Podcasts about Duncan Macpherson

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.

Transitioning to another employee-model firm or launching an RIA firm can be daunting! Finding the right fit, adapting to the new environment, communicating the transition to your existing clients…there's a lot to consider. Let's break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With … Continue reading Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58) →

In dieser Episode folgen wir der Geschichte von Duncan MacPherson, einem kanadischen Eishockeyspieler, der nach Verletzungen seine Karriere beenden musste. Bevor er seinen neuen Job in Schottland antritt, begibt er sich auf eine Europareise. Als die Kommunikation plötzlich abbricht, gerät seine Familie in Panik und sucht verzweifelt nach ihm. Trotz der Abweisung durch die Polizei geben sie nicht auf. Nach Wochen intensiver Suche und einem glücklichen Zufall kommen sie einem Hinweis auf Duncans Aufenthaltsort näher, der sie zu einem Skigebiet am Fuße des Stubaier Gletschers führt. Was ist mit Duncan passiert?

The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners. As their advisor, how can you help prepare their heirs and transition wealth smoothly? Find out as Duncan MacPherson speaks with Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family's Business” and … Continue reading Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) →

With messaging, the key is brevity, specificity, and proprietary. You must choose your target audience, personalize your marketing to resonate with them, walk them through a proprietary process, and share their experience using effective testimonials! Learn more about elevating your brand in this episode, as Duncan MacPherson speaks with Seth Diener, owner of Diener Money … Continue reading The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55) →

Want to receive maximum value for the business you've worked so hard to build? The key lies in being proactive with your exit strategy. Dive into a thought-provoking conversation between Duncan MacPherson and returning guest Ted Jenkin, CEO of oXYGen Financial and president of Exit Stage Left Advisors. Together, they uncover practical insights to streamline … Continue reading Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) →

We are back from our hiatus with the grim story of Duncan MacPherson. Warning: there are parts of this episode that describe injuries that may be upsetting to some people.

The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived value. Plus, the complexities of relationship management may be amplified in a B2B upscaling model. In this episode, Duncan MacPherson speaks with Bill Sowell, CEO of Sowell Management, about the distinction between salesmanship and … Continue reading From Organic to Scalable Growth with Bill Sowell (Ep. 51) →

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In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients. In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from … Continue reading Timely and Timeless Best Practices with Chris Jeppesen (Ep. 50) →

For years, financial advisors saw themselves as brokers, being mostly transactional and product-driven. Today, advisors wear many hats. It's no longer just a book of business, but an actual business! In this episode, Duncan MacPherson joins Max Winthrop, CEO, and Lucas Winthrop, COO, of Winthrop Wealth and long-time clients of Pareto Systems. They emphasize the … Continue reading Embracing the C-Suite with Max and Lucas Winthrop (Ep. 49) →

Have you ever stepped into your clients' shoes to see your business from their point of view? Understanding how they perceive your value is key to building lasting relationships. In this episode, Duncan MacPherson engages in a thought-provoking conversation with Steve Phillips, Chief Practice Management and Development Officer at USA Financial and a consultant at … Continue reading Make Your Clients The Voice With Steve Phillips (Ep. 48) →

Advisors, are you looking for ways to rejuvenate your client relationships? Creating a meaningful impact in their lives is only a part of it. It's equally important that your clients know (and appreciate) your value and process! In this episode, Duncan MacPherson joins Matt Cardella, a financial advisor at Raymond James. Matt shares how his … Continue reading Rejuvenating Client Relationships with Matt Cardella (Ep. 47) →

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

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement! In this episode, Duncan MacPherson joins Jeff Savlov, family business and wealth consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in … Continue reading Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov (Ep. 46) →

People are bombarded with hundreds of emails and messages daily. In a world dominated by digital communication, you need to do something that stops your clients in their tracks. You have to snap them out of the trance… But how? In this episode, Duncan MacPherson joins Cathi Durrell, owner of Lavish Cards, to discuss how … Continue reading One Good Idea to Build Strong Client Relationships with Cathi Durrell (Ep. 45) →

