Claim OwnershipThe Tony Sirianni Podcast
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Tony Sirianni discusses the financial advising industry with experts in the field.
91 Episodes
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This week, AdvisorHub’s CEO, Tony Sirianni talks with George Nichols III, President & CEO of the American College of Financial Services. The two discuss professionalizing the life insurance agent and financial advisor, focusing on your clients’ needs, specialization around clients’ financial planning, the dynamics of the family office concept, and the efficiency of using A.I.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rob Bartenstein, Founder and President and Scott Wilson, Founder and Senior Managing Director of Kestra Private Wealth Services. The three discuss proving out the concept of your firm, a juxtaposition of firm culture, specialization of commercial real estate investments, helping advisors identify regulatory risk, and having a consistently strong growth curve.
This week, AdvisorHub’s CEO, Tony Sirianni talks with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik. The two discuss preparing your clients for “what if” scenarios, decisions around inheritance, income tax advantages and disadvantages, navigating liquidity planning, and managing capital gains exposure.
This week, AdvisorHub’s CEO, Tony Sirianni talks with &Partners’ Founders David Kowach, Kristi Mitchem and John Alexander. They discuss being a forward-looking and future focused organization, adopting technology that can best benefit your clients, raising enough capital to be able to grow and scale well, preparing your clients for potentially challenging markets, and building an enduring firm that is meant to last.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Northwestern Mutual’s Chief Field Officer, John Roberts. The two discuss moves to independence in retail wealth management, how insurance can be challenging to sell, problems and solutions around succession planning, acquiring younger advisors as the industry ages, and being an advisor to your clients yet the owner of your firm.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Penny Pennington — Managing Partner at Edward Jones. The two discuss consistent investments that allow employees to grow and prosper, relying on interdependence, how client needs are changing rapidly, giving advisors autonomy, flexibility and support, and creating a virtuous circle of advice and guidance.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Wells Fargo CEO of Wealth and Investment Management, Barry Sommers. The two discuss creating a seamless transition to independence, how to attract the best advisors and give them access to a superior platform, growing your own enterprise value, utilizing and perfecting your tech stack, and investing in your business by attracting young talent.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Dynasty Financial Partners’ President & CEO Shirl Penney. The two discuss the recent growth of alternative investments, serving the corporate executive in a more independent way, why leadership by fear is not sustainable over time, how success builds success and inspires more people, and technology allowing advisors to service more clients at scale.
A conversation with John Langston, Founder & CEO of Republic Capital Group.AdvisorHub’s CEO, Tony Sirianni talks with John Langston — Founder & CEO of Republic Capital Group. The two discuss how valuations and multiples continue to be strong, being strategic when buying or selling your firm, advisors with investment banking backgrounds, how competitive markets make for competitive pricing, and partnering with outside sources and professionals.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Dynasty Financial Partners’ Co-Heads of Investment Banking, Sam Anderson and Harris Baltch. The three discuss equity and partnership becoming a motivator, creating enterprise value, building capital structure, centralized scale within the industry, and providing specialized wealth management planning.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Merritt Point Wealth Advisors’ Founder & CEO Jay Andrews and Founder & COO Ross Bauer. The three discuss 2025 being a record year for M&A, the many different definitions of what independence means, equity being a driver in the marketplace, how discipline creates successful results, and the value of next generation advisors in growing your business.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss the increasing pace of M&A, the details around equity deals, how growth must be a part of selling your firm, determining an alignment of outcomes, bringing the right people into the right ecosystem, and improvements in technologies and efficiencies.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Brad Genser — Co-Founder and CTO of Farther. The two discuss how advisors are voting with their feet, creating exceptional returns for clients, the emergence of technology within the industry, managing client demands, and allowing technology to elevate your client relationships while still keeping a human connection.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Sean George — Head of Business Development at Equitable Advisors. The two discuss where the wealth management space is headed, organic vs. inorganic growth, the integration of wealth management and insurance, building phenomenal support systems, how clients have evolved to wanting and needing leadership from their advisors, and developing a human capital strategy to drive growth.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tim Bello — Managing Partner and Co-Founder of Merchant. The two discuss the state of the advisor marketplace, a shift in mindset around firm definitions, building a firm with people of similar vision, obtaining success through energy and motivation, and creating a firm’s ecosystem through advice and execution
This week, AdvisorHub’s CEO, Tony Sirianni talks with Nate Schelhass — Head of Business Owner Segment at Principal Financial Group. The two discuss how valuable risk products are, delayed returns on insurance products, creating business valuations to protect owners and their business, being part of something bigger when it comes to culture, uncomplicating problem solving, and making your client base sticker.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Steven Condon — President, D.A. Davidson Trust Company. The two discuss strategies and best practices for distributing assets among various trust vehicles to meet clients’ legacy goals, building confidence and transparency with clients, irrevocable life insurance trusts, U.S. states with the most beneficial tax rates, and positioning trusts to attract new clients.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Julie Kelly — Financial Advisor and Principal at Edward Jones. The two discuss creating efficiencies with time management, eliminating personal guilt from running your business, thinking big picture about the long career journey you are on, creating effective service models for individual clients, and slowing down in order to speed up.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards. The three discuss the advisor industry post-Covid, the firm’s history of 130+ years and six generations, nurturing client relationships and growing your business, and retaining traditional values.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Fernando De Leon — Founder & CEO of Leon Capital Group. The two discuss utilizing finite resources, scaling up different businesses, relationships with RIA and investment managers, building a business and compounding wealth, and the growth of American capitalism.
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