The Tony Sirianni Podcast

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.