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Always On with Duncan MacPherson

Always On with Duncan MacPherson

Por: Duncan MacPherson

For innovative, ambitious, and balanced business professionals.

88 episodios disponibles

Latest episodes of the podcast Always On with Duncan MacPherson

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Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond (Ep. 68) 21/11/2024

Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) 07/11/2024

The Lost Art of Client Events – Creating Unforgettable Moments with Angela York & Elyse Stoner (Ep. 66) 24/10/2024

Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65) 03/10/2024

The Power of Personalized Gratitude: Building Client Loyalty with Cathi Durrell (Ep. 64) 19/09/2024

Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63) 29/08/2024

Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62) 08/08/2024

AI Insights and Breakthroughs — Especially for Advisors! with Kevin Bishopp (Ep. 61) 18/07/2024

Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60) 27/06/2024

The Advisor of Tomorrow with Isaac Richard III (Ep. 59) 06/06/2024

Finding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58) 16/05/2024

The Language of Referrals with Bill Cates (Ep. 57) 25/04/2024

Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) 04/04/2024

The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch (Ep. 55) 14/03/2024

Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) 22/02/2024

Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr. (Ep. 53) 01/02/2024

Harness the Power of AI: Game-Changing Strategies for Modern Advisors with Craig Kirkpatrick (Ep. 52) 11/01/2024

From Organic to Scalable Growth with Bill Sowell (Ep. 51) 28/12/2023

Timely and Timeless Best Practices with Chris Jeppesen (Ep. 50) 07/12/2023

Embracing the C-Suite with Max and Lucas Winthrop (Ep. 49) 16/11/2023

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