SIRIANNI: An Industry in Transition: Recent Episodes
Tony Sirianni
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.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth. The two discuss the growth of outperforming earnings, historical market trends, embracing changes in technology, and how politics may matter more in 2025 than in 2024. Mary Ann will also be joining AdvisorHub at the Women Advisors Summit in NYC on April 17th.
The post A Conversation with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Katie Stockton — Founder and Managing Partner, Fairlead Strategies, LLC. The two discuss accumulated advanced timelines, trend exhaustion indicators, identifying prevailing trends, and how advisors utilize Fairlead Strategies’ ETFs. Katie will also be joining AdvisorHub at the Women Advisors Summit in NYC on April 17th.
The post A Conversation with Katie Stockton — Founder and Managing Partner, Fairlead Strategies, LLC appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Charlie Schwartz — Senior Vice President, Senior Manager – Branch Development at Benjamin F. Edwards. The two discuss building your business through recruiting, back office and compensation changes, being an owner in a private equity firm, and the biggest room in the world is the room for improvement.
The post A Conversation with Charlie Schwartz — Senior Vice President, Senior Manager – Branch Development at Benjamin F. Edwards appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rob Bartenstein, CEO of Kestra Private Wealth Services. The two discuss private equity playing a large role in our business, the aggregation of M&A professionals, being part of a large firm yet able to blossom entrepreneurially, and the benefits and downsides of AI.
The post Tony Sirianni with Kestra’s Rob Bartenstein on the Inverted Demographic Pyramid of Our Business appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Laurie Stack, VP of Business Development and Head of the Avantax Women’s Advisor Forum. The two discuss important issues for female advisors, moving away from a salary and generating your own wealth, being deserving of a seat at the table, and having your practice be reflective of the larger community.
The post Tony Sirianni with Avantax’s Laurie Stack, VP of Business Development, Head of the Avantax Women’s Advisor Forum appeared first on AdvisorHub.
The post Tony Sirianni with Evoke Advisors’ Managing Partner and Co-CIO, Alex Shahidi on Investments First vs. a Sales First Approach appeared first on AdvisorHub.
The post Tony Sirianni with D.A. Davidson’s Michael Purpura on the Competitiveness of the Book Acquisition Business appeared first on AdvisorHub.
The post Tony Sirianni with Concourse Financial Group’s Libet Anderson on Maintaining a Vibrant Firm Culture appeared first on AdvisorHub.
The post Tony Sirianni with Summit Financials’ Stan Gregor on Keeping a Position of Control and Receiving Value From Your Business appeared first on AdvisorHub.
The post Tony Sirianni with Wells Fargo FiNet’s John Tyers on Culture Having Deep Roots in Recent Growth Models appeared first on AdvisorHub.
The post Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan on The Recession That Just Won’t Fully Materialize appeared first on AdvisorHub.
The post Tony Sirianni with Stifel Independent Advisors’ Alex David on the Migration to Independence appeared first on AdvisorHub.
The post Tony Sirianni with Pinnacle Investments’ Ben Quilty on the Strength in Having a Unique, Diversified Equity Model appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with David Karr, Chairman of Equitable Advisors. The two discuss how advisors engaged more deeply with their clients during the financial crisis, the importance of building out a training program, how technology has become a priority for advisors, and having an advisor first mentality.
The post Tony Sirianni with Equitable Advisors’ David Karr on Building a Supportive, Independent Approach appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Chris Keller — Director of Business Services, Managing Director at Edwards Wealth Management. The two discuss how advisor definitions have changed, having the fitness and scale to manage your business, “deal mentality” vs. “business mentality,” and how the ownership structure of a firm can define its culture.
The post A Conversation with Chris Keller — Director of Business Services, Managing Director at Edwards Wealth Management appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss how the banking crisis is changing perspectives on the economy, corporate bankruptcies being at the highest level since 2011, change within the global economy, and the U.S. becoming energy dependent will soon be upon us.
The post Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan: What’s the Next Shoe to Drop? appeared first on AdvisorHub.
AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor, Chairman & CEO of Summit Financial Holdings. The two discuss surviving many turbulent markets over the years, building a partnership model and giving advisors the tools to succeed, having the ability to empower growth, and transparency being critical to success.
The post Tony Sirianni with Summit Financials’ Stan Gregor on The Similarities Between Family and a Partnership Model appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss how you can have a shallow recession combined with a sharp drop in the markets, the strength of the labor market making the recession short lived, massive over hiring to account for current tech layoffs, how household formation by Millennials is stabilizing the housing market, and the reopening of China being a net positive for the global economy.
The post Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan on Understanding and Navigating a Shallow Recession appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Charles Reiling, President & CEO of CoastalOne. The two discuss how in turbulent markets advisors learn to either sink or swim, believing in the value and strength of the advisor, the importance of efficient technology that enhances client returns, and delivering a platform that satisfies the advisor’s and client’s needs.
The post Tony Sirianni with CoastalOne’s Charles Reiling on Combining Traditional Advisory Services With Bespoke Alternative Investments appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Kristen Kimmell, Executive Vice President and Head of Business Development at Advisor Group. The two discuss technology and accessibility to clients, understanding the changing client demographic, the benefits of scale and diversity of thought, and navigating clients through market disruption.
