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  • The Future of Advisor Value with Matt Doran (Ep. 98)

    The Future of Advisor Value with Matt Doran (Ep. 98)
    2026/07/30
    Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alternative investments. Duncan MacPherson calls them the two AIs, and in this episode, he and Matt Doran break down exactly what each one means for the future of advisor value. … Continue reading The Future of Advisor Value with Matt Doran (Ep. 98) →
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    1 時間 15 分
  • Get Known or Get Left Behind with Mitch Slater (Ep. 97)

    Get Known or Get Left Behind with Mitch Slater (Ep. 97)
    2026/07/09
    What if the single biggest threat to your practice isn’t the market, isn’t AI, and isn’t the competition? What if it’s simply being invisible? Join Duncan MacPherson for an in-depth conversation with Mitch Slater, Executive Director of Digital Communications at UBS and self-described Chief Visibility Officer. With a career that began working alongside Larry King … Continue reading Get Known or Get Left Behind with Mitch Slater (Ep. 97) →
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    1 時間 4 分
  • The Hidden Cost of Serving Everyone with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 96)

    The Hidden Cost of Serving Everyone with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 96)
    2026/06/18
    What if the biggest obstacle to growth isn’t finding new clients, but trying to serve everyone the same way? With Duncan MacPherson away this week, Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. take the mic for a practical conversation on one of the most common challenges facing financial advisors today: overwhelm. Drawing on … Continue reading The Hidden Cost of Serving Everyone with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 96) →
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    53 分
  • The Future of Client Connection with Linda Sherman (Ep. 95)

    The Future of Client Connection with Linda Sherman (Ep. 95)
    2026/05/28
    What if the biggest opportunity in financial advice isn’t finding new clients, but going deeper with the ones you already have? Join Duncan MacPherson as he sits down with Linda Sherman, co-founder of Financially Empowered and creator of the “Go There, Ask Her” strategy, to talk about why so many female clients feel disconnected from … Continue reading The Future of Client Connection with Linda Sherman (Ep. 95) →
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    1 時間 3 分
  • 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
  • Why Elite Advisors Think Differently with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 91)

    Why Elite Advisors Think Differently with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 91)
    2026/03/05
    Most financial advisors are really good at their job, and that might be exactly what’s holding them back! Duncan MacPherson is joined by Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. for a candid, high-level conversation on what the best financial advisors are doing right now to stay ahead in a rapidly evolving industry. … Continue reading Why Elite Advisors Think Differently with Jason Westover and Mike “Cy” Cajthaml Jr. (Ep. 91) →
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    1 時間 12 分