This week, AdvisorHub’s CEO, Tony Sirianni talks with Tash Elwyn - President, Private Client Group at Raymond James. The two discuss the wealth management space as split into two extremes, advisors increasingly feeling forced to choose between capabilities vs. culture, scale without meaningful improvement in services, how firms without scale and specialized resources tend to struggle, AI reinforcing consensus thinking, and equity and practice ownership evolution.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Joe Montgomery, Managing Director - Investments, Optimal Service Group of Wells Fargo Advisors. The two discuss the importance of mentorship, developing a playbook for your team, scaling up using technology such as AI, the opportunities around prospecting, how clients have changed over the years, and continuity of care.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Janel Jackson - Principal, Head of Bank & Institutional at Vanguard Financial Advisor Services. The two discuss generational wealth transfer, building emotional trust with your clients, understanding all products within the marketplace, leveraging AI tools to determine investment opportunities, and a continual focus on practice management.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Bob Milligan, Managing Partner of 1792 Wealth Advisors. The two discuss the do’s and don’ts of starting an RIA, your clients being the most important people in the room, integrating investment banking into your business, enhancing enterprise value through operational scale and efficiencies, and getting compensated well for your life’s work.

This week, AdvisorHub’s CEO, Tony Sirianni talks with George Nichols III, President & CEO of the American College of Financial Services. The two discuss professionalizing the life insurance agent and financial advisor, focusing on your clients’ needs, specialization around clients’ financial planning, the dynamics of the family office concept, and the efficiency of using A.I.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Rob Bartenstein, Founder and President and Scott Wilson, Founder and Senior Managing Director of Kestra Private Wealth Services. The three discuss proving out the concept of your firm, a juxtaposition of firm culture, specialization of commercial real estate investments, helping advisors identify regulatory risk, and having a consistently strong growth curve.

This week, AdvisorHub’s CEO, Tony Sirianni talks with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik. The two discuss preparing your clients for “what if” scenarios, decisions around inheritance, income tax advantages and disadvantages, navigating liquidity planning, and managing capital gains exposure.

This week, AdvisorHub’s CEO, Tony Sirianni talks with &Partners’ Founders David Kowach, Kristi Mitchem and John Alexander. They discuss being a forward-looking and future focused organization, adopting technology that can best benefit your clients, raising enough capital to be able to grow and scale well, preparing your clients for potentially challenging markets, and building an enduring firm that is meant to last.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Northwestern Mutual’s Chief Field Officer, John Roberts. The two discuss moves to independence in retail wealth management, how insurance can be challenging to sell, problems and solutions around succession planning, acquiring younger advisors as the industry ages, and being an advisor to your clients yet the owner of your firm.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Penny Pennington — Managing Partner at Edward Jones. The two discuss consistent investments that allow employees to grow and prosper, relying on interdependence, how client needs are changing rapidly, giving advisors autonomy, flexibility and support, and creating a virtuous circle of advice and guidance.