Always On for Financial Advisors

Duncan MacPherson
  • 0.0 (0)
  • MANAGEMENT
  • UPDATED BIWEEKLY

For innovative, ambitious, and balanced business professionals.

  1. FEB 12

    The Financial Advisor’s Long Game with Brad Johnson

    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-founder of Triad Partners and host of the Do Business. Do Life. podcast, for a wide-ranging conversation on what it truly takes to build a sustainable, future-ready advisory business. … Continue reading The Financial Advisor’s Long Game with Brad Johnson (Ep. 90) →

    56 min

  2. JAN 22

    How to Win Liquidity Events with Roger Silk

    What if your client could sell a highly appreciated asset without triggering capital gains tax? And what if you were the advisor who made that possible? In this episode of the “Always On Podcast,” host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role … Continue reading How to Win Liquidity Events with Roger Silk (Ep. 89) →

    55 min

  3. JAN 1

    The Financial Advisor’s Blind Spot with Natasha Kennedy

    Nearly 90% of heirs leave their parents’ financial advisor. The real risk in the Great Wealth Transfer is not market volatility. It is irrelevance. Join Duncan MacPherson as he speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →

    51 min

  4. 12/11/2025

    Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner

    In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today’s advisory landscape, how … Continue reading Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) →

    57 min

  5. 11/20/2025

    Moving Upstream: Scaling Up Your Business with Robert Montella

    Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →

    52 min

  6. 10/30/2025

    Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa

    In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping financial advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking … Continue reading Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85) →

    1h 8m

  7. 10/09/2025

    Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose

    In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose to discuss the “advisor flight plan.” This strategic framework is designed to help financial advisors transition smoothly to new environments. Jeff shares his expertise on the evolving financial landscape and the importance of aligning professional settings with personal and … Continue reading Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84) →

    59 min

  8. 09/18/2025

    AI-Powered Leadership for Advisors: Habits, Culture, and Workflows

    In this Always On episode, Duncan MacPherson and Chris Jeppesen, Chief of Advisory Practices at First Trust, cut through the noise to show how modern financial advisory leadership blends clear operating rhythm, role clarity, and intentional culture, with AI as a practical tool to compress research, sharpen meeting prep, and turn ideas from books like … Continue reading AI-Powered Leadership for Financial Advisors: Habits, Culture, and Workflows (Ep. 83) →

    56 min
See All (90)

About

For innovative, ambitious, and balanced business professionals.

Information

  • Creator
    Duncan MacPherson
  • Years Active
    2025 - 2026
  • Episodes
    90
  • Rating
    Clean
  • Copyright
    Copyright 2026© Always On for Financial Advisors Podcast with Duncan MacPherson
  • Show Website
    Always On for Financial Advisors