention and fee worthiness Practical ways to engage heirs without creating entitlement How continuity planning protects relationships through generational transitions Tune into now to unlock the secrets to keeping clients for generations by addressing the blind spot most advisors overlook. Promotions: Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Natasha Kennedy: LinkedIn: Natasha Kennedy Presentation: The Legacy Plan Speaker Introduction: Natasha Kennedy About Our Guest: Natasha Kennedy, who brings more than a decade of financial services experience, beginning her career on Wall Street and then working with First Trust Advisors, and now focused on psychology and counselling. Today, Natasha is a consultant with Pareto Systems helping advisors to strengthen client relationships, and build purposeful businesses. With her background in both finance and psychology, Natasha is the ideal person to guide us through the human side of this great wealth transfer, specifically on adding Intergenerational Planning & Family Meetings into your process.

Hey Slaycaters, this week we are headed to the Austrian Alps for a cold case that became a hot one once a body was found on the Stubby Glacier.  Duncan MacPherson, a former professional hockey player from Canada, seemingly vanished on the slopes while snowboarding during a fateful vacation trip before staring a new coaching job in Scotland.   But when his body was incredibly found buried in the thawing snow 14 years later — it opened up an entirely new investigation and pointed towards a crazy cover-up by the mountain resort.  As always — thanks for listening and Slaycating with us.  And please, stay safe out there! Holiday Sale!  Slaycation Plus Annual Subscriptions now 50% Off through the end of November!  Get ad-free listening and weekly episodes of More Kim for just $19.99 for the year! Slaycation is recorded at the Brooklyn Podcasting Studio by Josh Wilcox Editing is by Kelley Marcano MORE KIM!:  Subscribe to SLAYCATION PLUS and get weekly ‘More Kim' bonus episodes. SUBSCRIBE to SLAYCATION PLUS right in Apple Podcasts, or on our website: ⁠⁠https://plus.slaycation.wtf/supporters/pricing⁠⁠ SLAYCATERS ONLY:  Interact with the Hosts and get behind the scenes info, photos and more in our FACEBOOK GROUP: ⁠⁠https://www.facebook.com/groups/394778366758281⁠⁠ MERCH!  Top quality ‘Pack Your Body Bags" tote bags, as well as Slaycation T-shirts, towels, sandals, fanny packs, stickers and more available at:  ⁠⁠https://plus.slaycation.wtf/collections/all⁠⁠ MORE INFO:  to learn more about Slaycation, the Hosts go to: ⁠⁠www.slaycation.wtf⁠⁠ EMAIL:  ⁠⁠info@slaycation.wtf⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →

Après les routes glissantes, les pannes et le retour chaotique du transport en commun. Une nouvelle tragédie frappe : Danick en échappée révèle un diagnostic surprenant! Mauvais conducteurs : vous nous racontez qui est le pire dans votre entourage. L’Instant incroyable : la disparition étrange de Duncan Macpherson. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

Sin & Grace - Mr Duncan Macpherson (North Harris)Series: Guest Preacher Preacher: Mr. Duncan MacphersonLord's Day EveningDate: 9th November 2025Passage: John 7:37-8:11

In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking their … Continue reading Be a Business Owner, Not Just an Advisor with Frank LaRosa (Ep. 85) →

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your practice to build enterprise value31:40 – The role of AI in practice management34:17 – Balancing high-tech with high-touch in client relationships40:23 – Breaking the status quo to unlock potentialResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com  Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com  Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com  JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com  Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson  Visit Pareto Systems: https://www.paretosystems.com  Download Duncan's AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/  Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners   

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 a practical tool to compress research, sharpen meeting prep, and turn ideas from books like Good … Continue reading AI-Powered Leadership for Advisors: Habits, Culture, and Workflows (Ep. 83) →

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 dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his … Continue reading The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan Ep. 82 →

