Episodes

  • Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)

    Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76)
    Apr 24 2025
    In this episode of Always On, Duncan MacPherson welcomes back Chris Jeppesen, Chief of Advisory Practices at First Trust, for a timely conversation rooted in real-world field experience. As volatility continues to test the industry, the best financial advisors aren’t retreating, they’re leaning in. Duncan and Chris unpack how the most effective teams are embracing … Continue reading Volatility, Value, and Vision: How Leading Advisors Are Winning in Changing Times (Ep. 76) →
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    1 hr and 2 mins
  • Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)

    Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75)
    Apr 3 2025
    In this episode, Duncan sits down with Dr. Amy D’Aprix, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies to talk about how financial professionals can go beyond the numbers and deepen their client relationships. Amy has spent decades helping advisors bring more empathy, purpose, and relevance into their process. Our … Continue reading Bridging Money and Meaning: Dr. Amy D’Aprix on Purpose-Driven Financial Advice (Ep. 75) →
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    53 mins
  • Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)

    Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)
    Mar 13 2025
    In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale their businesses, optimize referrals, and maximize enterprise value for a successful exit. In this episode, you’ll learn: The three-phase approach to business growth: survival, … Continue reading Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74) →
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    1 hr and 16 mins
  • Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)

    Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)
    Feb 20 2025
    In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the “Small Steps, Big Wins” podcast. Paul shares insights into cultivating a growth mindset, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to … Continue reading Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73) →
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    52 mins
  • Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)

    Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)
    Jan 30 2025
    In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization strategies for financial advisors, offering insights into minimizing tax burdens, enhancing practice efficiency, and unlocking enterprise value. Key takeaways from this conversation include: Tax Efficiency as a Strategic Lever: How optimizing your tax approach … Continue reading Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72) →
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    52 mins
  • Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)

    Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71)
    Jan 9 2025
    In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families … Continue reading Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber (Ep. 71) →
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    44 mins
  • Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)

    Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)
    Dec 19 2024
    In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP®, Esq., AIF®, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to … Continue reading Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70) →
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    57 mins
  • AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69)

    AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69)
    Dec 5 2024
    In this episode, Duncan MacPherson and Kevin Bishopp dive deep into how artificial intelligence is reshaping the financial services industry. From optimizing client communication to enhancing business efficiency, they unpack the immense potential AI offers to financial professionals. This forward-thinking discussion explores practical steps advisors can take to integrate AI tools into their practices and … Continue reading AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp (Ep. 69) →
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    1 hr and 3 mins
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