Beyond The Trees

Cedarwood Financial Partners
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Faith. Family. Freedom. Fulfillment. A podcast by Cedarwood Financial Partners.

  1. Beyond the Trees S3 Ep 2: Redefining Success| With Duncan MacPherson

    May 5

    Beyond the Trees S3 Ep 2: Redefining Success| With Duncan MacPherson

    What does success actually look like for a financial advisor today? In this episode of Beyond the Trees, Alex Murphy sits down with Duncan MacPherson, CEO of Pareto Systems, to explore how the definition of success is shifting—from production and revenue to purpose, clarity, and fulfillment. They dive into how top advisors are simplifying their practices, strengthening client relationships, and building businesses that support their lives—not the other way around. From the Blue Square Method to the idea of “growing down to level up,” this conversation challenges conventional thinking and offers a more intentional path forward. Learn more about joining Cedarwood Financial Partners: https://www.cedarwoodfinancialpartners.com/

    41 min
  2. Beyond the Trees S3 Ep 1: Advisors Well-Being: | With Mark Tenenbaum, Ph.D.

    Apr 21

    Beyond the Trees S3 Ep 1: Advisors Well-Being: | With Mark Tenenbaum, Ph.D.

    What actually drives advisor well-being—and why does it matter more than ever? In this episode of Beyond the Trees, Alex Murphy sits down with Mark Tenenbaum, Ph.D. of Kitces.com and WealthCare Investment Partners to unpack the latest 2025 Advisor Well-Being Study and what it reveals about the future of the profession. They explore what’s behind the rise in advisor well-being, how autonomy and independence are reshaping the industry, and why some of the highest earners are also the most at risk of burnout. From team structure and technology to client load and career design, this conversation connects the data to real-world decisions advisors face every day. If you’re thinking about how to build a more sustainable, fulfilling practice—this is a conversation worth your time.

    39 min
  3. Year 3 in Review | With Cedarwood Financial Partners

    12/30/2025

    Year 3 in Review | With Cedarwood Financial Partners

    In this episode of Beyond the Trees, some of the Cedarwood Financial Partners team gather for a special Year 3 in Review. As we wrap up our third year, we take a deep look back at the journey that brought us here. We discuss the foundation built during our first two years and how those early lessons paved the way for the incredible growth we experienced in 2025. It hasn’t always been easy—the team opens up about some of the hardships and hurdles we’ve encountered along the way and the resilience required to stay true to our mission. Finally, we look ahead to the coming years and what our vision for the future means for our clients, advisors, and the communities they serve.

    22 min
  4. Blazing Your Own Trail | With Shelby Nicholl

    12/09/2025

    Blazing Your Own Trail | With Shelby Nicholl

    In this episode of Beyond the Trees, host Alex Murphy speaks with Shelby Nicholl, founder of Muriel Consulting, about the journey of financial advisors transitioning to independence. Shelby shares her insights on the importance of having a clear vision for one's practice, the misconceptions surrounding independence, and the critical factors for long-term success. They discuss the need for succession planning, common mistakes advisors make during transitions, and the steps to take when considering a move. The conversation also touches on recent industry changes and their implications for advisors.

    32 min
  5. From Realestate to Financial Planning: Shawn Derrick's Journey and the Value of Synergy

    11/20/2025

    From Realestate to Financial Planning: Shawn Derrick's Journey and the Value of Synergy

    In this episode of Beyond the Trees, Shawn Derrick joins us to share the story behind his journey—one shaped by math, music, marriage, and a deep commitment to helping people feel confident about their financial future. Shawn opens up about his rural roots, the unexpected path that led him into financial planning, and the pivotal lessons he learned from early business failures. He talks about the joy he finds in spreadsheets, why cash-flow clarity matters, and how understanding the “why” behind financial systems shapes the way he serves clients today. We also explore his transition into Cedarwood, the power of partnership, and how community and support have reshaped not just his business, but his overall fulfillment. Whether you’re an advisor, a client, or someone who loves a good resilience story, this conversation offers perspective, insight, and heart.

    36 min
  6. Beyond the Trees S2 Ep 3: Where Advisors Go Next | With Louis Diamond

    10/07/2025

    Beyond the Trees S2 Ep 3: Where Advisors Go Next | With Louis Diamond

    Louis Diamond of Diamond Consultants joins host Alex Murphy, COO of Cedarwood Financial Partners, for this new episode of Beyond the Trees to discuss where advisors go next in a rapidly evolving industry. They dive deep into the current landscape of the financial advisory world, focusing on the critical topics of recruiting, succession planning, and the future of wealth management. This conversation offers actionable insights for advisors navigating career transitions, preparing for the next generation, and adapting to the industry's changes. If you’re a financial advisor, planner, or someone interested in the future of financial advice, this discussion will give you a fresh perspective on the strategic moves and crucial decisions shaping the industry today. Learn more about joining Cedarwood Financial Partners: https://www.cedarwoodfinancialpartners.com/ ☎️ Contact Us: https://www.cedarwoodfinancialpartners.com/contact-us 🎙️ Listen To Our Podcast: https://www.youtube.com/watch?v=tYP2DrkTIF4&list=PLGRNuAIRmUD2mu7GBi8XMmObQzFNob-gG Our Services For: Individuals & Families 👉 https://www.cedarwoodfinancialpartners.com/individuals-families Businesses 👉 https://www.cedarwoodfinancialpartners.com/business-services Helpful Articles, Financial Calculators, & Market Updates: https://www.cedarwoodfinancialpartners.com/resources

    53 min
  7. Estate Planning for Advisors: What to know

    09/09/2025

    Estate Planning for Advisors: What to know

    Estate planning is hard to talk about, which is why most people avoid it. In this episode of Beyond the Trees, host Alex Murphy sits down with David Houghton, JD, CPWA®, to make the topic clear and useful for both advisors and clients. We dig into why only a third of Americans have an estate plan, simple ways advisors can start the conversation, and the documents every family should consider, including powers of attorney for young adults and plans for digital assets. David shares red flags that signal a review is due, how laws and portability changes affect older trusts, and a practical cadence for keeping plans current. We also talk about using content and LinkedIn to educate at scale and how advisors can stay in their lane while still adding real value.

    33 min
  8. AI for Advisors & the art of simplifying | With Kol Birke

    08/26/2025

    AI for Advisors & the art of simplifying | With Kol Birke

    Kol Birke joins Alex Murphy on Beyond the Trees Season 2 to explore how AI is transforming financial advising. They discuss what younger generations expect from their advisors, how technology can simplify without losing the human touch, and why thoughtful client experiences are key to building lasting trust and strong relationships.

    36 min
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About

Faith. Family. Freedom. Fulfillment. A podcast by Cedarwood Financial Partners.

Information

  • Creator
    Cedarwood Financial Partners
  • Years Active
    2024 - 2026
  • Episodes
    14