Als kleines Goodie aus unserer Sommerpause, gibt es heute unsere allererste Folge von Reise in den Tod für euch.Dem eigenen Leben nochmal eine neue Richtung geben – das ist der Plan von Duncan MacPherson, als er im August 1989 auf gepackten Koffern sitzt. Der 23-jährige Kanadier hat bereits eine Karriere als Profi-Eishockeyspieler hinter sich. Zukünftig will er die Seiten wechseln und andere Nachwuchstalente in Europa trainieren. Vor seiner Abreise wandert ein Buch mit dem Titel "Sturz ins Leere" in sein Reisegepäck. Ein Buchtitel, der einer düsteren Prophezeiung gleichkommt. Denn kurz nach seiner Abreise wird es auf einmal still um Duncan. Seine Eltern folgen den Spuren des verlorenen Sohnes, die sie bis ins Tiroler Stubaital führen – und stoßen dabei auf eine eisige Mauer des Schweigens.Reise in den Tod erscheint alle 14 Tage exklusiv bei Podimo. Wenn ihr mal reinhören und das umfangreiche Angebot von Podimo testen wollt, könnt ihr dies über den Link https://podimo.de/reiseindentod Bei Podimo gibt es neben allen gängigen Podcasts auch viele exklusive Formate aus den Bereichen True Crime, Unterhaltung und Doku, die nur dort erscheinen. Außerdem könnt ihr mit dem Angebot auch eine große Auswahl an Hörbüchern nutzen.Wenn ihr bereits ein Podimo Abo habt, könnt ihr euer Spotify Konto damit verknüpfen und dann auch viele Podimo-Inhalte über Spotify hören, die dort normalerweise durch das Schlosssymbol gesperrt sind. Alle Features wie Umfragen, Kommentare aus der Community und Reaktionen der Hosts sowie ausgewählte Videoformate findet ihr aber ausschließlich in der Podimo App.Hosts: Amanda und MariekeProducer: Florian Liewald und Jelena KitanovicSkript: Tanja KachlerHier findet ihr alle Links zu unseren aktuellen Werbepartnern, Rabatten und Codes:https://linktr.ee/puppiesandcrime------- N --------- Hosted on Acast. See acast.com/privacy for more information.

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 reshaping productivity, client experience, and enterprise value, and why execution and process are the real … Continue reading Scaling Smart: Process, People and the Promise of AI with Kevin Bishopp (Ep. 81) →

Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development. This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan … Read More Read More

In this episode of the Always On podcast, Duncan MacPherson explores the intersection of leadership, scalability, and client impact through a compelling conversation with Jimmy Lee, Founder and CEO of The Wealth Consulting Group, and an advisor who operates at both the strategic and client-facing levels of his firm. Together, they unpack what it takes … Continue reading Scalable by Design: Lessons in Intentional Growth with Jimmy Lee (Ep. 79) →

In this episode of the Always On Podcast, Duncan MacPherson sits down with Whit Lanier, CEO and Co-founder of Amplify Reviews, to unpack the growing role of client testimonials in financial services. As trust continues to shift online, reviews have become more than just social proof, they're a scalable strategy for activating advocacy, attracting ideal … Continue reading The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier (Ep. 77) →

In this episode of Always On, Duncan MacPherson welcomes back Chris Jeppesen, Chief of Advisory Practices at First Trust, for a timely conversation rooted in real-world field experience. As volatility continues to test the industry, the best financial advisors aren't retreating, they're leaning in. Duncan and Chris unpack how the most effective teams are embracing … Continue reading Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76) →

Larry Ostola speaks with Don Weekes about his book, Picturing the Game: An Illustrated Story of Hockey. Hockey has a long, surprising connection to editorial cartooning and sports illustration—one as storied as the game itself. While writers and photographers have captured the action on the ice, cartoonists have offered a rawer, more mischievous take on the sport. Picturing the Game dives into this satirical world, highlighting the rough drafts of hockey history by artists like Bruce MacKinnon, Aislin, Serge Chapleau, Susan Dewar, Brian Gable, and more. Through sharp wit and keen observation, they not only make us laugh but often expose deeper truths—especially about those running the show. The collection begins with anonymous early artists who sketched the game's first moments and spectators. Their work evolved into the illustrations of Arthur Racey and Lou Skuce, whose cartoons thrived when newspapers dominated public opinion and the printed word held great authority. These dailies helped elevate hockey to its place as Canada's national sport. Later, artists like Franklin Arbuckle, Duncan Macpherson, and Len Norris brought even more depth, using allegory, irreverence, and cultural commentary to give their work lasting power. Weekes brings together these visionary cartoonists whose sharp lines and sharper minds made satire an essential lens on hockey. Their work, both groundbreaking and quintessentially Canadian, left a lasting imprint on sports journalism—and the game itself. Don Weekes is an award-winning television producer and the author of numerous hockey books. He lives in Montreal and shoots left. Image Credit: McGill-Queen's University Press If you like our work, please consider supporting it: bit.ly/support_WTY. Your support contributes to the Champlain Society's mission of opening new windows to directly explore and experience Canada's past.

