AdvisorHub’s CEO, Tony Sirianni talks with Peter Essele — Head of Advisory Solutions at Commonwealth. The two discuss how the pursuit of scale and efficiency can cause the loss of personalization, the advent of technology and growing engagement, personalized direct indexing coming to the retail sector, tax loss harvesting, and increasing your cost basis.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Mellin — President, Advice and Wealth Management of Equitable Advisors. The two discuss an organic growth engine, earning the ability to love your profession, how capability is one thing but engagement and progression is another, everyone wins when things are executed properly, and having an impact on your clients’ lives.

AdvisorHub’s CEO, Tony Sirianni talks with Nicholas Gudz — Co-founder of Fin.Link. The two discuss growing your business through acquisition, putting a succession plan in place, creating a social interface within the advisor community, establishing a marketplace valuation tool, and giving firms the opportunity to find buying opportunities.

AdvisorHub’s CEO, Tony Sirianni talks with Bill Hornbarger — Chief Investment Officer at Benjamin F. Edwards. The two discuss election related economy issues, the current unique economic cycle, the Fed engineering a soft landing, being able to service debt even as it expands, and paying taxes on unrealized gains.

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.