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.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Steven Condon — President, D.A. Davidson Trust Company. The two discuss strategies and best practices for distributing assets among various trust vehicles to meet clients’ legacy goals, building confidence and transparency with clients, irrevocable life insurance trusts, U.S. states with the most beneficial tax rates, and positioning trusts to attract new clients.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Julie Kelly — Financial Advisor and Principal at Edward Jones. The two discuss creating efficiencies with time management, eliminating personal guilt from running your business, thinking big picture about the long career journey you are on, creating effective service models for individual clients, and slowing down in order to speed up.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards. The three discuss the advisor industry post-Covid, the firm’s history of 130+ years and six generations, nurturing client relationships and growing your business, and retaining traditional values.