Podcast Episodes
Back to SearchAI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp
Episode 69
In this episode, Duncan MacPherson and Kevin Bishopp dive deep into how artificial intelligence is reshaping the financial services industry. From op…
1 year, 8 months ago
Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond
Episode 68
In this episode, Duncan MacPherson sits down with Mindy Diamond, founder and CEO of Diamond Consultants, to explore the pivotal question every adviso…
1 year, 9 months ago
Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin
Episode 67
Join host Duncan MacPherson as welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Toget…
1 year, 9 months ago
The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner
Episode 66
Duncan MacPherson sits down with Angela York and Elyse Stoner from Event Advisors to discuss the lost art of client events and how financial professi…
1 year, 9 months ago
Purpose-Driven Practice: Elevating Client Experiences with Rob Brown
Episode 65
Building meaningful client relationships is essential for long-term success in financial services.
How can you enhance client experiences and ensure …
1 year, 10 months ago
The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell
Episode 65
Join Duncan as he sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the power of personalized gratitude in building lasting client…
1 year, 11 months ago
Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch
Episode 60
Balancing client needs, industry best practices, and personal life can be challenging in financial services.
How do you maintain integrity while fost…
1 year, 11 months ago
Attract, Don't Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford
Episode 62
Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics?
This week on The Always On Podcast, Duncan MacPh…
2 years ago
AI Insights and Breakthroughs - Especially for Financial Advisors! with Kevin Bishopp
Episode 61
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 …
2 years, 1 month ago
Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke
Episode 60
Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning?
Remember, it’s not your cli…
2 years, 1 month ago