Monique gets things started with Marshall's terrifying experience in the tunnel at Connecticut College. Then Amy covers a story so infuriating that Monique is literally left speechless: the tragic and utterly enraging story of Duncan MacPherson. If you liked this episode, please take a moment to rate, review, and subscribe.Join Our ⁠⁠Patreon!⁠⁠Check Out Our ⁠⁠Website!⁠⁠Follow Us On ⁠⁠Instagram!

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 their businesses, optimize referrals, and maximize enterprise value for a successful exit. In this episode, you'll learn: The three-phase approach to business growth: survival, … Continue reading Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74) →

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, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to … Continue reading Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73) →

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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 Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families … Continue reading Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71) →

What would you call a strategic partner if not a center of influence? Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to … Continue reading #80 Building Strong Strategic Partnerships with Duncan MacPherson →

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. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to … Continue reading Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70) →

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 efficiency, they unpack the immense potential AI offers to financial professionals. This forward-thinking discussion explores practical steps advisors can take to integrate AI tools into their practices and … Continue reading AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69) →

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? Mindy shares insights from her latest book, “Should I Stay or Should I Go?”, which isn't merely a guide on moving firms but … Continue reading Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond, Ep. 68 →

When 23-year-old Canadian ice hockey player Duncan MacPherson accepted a coaching job in Scotland, he was ready for his next adventure. But when Duncan failed to show up for the first day of his new job, serious concerns were raised about his well being. A desperate search led his parents Bob and Lynda to the Austrian Alps, kicking off a series of events they could never see coming. --- Narration – Anonymous Host Research & writing – Elsha McGill Creative direction – Milly Raso Production and music – Mike Migas Music – Andrew D.B. Joslyn Sign up for Casefile Premium: Apple Premium Spotify Premium Patreon For all credits and sources, please visit https://casefilepodcast.com/case-303-duncan-macpherson

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 powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. … Continue reading Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) →

In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world.  He co-authored “The Advisor Playbook” and “the Blue Square Method”.  Duncan goes into how advisors that are at the top build without the goal of building.  How advisors become attractive and why advisors should never ask for referrals to be a top tier advisor.  This was a great conversation and I hope you enjoy it and find it valuable!  Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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 approach. As they explore the comeback of in-person gatherings, Angela and Elyse share strategies for designing meaningful, memorable, and measurable client experiences. Listeners will … Continue reading The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66) →

Building meaningful client relationships is essential for long-term success in financial services. How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value? This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. They explore the significance of purpose in … Continue reading Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65) →

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast

Balancing client needs, industry best practices, and personal life can be challenging in financial services. How do you maintain integrity while fostering client relationships and achieving work-life balance? In this episode, Duncan MacPherson chats with Sybil Verch, wealth advisor, TV show host, and author. Together, they explore themes such as benevolence and charitable giving, the … Continue reading Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63) →

Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics? This week on The Always On Podcast, Duncan MacPherson sits down with Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast. The discussion pivots around the significance of client acquisition, growth, and productivity from the perspective of stewardship rather than … Continue reading Attract, Don't Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62) →

AI will not replace humans. It will replace humans who don't embrace AI. Ever-curious advisors committed to learning about AI's latest use cases are more likely to achieve professional contrast and elevate their client experience! To learn what's new with AI (especially for advisors), join Duncan MacPherson's conversation with Kevin Bishopp, Vice President and Performance … Continue reading AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61) →

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It's like having a free session on growth with one of the best coaches in the business.

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En los hermosos Alpes austriacos se encuentra un destino turístico muy singular y poco conocido, la única forma de llegar a este destino es en góndola, o si te sientes realmente motivado, en teoría podrías subir hasta allí, pero muy pocas personas hacen eso.  Una vez que llegas a este destino turístico, caminas sobre una línea de edificios, y de inmediato comienzas a ver todas estas señales de advertencia sobre esta área que te dicen que, si bien es impresionante y hermoso, también es muy peligroso. Hoy les voy a contar una historia de terror que sucedió en este lugar único, y asegúrate de quedarte hasta el final, porque en realidad hay dos giros inesperados al final de la historia.

Compártenos tu historia paranormal o sobrenatural por medio de codicecriptico@gmail.com