The Tony Sirianni Podcast

This week, AdvisorHub’s CEO, Tony Sirianni talks with Bill Crager, Founder & CEO of Field. The two discuss data being the infrastructure of the future, unlocking scale, speed and efficiency for the advisor, utilizing AI’s functionality, and how money is an emotional instrument.

This week, AdvisorHub’s CEO, Tony Sirianni talks with David Karr, Chairman of Equitable Advisors. The two discuss scaling a firm and maintaining culture, cultivating advisor engagement, the impact an advisor can have on clients’ lives, learning to leverage virtual tools and an AI ecosystem, and navigating next-gen advisor initiatives.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Bruce, President of RIA and Custody Services at Raymond James. The two discuss maintaining an alignment with Raymond James culture, building culture in the custodial space, creating a harmonious partnership with banking representatives, how to create a legacy for your business, and the evolutionary track of AI.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Merritt Point Wealth Advisors’ Founder & Executive Chairman, Ross Bauer. The two discuss advisors looking for supported independence, how firms adapt to the new marketplace and keep culture at scale, growing strategically with the right partners, using AI to simplify your clients’ lives, and building a replicable platform within your firm’s infrastructure.

AdvisorHub’s CEO, Tony Sirianni talks with John Langston — Founder & CEO of Republic Capital Group. The two discuss investigating the goals and objectives of your clients, being in business to problem solve, working with an investment banker to help clients manage processes, understanding data and your clients’ perspective, and equity in a private versus public company.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss Stifel winning a fourth JD Power award, combining AI with a human element, the cottage industry of RIAs and independents, having a focus on the middle market, and being a firm that represents what an advisor is building.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Adam Malamed — CEO of Sanctuary Wealth. The two discuss the challenges around equity and AI, how client needs continue to change and evolve, institutional investments within the industry, the importance of organic growth, the great generational wealth transfer, and the democratization of the family office.

This week, AdvisorHub’s CEO, Tony Sirianni talks with John Peluso — EVP and Partner at Thurston Capital. The two discuss corporate control versus embracing advisor autonomy, the rise of the independent firm, building equity and having a sustainable enterprise value, the potential loss of the entrepreneurial spirit, how AI can create scale without hurting human capital, and how the pace of change creates more opportunity.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tony Mazzali — CEO of CG Financial Services. The two discuss transitioning from a practice to an enterprise, diversifying into tax and insurance, keeping mentorship and apprenticeship traits, retaining a human element within a firm, and how AI is accelerating the “find and grind” mentality.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Kay Lynn Mayhue — President of Merit Financial. The two discuss the institutionalization of organic growth, how culture is everyone’s responsibility, challenges around private equity, working strategically with investors, and enhancing the team experience with AI.