Beste Duncan MacPherson Podcasts (2024)

1
Episode 202 [Part 1-3]: Duncan MacPherson - Canadian Athlete Found Dead On Austrian Mountain 0:35

29d ago0:35

0:35

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Knight Colman: Leading the Firm While Honoring the Founders’ Vision 38:08

5d ago38:08

38:08

In this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore Knight's journey into the financial planning industry and the vital role of intentional succession planning. Knight shares his perspective on the unique challenges and opportunities th…

1
Episode 203: Diana Davis - Korean-American’s Unsolved Murder In Washington State 0:35

11d ago0:35

0:35

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships 28:23

12d ago28:23

28:23

In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retire…

1
Season Five: Jason Sims, managing partner of the new Corner Bar in Mill Valley 16:19

13d ago16:19

16:19

Send us a text We welcome back to the program well-traveled Marin mixologist Jason Sims, who is not only Bungalow 44's longtime managing partner, but now also the managing partner of the newly opened Corner Bar in Mill ValleyVon Jeff Burkhart Kevin Blum Jason Sims

1
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams 32:43

19d ago32:43

32:43

In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial plan…

1
Jack Heintzelman: Bridging the Generational Gap in Financial Planning 38:46

26d ago38:46

38:46

In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building p…

1
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice 41:35

1M ago41:35

41:35

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Inves…

1
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals 27:43

1M ago27:43

27:43

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing w…

1
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach 47:43

2M ago47:43

47:43

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizi…

1
Episode 201 [Part 1 & 2]: Klaus-Peter Bokemüller - German Missing In The Seychelles Since 2018 0:35

2M ago0:35

0:35

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact 36:17

2M ago36:17

36:17

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable ins…

1
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset 38:50

2M ago38:50

38:50

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evo…

1
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement 29:36

2M ago29:36

29:36

In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob undersc…

1
Season Five: Alex Tarantino, the new General Manager of the iconic Buckeye Roadhouse 24:20

2M ago24:20

24:20

Send us a text We chat with Alex Tarantino, the first new GM at the Buckeye Roadhouse in over a quarter century about what it means to take over a legacy restaurant.Von Jeff Burkhart Kevin Blum Alex Tarantino

1
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale 26:08

2M ago26:08

26:08

In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core str…

1
Episode 200 [Part 1-3]: The Miyazawa Family Unsolved Murders In Japan 0:35

3M ago0:35

0:35

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach 31:02

3M ago31:02

31:02

In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…

1
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement 36:03

3M ago36:03

36:03

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-li…

1
Chris Flis: Fighter Jet Lessons for Financial Planners 26:13

3M ago26:13

26:13

In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family’s fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning…

1
Season Five: Jonas Alt, Bar Manager of the legendary Sweetwater nightclub 19:41

3M ago19:41

19:41

Send us a text For our first live music venue guest, we welcome Jonas Alt the Bar Manager of the legendary Sweetwater Nightclub in Mill ValleyVon Jeff Burkhart Kevin Blum Jonas Alt

1
Episode 199 [Part 1 & 2]: Elmer Crawford & The Family Annihilator 0:35

3M ago0:35

0:35

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
The Power of Personal Stories in Growing a Successful Financial Planning Practice 30:53

3M ago30:53

30:53

In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategi…

1
Mid-Year Strategies to Strengthen Your Advisory Practice 18:48

4M ago18:48

18:48

In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in you…

1
The Lasting Impact of Professional Financial Planning 22:24

4M ago22:24

22:24

Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their prac…

1
Episode 198 [Part 1-3]: Jim Thompson - American Businessman Who Disappeared In Malaysia In 1967 0:06

4M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
John Stadtmueller: Why Purpose-Focused Advisors Finish First 32:05

4M ago32:05

32:05

Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addre…

1
Season Five: Scott Beattie, cocktail pioneer and bar consultant at Watershed 27:19

4M ago27:19

27:19

Send us a text We welcome Scott Beattie, the author of 2008’s “Artisanal Cocktails: Drinks Inspired by the Seasons from the Bar at Cyrus” and is the man behind the bar programs at Barndiva, Goose and Gander, Spoonbar, Meadowood, and Hog Island in San Francisco, and now Watershed in Mill Valley.Von Jeff Burkhart Kevin Blum Scott Beattie