The post Tony Sirianni with Advisor Group’s Kristen Kimmell on The Evolution of Service and Meeting Client Expectations appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Banasz, Managing Director & Head of Business Development at Steward Partners Global Advisory. The two discuss branding your identity and building your practice, clearly articulating your values, working with compliance restrictions, and crucial branding and building techniques.
The post Tony Sirianni with Steward Partners Global Advisory’s Greg Banasz on Financial Advisor Marketing – To Brand or To Build? appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Marc Cohen and Gary Carrai, Executive Vice Presidents at LPL Financial. The three discuss packaging a suite of capabilities for advisors, the changing definition of independence, making educated decisions about your practice, and protecting an advisor’s legacy and perpetuating their philosophies.
The post Tony Sirianni with LPL’s Marc Cohen and Gary Carrai on Showing Up and Delivering Value in Unique Ways appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss overestimating the strength of inflation and underestimating the strength of the economy, how consumer spending can decrease while the job market remains stable, real time vs. forward looking data, and building defensive investment strategies for clients.
The post Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan on the Looming Recession appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Trap Kloman, President & COO at Commonwealth Financial Network. The two discuss the importance of community between advisors, creating operational efficiencies, growth through acquisition vs. earning new business, and helping young advisors learn the relationship and social skills needed to be successful.
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The post Tony Sirianni with Commonwealth’s Trap Kloman on Sharing and Transparency Between Financial Advisors appeared first on AdvisorHub.
The post Tony Sirianni with RBC’s Tom Sagissor on Fundamental Shifts in Our Industry and How They Impact Our Business appeared first on AdvisorHub.
The post Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan on Stagflation vs. Soft Landing appeared first on AdvisorHub.
The post Tony Sirianni with Wedbush’s Chris Mone on Anticipating “Predictable Surprises” and Cultivating a Culture of Service appeared first on AdvisorHub.
The post Tony Sirianni with Kestra’s Scott Wilson on the Transparency of Independence appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with the co-founders of Dynasty Financial Partners — Shirl Penney, President & CEO…
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The post A Conversation with the Co-Founders of Dynasty Financial Partners appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni has a conversation with Allen Darby, Chief Executive Officer at Alaris Acquisitions, LLC. The…
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The post A Conversation with Allen Darby, Chief Executive Officer at Alaris Acquisitions, LLC appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tony Miller, Chief Administrative Officer at Janney. The two discuss the differences…
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The post A Conversation with Tony Miller, Chief Administrative Officer at Janney appeared first on AdvisorHub.
AdvisorHub’s CEO, Tony Sirianni talks with Aditi Javeri Gokhale — EVP, Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual. The two discuss the adoption of digital technologies, ensuring that the advisor and client experience is of the highest quality, training and mentoring programs, and making insurance part of an advisor’s overall value proposition.
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The post A Conversation with Aditi Javeri Gokhale of Northwestern Mutual appeared first on AdvisorHub.
Tony Sirianni talks with Libet Anderson — President of Concourse Financial Group Securities. The two discuss how financial planning took the lead during the pandemic, integrating insurance into those plans, clients becoming more proactive around legacy planning, and creating a long term vision for your business.
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The post A Conversation with Libet Anderson — President of Concourse Financial Group Securities appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Alex David, President & CEO of Stifel Independent Advisors. The two discuss…
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The post A Conversation with Alex David, President & CEO of Stifel Independent Advisors appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Doug Rubenstein, Chief Operating Officer at Benjamin F. Edwards & Co. The…
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The post A Conversation with Doug Rubenstein, Chief Operating Officer at Benjamin F. Edwards & Co. appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Gregg Kidd, CEO at Pinnacle Holding Company, LLC. The two discuss the…
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The post A Conversation with Gregg Kidd, CEO at Pinnacle Holding Company, LLC appeared first on AdvisorHub.
A discussion on how to better understand clients, helping clients to live better lives above and beyond wealth management, understanding client dynamics around family and health, and emerging industry trends.
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The post A Conversation with Brian Leitner, Head of Mariner Platform Solutions appeared first on AdvisorHub.
The three discuss advancements in technology across the industry, the importance of centralized, remote and digital training, the value of investing in new advisors to build entrepreneurs, and serving clients through building scale.
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The post A Conversation with Bill Williams and Pat O’Connell of Ameriprise Financial appeared first on AdvisorHub.
[caption id="attachment_114851" align="alignright" width="300"] CEO and founder of 3xEquity, Jeff Crosby[/caption] This week, AdvisorHub’s CEO, Tony Sirianni talks with Jeff…
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The post A Conversation with Jeff Crosby — Founder and CEO, 3xEquity appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — Chairman and CEO of Benjamin F. Edwards & Co.…
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The post A Conversation with Tad Edwards — Chairman and CEO – Benjamin F. Edwards & Co. appeared first on AdvisorHub.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Ken Cella, Principal, Branch Development at Edward Jones. The two discuss…
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The post A Conversation with Ken Cella — Principal, Branch Development at Edward Jones appeared first on AdvisorHub.