NextGen Advisor Excellence with Alex Murphy (Ep. 101)

What if the greatest test of your business isn’t how well it performs when you’re there, but how well it performs when you’re not? Scott Kline, a top-performing Edward Jones financial advisor in Grand Rapids, Michigan, found out the hard way. A few years ago, a life-changing health diagnosis forced him to cut his availability … Continue reading Creating a Practice Built to Last with Scott Kline (Ep. 103) →

Most advisors talk about alternative investments the way they’d talk about any new product: something to explain, justify, and hope the client buys into. Chris Reynolds says that’s exactly the wrong way to think about it. Chris has spent nearly three decades building one of the industry’s most respected investment firms and becoming, in Duncan’s … Continue reading Don’t Pitch It, Position It with Chris Reynolds (Ep. 102) →

The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back. As Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, Alex helped found Cedarwood in 2022 with a … Continue reading NextGen Advisor Excellence with Alex Murphy (Ep. 101) →

What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before money goes into motion. Join Duncan MacPherson for a milestone … Continue reading From Clients to Legacy with Chris Jeppesen (Ep. 100) →

Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the double A, and in this episode, he joins Duncan MacPherson to finally solve it. Join Duncan MacPherson for an in-depth conversation with Terry Gronbeck-Jones, a … Continue reading The Mystery of the Double A with Terry Gronbeck-Jones (Ep. 99) →

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) →

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) →

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) →

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) →

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) →