Claim OwnershipThe Tony Sirianni Podcast
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Tony Sirianni discusses the financial advising industry with experts in the field.
78 Episodes
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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.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO of Steward Partners. The two discuss the impending advisor retirement wave, breakaway M&A trends, continually improving culture and morale, creating efficiency and scale, and the significance of brand pride.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth.
AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura — President of Wealth Management at D.A. Davidson. The two discuss how markets can impact recruiting, keeping consistency and stability during a turbulent economy, employee equity ownership, efficiencies that can be driven by A.I. technology, building wealth and enterprise value, and D.A. Davidson being independent for 90 years.
This week, AdvisorHub’s CEO, Tony Sirianni talks with John Amore. As Kestra Financial’s new President, John reflects on his career journey, highlighting the shift toward independence in wealth management. He shares how Kestra empowers entrepreneurial advisors with full-service capabilities, strong tech, and a supportive culture. John emphasizes the importance of selective growth, solid capital backing, and advisor-aligned equity. He also discusses industry consolidation, the need for firms to focus fully on wealth management, and having a commitment to fostering a collaborative advisor community.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss a range of topics, from market volatility and the role of AI in the advisory business to recruiting and the importance of strong company culture. Ron's perspective on navigating market corrections and the influence of political factors, like tariffs, is insightful. Ron touches on the evolving role of technology, particularly AI, in enhancing advisory processes but not replacing the human element.To hear more from Ron, register for Stifel’s Financial Advisor Virtual Open House: www.choosestifel.com/openhouseVisit AdvisorHub for more news and resources for financial advisors: http://www.advisorhub.com.
AdvisorHub’s CEO, Tony Sirianni talks with Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management. The three discuss how the industry is evolving to the independent space, the challenge of finding the next generation of wealth advisors, good culture including transparency and optionality, profit sharing and incentivizing recruiting, and the willingness to invest in your business.
AdvisorHub’s CEO, Tony Sirianni talks with Kevin Reed — President, Private Client Group at Janney. The two discuss the new partnership with KKR and their investment in Janney, being a service organization that benefits the financial advisor, cultivating an advisor first culture, making strategic investments in new markets, and having autonomy with full-service support.
AdvisorHub’s CEO, Tony Sirianni talks with Robert Stark — CEO of Nomura Capital Management. The two discuss the advantages of the American market, risk tolerance and capacity of clients, RIA’s familiarity with direct lending, semi-liquid structures and investments, and growing the U.S.- based asset management business.
AdvisorHub’s CEO, Tony Sirianni talks with David Scranton — Founder of Sound Income Group. The two discuss the freedom and autonomy of being a financial advisor, how to attract and not chase new business, generating leads in an attraction based business, creating an income based business model, and David’s book — Attract & Grow — The Financial Advisor’s Blueprint for Attracting $50 Million in Annual Assets.
AdvisorHub’s CEO, Tony Sirianni talks with Frank LaRosa — CEO of Elite Consulting Partners. The two discuss the trend from W-2 to the independent space (and back again), M&A and succession planning, why advisors are making certain transition decisions, the value and scalability of A.I., and increasing the value of your business by the quality of your data.
AdvisorHub’s CEO, Tony Sirianni talks with John Langston — Founder & CEO of Republic Capital Group. The two discuss John’s original career path as a financial advisor, managing client life events, how clients change their advisor over an inflection point, the biggest mistakes an advisor can make, and how 70-75% of clients underestimate the value of their business.
AdvisorHub’s CEO, Tony Sirianni talks with Mindy Diamond — Founder & CEO of Diamond Consultants. The two discuss being a successful woman in a male dominated field, how to best maximize your business’ enterprise value, being able to serve your clients how you want to, how good due diligence starts with a thorough self-assessment, and Mindy’s new book — Should I Stay or Should I Go? — A Financial Advisor’s Guide to Thinking Through Your Biggest Decision.
AdvisorHub’s CEO, Tony Sirianni talks with Peter Essele — Head of Advisory Solutions at Commonwealth. The two discuss how the pursuit of scale and efficiency can cause the loss of personalization, the advent of technology and growing engagement, personalized direct indexing coming to the retail sector, tax loss harvesting, and increasing your cost basis.
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