32 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 • 3 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.

    The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)

    The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)

    The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.” If you want to become the advisor of the future and avoid a growth plateau, it’s important to strive for Kaizen. In this episode, Duncan MacPherson speaks with Thane Stenner, CIM®, FCSI®, senior portfolio manager and senior wealth advisor at Stenner Wealth … Continue reading The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31) →

    • 1 hr
    The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)

    The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)

    If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience that extends beyond financial expertise. This includes being highly process-driven, keeping up with clients’ evolving needs, improving communication, and more. In this episode, Duncan MacPherson speaks with Mike “Cy” Cajthaml Jr., a business consultant at … Continue reading The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30) →

    • 58 min
    Finish Strong in 2022 (Ep. 29)

    Finish Strong in 2022 (Ep. 29)

    Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build momentum and prepare to fast-track success in the New Year. In this episode, Duncan MacPherson highlights four key steps financial professionals should take to maximize their client … Continue reading Finish Strong in 2022 (Ep. 29) →

    • 42 min
    Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)

    Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)

    There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process. Adding a coaching dynamic to your practice can help you win and retain clients in the long run. In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share … Continue reading Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28) →

    • 54 min
    How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27)

    How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27)

    Purchasing power, operational processes, client experience, core values…There are several nuances you might consider while screening potential buyers/sellers. Such due diligence is key to finding your ideal match in M&A. In this episode, Duncan MacPherson talks to Katie Bruner, managing partner at SkyView Partners. They share the ultimate “acquisition checklist” that helps buyers in winning … Continue reading How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27) →

    • 50 min
    The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)

    The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)

    When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the three E’s of successfully liquidating a business. They highlight steps advisors must take … Continue reading The Art and Science of Exit Planning with Ted Jenkin (Ep. 26) →

    • 40 min

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