1
Episode 197: Tim Fehring - Australian Teenager Who Died In Austria In 2019 0:06

4M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Zack Hubbard: Making Financial Planning Accessible for Everyone 35:34

4M ago35:34

35:34

Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm ma…

1
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality 33:36

5M ago33:36

33:36

Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage. In this episode…

1
Episode 196 [Parts 1 & 2]: Cathy Wayne - Australian Singer Murdered In Vietnam In 1969 0:06

5M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed so that newcomers know the Patreon is active. Listen to all episodes 169 and on in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Joe Bertilson: Sharing Generosity with Your Clients 32:13

5M ago32:13

32:13

In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of givin…

1
Episode 195: Yangjie Li - Chinese Student Murdered In Germany In 2016 0:06

5M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Michael DeLon: Build Your Credibility by Telling Your Authentic Story 35:59

5M ago35:59

35:59

Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, c…

1
Eric Brotman: Building Your Firm for Success Beyond You 36:03

5M ago36:03

36:03

This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has …

1
Episode 194 [Parts 1 & 2]: Sophia Koetsier - Dutch Medical Student Missing In Uganda Since 2015 0:06

5M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives 37:10

6M ago37:10

37:10

This week's episode focuses on an important concept: wealth management isn't just about managing portfolios—it's about shaping lives. Tune in as we follow John Browning's journey through his diverse roles in the wealth and portfolio management industry. Learn from John's invaluable insights on building lasting relationships with clients. In this ep…

1
Bill Cates: The Language of Referrals with The OG Referral Coach 35:53

6M ago35:53

35:53

In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy. In this episode, Rob, P…

1
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team 28:03

6M ago28:03

28:03

In this episode Rob, Phil, and Steve discuss: How Steve differentiates himself as both an attorney and a financial advisor. Building a networking partnership that works and isn’t lopsided. Making it clear what you’re looking for with referrals. Key steps to building a more purpose-focused RIA. Key Takeaways: The importance of building a repeatable …

1
Season Five: Chef Heidi Krahling of Insalata's and the SOUPer Food Kitchen, Part Two 23:13

6M ago23:13

23:13

Send us a text We welcome back Chef Heidi Krahling to talk about keeping hospitality part of the Hospitality Industry.Von Jeff Burkhart Kevin Blum Heidi Krahling

1
Phil Weiss: Life Planning to Help Clients Thrive 34:55

6M ago34:55

34:55

In this episode, Rob, Phil, and Phil discuss: How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil’s nine-step process to informed success. Key Takeaways: To lead a more fulfilling life, aligning our resources (…

1
Episode 193 [Part 1-3]: Caravaggio & The Theft Of A Masterpiece 0:06

6M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
069: Welcome to The Purpose-Focused Advisor! 15:03

6M ago15:03

15:03

Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment. Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and fu…

1
Episode 192: Sangeeta Khanna - Indian Mother Who Disappeared In Canada In 2006 0:06

7M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Season Five: Chef Heidi Krahling of Insalata's, Part One 17:22

7M ago17:22

17:22

Send us a text Chef Heidi Krahling joins us to talk about giving back to the community with food through the organizations: Great Chefs and Wineries benefiting Lifehouse, Extra Food, and her newest venture SOUPer Kitchen.Von Jeff Burkhart Kevin Blum Heidi Krahling

1
Episode 191 [Parts 1 & 2]: Michael Dixon - British Journalist Missing In Costa Rica Since 2009 0:06

7M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/…

1
Episode 190: “Iron” Michael Malloy - An Irishman in America 0:06

8M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Episode 189: Fang Jin - Chinese Tourist Killed In The USA In 2023 0:06

8M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

1
Episode 188 [Part 1 & 2]: Flight 980 - The Plane Crash With No Bodies 0:06

8M ago0:06

0:06

All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…

Podcasts, die es wert sind, gehört zu werden

Duncan MacPherson Podcasts

Podcasts, die es wert sind, gehört zu werden

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