Podcast Episodes
Back to SearchThe Mystery of the Double A
Episode 99
Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls thi…
18 hours ago
The Future of Advisor Value with Matt Doran
Episode 98
Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligen…
3 weeks ago
Get Known or Get Left Behind with Mitch Slater
Episode 97
What if the single biggest threat to your practice isn’t the market, isn’t AI, and isn’t the competition? What if it’s simply being invisible?
Join D…
1 month, 1 week ago
The Hidden Cost of Serving Everyone
Episode 96
What if the biggest obstacle to growth isn't finding new clients, but trying to serve everyone the same way? With Duncan MacPherson away this week, …
2 months ago
The Future of Client Connection with Linda Sherman
Episode 95
What if the biggest opportunity in financial advice isn’t finding new clients, but going deeper with the ones you already have?
Join Duncan MacPherso…
2 months, 3 weeks ago
The Evolution of Financial Advice with Steve Sanduski
Episode 94
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 …
3 months, 1 week ago
The Hidden Growth Lever with Elaine Christakos
Episode 93
Duncan MacPherson is joined by Pareto coach and team dynamics specialist Elaine Christakos for a practical conversation on one of the most overlooked…
4 months ago
Wealth with a Purpose with Kimberly Safoyan
Episode 92
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 K…
4 months, 3 weeks ago
Why Elite Advisors Think Differently
Episode 91
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 coach…
5 months, 2 weeks ago
The Financial Advisor’s Long Game with Brad Johnson
Episode 90
What will separate the advisors who thrive over the next decade from those who get left behind?
Join Duncan as he sits down with Brad Johnson, co-fou…
6 months, 1 week ago