Always On for Financial Advisors Podcast

Publicly listed emails

corporate@paretosystems.com

podcast@paretosystems.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

NextGen Advisor Excellence with Alex Murphy (Ep. 101)

October 01, 2026

The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back. As Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, Alex helped found Cedarwood in 2022 with a vision to bring a family-focused approach to business and life. That philosophy shows up everywhere in his work, from how he mentors advisors just starting out to how he...

From Clients to Legacy with Chris Jeppesen (Ep. 100)

September 10, 2026

What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before money goes into motion. Join Duncan MacPherson for a milestone conversation with Chris Jeppesen, head of the advisor consulting group at First Trust Portfolios and, fittingly, the very first g...

The Mystery of the Double A with Terry Gronbeck-Jones (Ep. 99)

August 20, 2026

Why do some of your best clients, the ones with real revenue and a great attitude, never actually refer you to anyone? Terry Gronbeck-Jones calls this the mystery of the double A, and in this episode, he joins Duncan MacPherson to finally solve it. Join Duncan MacPherson for an in-depth conversation with Terry Gronbeck-Jones, a business development consultant who has been coaching financial advisory teams since the late 1990s, the majority of that time spent at Pareto Systems. Terry and Dunca...

How do I get in touch with Always On for Financial Advisors Podcast?

Always On for Financial Advisors Podcast is hosted by Duncan MacPherson. Its publicly listed emails are corporate@paretosystems.com and podcast@paretosystems.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Always On for Financial Advisors Podcast?

The publicly listed emails for Always On for Financial Advisors Podcast: corporate@paretosystems.com and podcast@paretosystems.com.

How many listeners does Always On for Financial Advisors Podcast have?

Podseeker estimates Always On for Financial Advisors Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Always On for Financial Advisors Podcast?

Always On for Financial Advisors Podcast typically books industry leaders. Typical guest background: Experienced financial-services executives, financial advisors, advisor coaches, wealth-management consultants, and specialists in planning, marketing, technology, or business development. Strong candidates typically hold senior industry roles, have decades of relevant experience, have authored professional books, or speak regularly at advisor conferences. Common among recent guests: Senior leadership in wealth management or financial services; Decades of experience advising or coaching financial professionals; Authorship of professional books. Recent guests include Chris Jeppesen, Terry Gronbeck-Jones, and Matt Doran.

How hard is it to get booked on Always On for Financial Advisors Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Always On for Financial Advisors Podcast cover?

Recent episodes cover Financial Advisors, Practice Management, Wealth Management, Business Development, and Alternative Investments. Pitch an idea tied to one of these topics and mention a recent episode.