Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing? Videos can help you with client acquisition, establishing credibility, branding, and much more! In this episode, Duncan MacPherson speaks with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter. They explore the power … Continue reading The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula (Ep. 19) ...
May 12, 2022•1 hr 5 min
Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done. On This episode of Always on, Duncan MacPherson is joined by Julia Norman, Associate Lawyer at Pushor Mitchell LLP, who specializes in estate planning. She shares insights and tips on how to navigate your … Continue reading Dynastic Drivers in Estate Planning with Julia Norman (Ep 18) →...
Apr 28, 2022•47 min
Join David Rutherford, a highly sought-after performance coach who combines immutable principles drawn from his intense experience in the Navy SEAL community along with actionable strategies from the world of business development and entrepreneurship. His client list is a who’s who in corporate America as well as champion amateur and professional sports teams. Along with … Continue reading Find Another Gear with David Rutherford (Ep 17) →...
Apr 14, 2022•1 hr 29 min
The business world is forever evolving. Even the disruption of the last two years was only able to slow it down for a short time.. In this episode, Duncan MacPherson meets with Vice President and Performance Coach Kevin Bishopp for the Advisor Consulting Group at First Trust Portfolios. They discuss the growth in the business … Continue reading New Perspectives on Growth with Kevin Bishopp (Ep 16) →...
Mar 31, 2022•1 hr 10 min
Content marketing is a powerful way to thrive in the expertise economy. Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable. In this episode, Duncan MacPherson is joined by Matt Halloran, Chief Relationship Officer and partner at ProudMouth, to explore the power of content marketing. They … Continue reading Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15) →...
Mar 24, 2022•56 min
When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong. However, what if there was another way to fire someone without it being a negative experience? In this episode, Duncan MacPherson joins Randy Schwantz, Owner of The Wedge Group. They talk about how … Continue reading How To Get Your Competition Fired With Randy Schwantz (Ep. 14) →...
Mar 17, 2022•54 min
When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format? Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when … Continue reading Built to be Sold with Ted Jenkin (Ep. 13) →
Mar 03, 2022•43 min
When your clients undergo a major liquidity event, they often expect a lot more from you than simply “investing” their newfound wealth. That’s why it’s crucial to build a bench strength that serves your clients at all levels! In this episode, Duncan joins Scott Hamilton, a master coach to financial advisors and part of the … Continue reading A Brand Within a Brand – The Multi-Family Office with Scott Hamilton (Ep. 12) →...
Feb 17, 2022•46 min
Advisors often get asked by clients, “What will happen to me when you’re not around?” If you don’t have an answer to it, it’s a sign to start your succession planning. In this episode, Duncan joins Levi McMellian, CPA, AIF®, CEO, executive director, and founding partner at CFO4Life to uncover the secret to building a … Continue reading How To Become an Advisor for Life with Levi McMellian (Ep. 11) →...
Feb 03, 2022•37 min
The financial world is very male-dominated, often leaving female advisors feeling outnumbered and undervalued. Sherri Palle and Elaine Christakos, long-time financial professionals, Pareto Systems’ Business Coaches, and financial women’s advocates know this first hand. In this episode, Duncan talks to Sherri and Elaine about their company, The Women are Here, how they strive to help … Continue reading Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos →...
Jan 20, 2022•51 min
As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients … Continue reading Achieve Mastery of Family Dynamics With Jackie Wilke →...
Jan 06, 2022•1 hr 1 min
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 often leave in search of a turnkey, tethered solution. In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why … Continue reading Transitioning to a Multi-Family Office to Accelerate Your Growth With Chris Jeppesen →...
Dec 23, 2021•52 min
A health-conscious culture drives productivity, performance, and self-actualization for every member of your company. In this podcast, Duncan speaks with Jennifer Payeur, the CEO of Nature-Provides and an entrepreneur focused on health and wellness. Drawing from personal health struggles and her holistic healing experience, Jennifer reveals ways to help you and your team proactively build … Continue reading A Healthy Bench-strength: Actionable Steps To Improve Your Team’s Health With Jennifer Pa...
Dec 09, 2021•44 min
When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan—and they need an expert to help them develop that plan. In this podcast, Duncan is joined by special guest Tom Deans, Ph.D., intergenerational wealth expert, … Continue reading How to Attract Business Owners With Tom Deans, Ph.D. →...
Nov 25, 2021•49 min
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 a conversation with Chris Garcia, CEO of the Azimont Group. They discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, … Continue reading Outsourcing Your Wealth Management with Chris Garcia →...
Nov 11, 2021•58 min
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 relationships? In this episode, Duncan MacPherson is joined by Tyson Jon Ray CFP®, CIMA®, CEO of FORM Wealth. They cover a lot of ground including how to … Continue reading What It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA® →...
Oct 28, 2021•1 hr 9 min
Podcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying. In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their … Continue reading Why You Should Be Podcasting With Matt Halloran →...
Oct 28, 2021•22 min
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 MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get … Continue reading How to Achieve the Maximum Enterprise Value With Ted Jenkin →...
Oct 28, 2021•1 hr 7 min
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 joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves … Continue reading What Separates the Best from the Rest With Chris Jeppesen →...
Oct 28, 2021•46 min
Oct 19, 2021•35 sec
