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.