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Always On for Financial Advisors Podcast

Always On for Financial Advisors Podcast

By: Duncan MacPherson
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A financial advisor podcast for advisors committed to plateau avoidance, hosted by Pareto Systems CEO Duncan MacPhersonCopyright 2026© Always On for Financial Advisors Podcast with Duncan MacPherson Career Success Economics Management Management & Leadership Personal Finance
Episodes
  • The Hidden Cost of Serving Everyone (Ep. 96)

    The Hidden Cost of Serving Everyone (Ep. 96)
    Jun 18 2026
    The Hidden Cost of Serving Everyone Ep. 96 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 … Continue reading The Hidden Cost of Serving Everyone (Ep. 96) →
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    53 mins
  • The Future of Client Connection with Linda Sherman (Ep. 95)

    The Future of Client Connection with Linda Sherman (Ep. 95)
    May 28 2026
    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 hr and 3 mins
  • The Evolution of Financial Advice with Steve Sanduski (Ep. 94)

    The Evolution of Financial Advice with Steve Sanduski (Ep. 94)
    May 7 2026
    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 mins
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