Claim OwnershipThe Tony Sirianni Podcast
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Tony Sirianni discusses the financial advising industry with experts in the field.
60 Episodes
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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.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Mellin — President, Advice and Wealth Management of Equitable Advisors. The two discuss an organic growth engine, earning the ability to love your profession, how capability is one thing but engagement and progression is another, everyone wins when things are executed properly, and having an impact on your clients’ lives.
AdvisorHub’s CEO, Tony Sirianni talks with Nicholas Gudz — Co-founder of Fin.Link. The two discuss growing your business through acquisition, putting a succession plan in place, creating a social interface within the advisor community, establishing a marketplace valuation tool, and giving firms the opportunity to find buying opportunities.
AdvisorHub’s CEO, Tony Sirianni talks with Bill Hornbarger — Chief Investment Officer at Benjamin F. Edwards. The two discuss election related economy issues, the current unique economic cycle, the Fed engineering a soft landing, being able to service debt even as it expands, and paying taxes on unrealized gains.
AdvisorHub’s CEO, Tony Sirianni talks with Onur Erzan — Head of Private Wealth at Bernstein Private Wealth Management. The two discuss having an entrepreneurial spirit and culture, connectivity and proximity to how money is managed, the execution of succession planning, attracting new talent to the industry, and the growing role of women in financial decision making.
AdvisorHub’s CEO, Tony Sirianni talks with Brandon Kawal — Partner, Advisor Growth Strategies. The two discuss the difference between equity and enterprise value, top considerations from a buyer’s perspective, having a business growth mindset, how recruiting is becoming more intensive, and staying educated about the data of your business.
AdvisorHub’s CEO, Tony Sirianni talks with Patti Brennan — CEO of Key Financial, Inc. The two discuss the transition from a career as a nurse to advisor, the key to listening and showing compassion for clients, measuring new money and retention, being transparent with those that work for you, and avoiding burnout and creating a winning game.
AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO and Founding Partner of Steward Partners. The two discuss the M&A outlook, how we are facing a “crisis” when it comes to succession, what a hybrid RIA firm looks like now and in the future, moves to independent firms becoming demystified, and how firms of scale and capacity are growing faster.
This week, AdvisorHub’s CEO, Tony Sirianni talks with David Gehn — Partner at Fox Rothschild LLP. The two discuss the protocol around the rules of law, the lack of enforceability of non-competes, technology and support being a driver of decision making, and how politics are being injected into the workforce and changing culture.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Pallas Capital Advisors’ Founders — Greg Boyle, Charles Evangelakos and Rich Mullen. The four discuss the potential for growing your book of business, servicing ultra-high net worth customers, the delivery of financial and estate planning, supporting second generation advisors, and embracing AI and its impact on your business.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Adam Malamed — CEO of Sanctuary Wealth. The two discuss the partnership and acquisition of tru Independence, growth and culture strategy in the independent wealth management space, wirehouse warehouses, the evolution of technology over the last 30 years, and curating solutions for partners firms.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Jeff Crosby — Founder & CEO of 3xEquity. The two discuss defining if it always makes sense to change firms, negotiating with your existing firm, building equity in your brand, and the best advice for organic growth.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Kara Murphy — Chief Investment Officer at Kestra Investment Management. The two discuss the correlation between the winning party and the markets, how tax policies can be impacted, concern over industry repercussions, skepticism of new technological innovations, and the politics of disruptive inflation.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura, President of Wealth Management at D.A. Davidson. The two discuss the power of advice, making everyday operations more efficient, delivering great experiences and growth, incorporating diversity, youth and tech expertise into your business, and how doing well for the community will allow financial success to follow.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts — Vice President, Planning & Growth Solutions for Avantax Wealth Management. The two discuss the three tiers of tax intelligence, tax loss harvesting, social security optimization, asset location and accumulation, and the end-to-end lifecycle of a financial advisor.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Taylor Matthews — Co-Founder and CEO of Farther. The two discuss creating value by providing financial advice, deep infrastructure connections, integrating AI into your practice, and building an advisor-centric firm.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss minority interest purchase models, liquidity end game strategies, deferred compensation vs. enterprise value, and a Hotel California analogy for financial advisors.
The post Tony Sirianni with Summit Financial’s CEO, Stan Gregor on Various Equity Models and Distribution Waterfalls appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Robert Milligan — Managing Partner of 1792 Wealth Advisors. The two discuss providing better economics for financial advisors, equity vs. enterprise value, independent advisors being better together than apart, and turning goals into reality.
The post A Conversation with Robert Milligan — Managing Partner of 1792 Wealth Advisors appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Beth Fitzgerald and Holly Reimel — Co-Founders of AdviseHer Consulting. The three discuss the benefits of listening skills and long-term planning, an increase of women inheriting wealth, changes in client acquisition, public speaking as an avenue to grow your business, and if firms are properly investing in their female financial advisors.
The post Tony Sirianni with AdviseHer’s Beth Fitzgerald and Holly Reimel — Co-Founders of AdviseHer Consulting on The Changing Advisor Model Dynamic appeared first on AdvisorHub.
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