Selling a business is a once-in-a-lifetime opportunity for many advisors. Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterprise value, and leave your clients in good hands? In this episode, Duncan MacPherson interviews Martin Luc Derome, president of Queenston. Specializing … Continue reading Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome (Ep. 44) →

Today, financial professionals have to wear many hats, one of which involves providing emotional support to clients. It has become an invaluable part of the advisor-client relationship! In this revealing and thought-provoking podcast, Duncan MacPherson speaks with Dr. Betsy Guerra, a bilingual keynote speaker, psychotherapist, coach, and author of Hurt 2 Hope: Heal the Pain … Continue reading Elevating Relationship Management and Emotional Intelligence with Dr. Betsy Guerra (Ep. 43) →

As a financial professional, are you working in your business, or are you working on your business?  Today we are joined again by renowned professional coach and author, Duncan McPherson.  Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen.  The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well.  Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems.  Okay, let's get started and learn more about the Blue Square Method!   https://www.linkedin.com/in/duncanmacpherson/ https://www.thebluesquaremethod.com/ https://www.paretosystems.com/  

The Power of Partial Sale for Financial Advisors' Business Transition In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future.  Discover how this unique strategy not … Continue reading Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42) →

Do you want to attract, engage, and retain clients without having to spend too much time on tedious marketing tasks? In this episode, Duncan MacPherson speaks with Kevin Mulhern, CEO and co-founder of AdvisorStream, a digital marketing platform for financial advisors. They talk about making small tweaks to achieve organic growth, focusing on relationship management … Continue reading Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern (Ep. 41) →

The biggest value-add advisors offer to their clients does not lie in the rates of return or complex financial reports. It lies in the advisor-client relationship! In this episode, Duncan MacPherson speaks with Tyson Ray, CFP®, CExP®, CIMA®, founding partner at FORM Wealth Advisors, about the concept of Total Relationship and how it can help … Continue reading The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray (Ep. 40) →

Are you 10 years or less from selling your practice? If so, now is the time to start thinking about your succession plan so you can maximize your life's work (i.e., your business valuation). In this episode, Duncan MacPherson speaks with Sherri Palle, business consultant and coach at Pareto Systems, about how business owners can … Continue reading How to Maximize Your Life's Work with Sherri Palle (Ep. 39) →

Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and … Continue reading Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38) →

Sometimes, the best way to grow upmarket is to “grow down” or right-size your business. This can require advisors to adopt changes that seem counterintuitive at first — such as disassociating from certain clients. In this episode, Duncan MacPherson talks to Terry Gronbeck-Jones, co-founder of Mindset Consulting and a business development consultant at Pareto Systems. … Continue reading Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones (Ep 37) →

There is a simple mantra in business: Every business is built to be sold. Whether you plan to exit in the next 18 months or after 10 years, it is important to know your options so you can achieve the best possible outcome. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen … Continue reading The Anatomy of an Offer With Ted Jenkin (Ep. 35) →

Video marketing is revolutionizing the way advisors connect with clients and prospects. However, getting in front of the camera can feel terrifying for some people. For others, it might just seem like “a lot of work.” But not anymore. In this episode, Duncan MacPherson speaks with Katie Braden, CFP®, founder and chief video officer at … Continue reading Building Relationships through Video With Katie Braden (Ep. 34) →

The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization like never before! As a result, coasting is not an option moving forward. It's either climbing or fading to irrelevance. In this episode, Duncan MacPherson speaks with Chris Jeppesen, chief of advisory practices at … Continue reading Enough Coasting. Now's the Time To Climb! With Chris Jeppesen (Ep. 33) →

Taking your practice management to the next level, nurturing your organizational culture, and improving client experiences might require switching your mindset from advisor to CEO. In this episode, Duncan MacPherson speaks with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust, about the art and science of practice management … Continue reading The Art and Science of Practice Management With Kevin Bishopp (Ep. 32) →