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Always On for Financial Advisors

Always On for Financial Advisors

著者： Duncan MacPherson
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For innovative, ambitious, and balanced business professionals.Copyright 2026© Always On for Financial Advisors Podcast with Duncan MacPherson マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • The Evolution of Financial Advice with Steve Sanduski (Ep. 94)

    The Evolution of Financial Advice with Steve Sanduski (Ep. 94)
    2026/05/07
    Your clients don’t want a portfolio manager. They want someone who’ll catch them when they fall. That’s the truth most advisors are too busy chasing alpha to hear, and it’s exactly why Duncan MacPherson sits down with industry legend Steve Sandusky in this episode. Steve climbs mountains, and he’s spent decades teaching advisors that the … Continue reading The Evolution of Financial Advice with Steve Sanduski (Ep. 94) →
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    59 分
  • The Hidden Growth Lever with Elaine Christakos (Ep. 93)

    The Hidden Growth Lever with Elaine Christakos (Ep. 93)
    2026/04/16
    Duncan MacPherson is joined by Pareto coach and team dynamics specialist Elaine Christakos for a practical conversation on one of the most overlooked drivers of growth in financial advisory businesses: building and leading a high-performing team. Together, they explore the shift from advisor to CEO, where leadership, delegation, and structure become the real drivers of … Continue reading The Hidden Growth Lever with Elaine Christakos (Ep. 93) →
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    57 分
  • Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

    Wealth with a Purpose with Kimberly Safoyan (Ep. 92)
    2026/03/26
    What does it look like when a financial advisor builds a practice around purpose, not just profit? Join host Duncan MacPherson as he sits down with Kimberly Safoyan, founder of Anchor Wealth Management Group in Palm Desert, California, and a seasoned advisor within The Wealth Consulting Group (WCG), affiliated with LPL Financial. Kimberly shares how … Continue reading Wealth with a Purpose with Kimberly Safoyan (Ep. 92) →
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    54 分
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