Podcast Episodes
Back to SearchScalable by Design: Lessons in Intentional Growth with Jimmy Lee
Episode 79
Explore the intersection of leadership, scalability, and client impact through Duncan MacPherson’s compelling conversation with Jimmy Lee, Founder an…
1 year, 1 month ago
Engineering a Sale-Ready Business with Eric Boyce and Kelly Griggs
Episode 78
What if your business could grow, evolve, and even be sold… without being dependent on you?
That’s exactly what Eric Boyce and Kelly Griggs of Boyce …
1 year, 2 months ago
The Power of Reviews: Unlocking Advocacy and Compliance with Whit Lanier
Episode 77
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 …
1 year, 3 months ago
Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times
Episode 76
In this episode of Always On, Duncan MacPherson welcomes back Chris Jeppesen, Chief of Advisory Practices at First Trust, for a timely conversation r…
1 year, 3 months ago
Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice
Episode 75
In this episode, Duncan sits down with Dr. Amy D’Aprix, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Stra…
1 year, 4 months ago
Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi
Episode 74
In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the esse…
1 year, 5 months ago
Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins
Episode 73
In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the “Small Steps, Big Wins” podcast. Paul share…
1 year, 6 months ago
Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall
Episode 72
In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization s…
1 year, 6 months ago
Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber
Episode 71
In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inh…
1 year, 7 months ago
Making the American Dream a Reality: A Conversation with Sathya Chey Patterson
Episode 70
In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP®, Esq.…
1 year, 8 months ago