61 episodes

If you are committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced business professionals who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.

Always On with Duncan MacPherson Duncan MacPherson

    • Business
    • 5.0 • 6 Ratings

If you are committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced business professionals who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.

    AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61)

    AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 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 more likely to achieve professional contrast and elevate their client experience! To learn what’s new with AI (especially for advisors), join Duncan MacPherson’s conversation with Kevin Bishopp, Vice President and Performance … Continue reading AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61) →

    • 36 min
    Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)

    Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)

    Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning? Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree! In this enlightening and highly relevant episode, Duncan … Continue reading Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60) →

    • 50 min
    The Advisor of Tomorrow with Isaac Richard III (Ep. 59)

    The Advisor of Tomorrow with Isaac Richard III (Ep. 59)

    Newer advisors in the industry are always thinking of ways to not just survive but thrive. Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and succession plan. Let’s explore this transition to the next generation and how it coincides with a similar wealth transition among clients. In this episode, … Continue reading The Advisor of Tomorrow with Isaac Richard III (Ep. 59) →

    • 55 min
    Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58)

    Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58)

    Transitioning to another employee-model firm or launching an RIA firm can be daunting! Finding the right fit, adapting to the new environment, communicating the transition to your existing clients…there’s a lot to consider. Let’s break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With … Continue reading Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58) →

    • 59 min
    The Language of Referrals with Bill Cates (Ep. 57)

    The Language of Referrals with Bill Cates (Ep. 57)

    Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs? When asking for referrals, your words matter! Catch Duncan MacPherson’s conversation with Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the … Continue reading The Language of Referrals with Bill Cates (Ep. 57) →

    • 59 min
    Transitioning Next-Gen Wealth with Tom Deans (Ep. 56)

    Transitioning Next-Gen Wealth with Tom Deans (Ep. 56)

    The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners. As their advisor, how can you help prepare their heirs and transition wealth smoothly? Find out as Duncan MacPherson speaks with Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and … Continue reading Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) →

    • 49 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

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