Episodes

  • How to Win Liquidity Events with Roger Silk (Ep. 89)

    How to Win Liquidity Events with Roger Silk (Ep. 89)
    Jan 22 2026
    In this episode of the “Always On Podcast,” host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role of financial advisors and the increasingly complex needs of high-net-worth clients. As financial landscapes shift, advisors must adapt to new challenges and opportunities, particularly when it … Continue reading How to Win Liquidity Events with Roger Silk (Ep. 89) →
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    55 mins
  • The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)

    The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)
    Jan 1 2026
    In this episode of the Always On Podcast, Duncan MacPherson speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. Natasha breaks down why most heirs ultimately leave their parents’ advisor, how silence and avoidance around legacy planning erode … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →
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    51 mins
  • Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)

    Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87)
    Dec 11 2025
    In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today’s advisory landscape, how … Continue reading Built to Sell: The Financial Advisor’s M&A Playbook with Scott Danner (Ep. 87) →
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    57 mins
  • Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)

    Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86)
    Nov 20 2025
    Join host Duncan MacPherson and his guest Rob Montella of First Trust as they discuss moving upstream in client engagement, emphasizing the need to understand client needs and enhance services through advisory councils. Rob shares insights from his time at Goldman Sachs and First Trust, highlighting the importance of adapting strategies for high-net-worth clients. Rob … Continue reading Moving Upstream: Scaling Up Your Business with Robert Montella (Ep. 86) →
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    52 mins
  • Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85)

    Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85)
    Oct 30 2025
    In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space. Frank shares his experience helping financial advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking … Continue reading Be a Business Owner, Not Just a Financial Advisor with Frank LaRosa (Ep. 85) →
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    1 hr and 8 mins
  • Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84)

    Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84)
    Oct 9 2025
    In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose to discuss the “advisor flight plan.” This strategic framework is designed to help financial advisors transition smoothly to new environments. Jeff shares his expertise on the evolving financial landscape and the importance of aligning professional settings with personal and … Continue reading Navigating Transitions: The Financial Advisor Flight Plan with Jeff Ambrose (Ep. 84) →
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    59 mins
  • AI-Powered Leadership for Financial Advisors: Habits, Culture, and Workflows (Ep. 83)

    AI-Powered Leadership for Financial Advisors: Habits, Culture, and Workflows (Ep. 83)
    Sep 18 2025
    In this Always On episode, Duncan MacPherson and Chris Jeppesen, Chief of Advisory Practices at First Trust, cut through the noise to show how modern financial advisory leadership blends clear operating rhythm, role clarity, and intentional culture, with AI as a practical tool to compress research, sharpen meeting prep, and turn ideas from books like … Continue reading AI-Powered Leadership for Financial Advisors: Habits, Culture, and Workflows (Ep. 83) →
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    56 mins
  • The Mentor-Protégé Dynamic: Building the Financial Advisor of the Future with Sten Morgan (Ep. 82)

    The Mentor-Protégé Dynamic: Building the Financial Advisor of the Future with Sten Morgan (Ep. 82)
    Aug 28 2025
    In this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his … Continue reading The Mentor-Protégé Dynamic: Building the Financial Advisor of the Future with Sten Morgan (Ep. 82) →
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    1 hr and 5 mins