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Always On for Financial Advisors

Always On for Financial Advisors

By: Duncan MacPherson
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For innovative, ambitious, and balanced business professionals.Copyright 2026© Always On for Financial Advisors Podcast with Duncan MacPherson Economics Management Management & Leadership Personal Finance
Episodes
  • Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

    Wealth with a Purpose with Kimberly Safoyan (Ep. 92)
    Mar 26 2026
    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, a 30-year financial advisor and owner of Anchor Wealth Management Group in Palm Desert, California. Kimberly shares how she has built a values-driven wealth management practice focused … Continue reading Wealth with a Purpose with Kimberly Safoyan (Ep. 92) →
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    54 mins
  • Why Elite Advisors Think Differently (Ep. 91)

    Why Elite Advisors Think Differently (Ep. 91)
    Mar 5 2026
    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 (Ep. 91) →
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    1 hr and 12 mins
  • The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)

    The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)
    Feb 12 2026
    What will separate the advisors who thrive over the next decade from those who get left behind? Join Duncan as he sits down with Brad Johnson, co-founder of Triad Partners and host of the Do Business. Do Life. podcast, for a wide-ranging conversation on what it truly takes to build a sustainable, future-ready advisory business. … Continue reading The Financial Advisor’s Long Game with Brad Johnson (Ep. 90) →
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    56 mins
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