Podcast Episodes
Back to SearchAchieve Mastery of Family Dynamics With Jackie Wilke
As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road.
However, getting intr…
4 years, 7 months ago
Transitioning to a Multi-Family Office to Accelerate Your Growth With Chris Jeppesen
Have you ever had one of your best clients leave because they felt they outgrew you?
If yes, you are not alone! In fact, such high-net-worth clients …
4 years, 7 months ago
A Healthy Bench-strength: Actionable Steps To Improve Your Team’s Health With Jennifer Payeur
A health-conscious culture drives productivity, performance, and self-actualization for every member of your company.
In this podcast, Duncan speaks …
4 years, 8 months ago
How to Attract Business Owners With Tom Deans, Ph.D.
When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into…
4 years, 8 months ago
Outsourcing Your Wealth Management with Chris Garcia
What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience?
In this episode, Duncan has …
4 years, 9 months ago
What It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA®
What does it mean to be an advisor of the future? How can advisors become more productive over the next 10 years? What is your approach to client rel…
4 years, 9 months ago
Why You Should Be Podcasting with Matt Halloran
Episode 3
Podcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on wh…
4 years, 9 months ago
How to Achieve the Maximum Enterprise Value with Ted Jenkin
Episode 2
Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business?
In this episode Duncan MacP…
4 years, 9 months ago
What Separates the Best from the Rest with Chris Jeppesen
Episode 1
Over the last 18 months the best advisors have separated themselves from the rest, but how did they do it?
In this episode, Duncan MacPherson is join…
4 years, 9 months ago