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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
  • The Hidden Growth Lever with Elaine Christakos (Ep. 93)
    Apr 16 2026
    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 mins
  • 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, 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 mins
  • 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
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