The Tony Sirianni Podcast

By Tony Sirianni

Tony Sirianni discusses the financial advising industry with experts in the field.... more

4.6

55 ratings

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FAQs about The Tony Sirianni Podcast:

How many episodes does The Tony Sirianni Podcast have?

The podcast currently has 124 episodes available.

The Tony Sirianni Podcast episodes:

August 04, 2023 Tony Sirianni with Concourse Financial Group’s Libet Anderson on Maintaining a Vibrant Firm Culture
This week, AdvisorHub’s CEO, Tony Sirianni talks with Libet Anderson, President of Wealth Management at Concourse Financial Group. The two discuss succession journeys, the “matchmaking” aspect of recruiting, realizing the difference between a good and bad match, and improving overall efficiencies.
The post Tony Sirianni with Concourse Financial Group’s Libet Anderson on Maintaining a Vibrant Firm Culture appeared first on AdvisorHub.
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25min
July 28, 2023 Tony Sirianni with Summit Financials’ Stan Gregor on Keeping a Position of Control and Receiving Value From Your Business
AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor, Chairman & CEO of Summit Financial. The two discuss the importance of deal structure, “phantom” or “dream” equity, determining positive cash flow, and defining the minority purchase model.
The post Tony Sirianni with Summit Financials’ Stan Gregor on Keeping a Position of Control and Receiving Value From Your Business appeared first on AdvisorHub.
...more
22min
July 05, 2023 Tony Sirianni with Wells Fargo FiNet’s John Tyers on Culture Having Deep Roots in Recent Growth Models
This week, AdvisorHub’s CEO, Tony Sirianni talks with John Tyers, President of Wells Fargo Advisors Financial Network (FiNet), LLC, Member SIPC. The two discuss these exciting times on the M&A front, the various definitions of equity, having an entrepreneurial mindset, and organic vs. non-organic growth.
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23min
June 27, 2023 Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan on The Recession That Just Won’t Fully Materialize
This week, AdvisorHub’s CEO, Tony Sirianni again talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss how a recession can be healthy and eliminate excesses, certain sectors being impacted by market downturns and not others, decreasing shelter and energy costs, and core inflation going sideways.
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27min
June 15, 2023 Tony Sirianni with Stifel Independent Advisors’ Alex David on the Migration to Independence
This week, AdvisorHub’s CEO, Tony Sirianni talks with Alex David, President and CEO of Stifel Independent Advisors. The two discuss client loyalty to their advisors, FAs having many different “flavors” of firm to choose from, Independents having access to training programs for new advisors, and going independent with the infrastructure of a traditional firm.
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22min
June 09, 2023 Tony Sirianni with Pinnacle Investments’ Ben Quilty on the Strength in Having a Unique, Diversified Equity Model
This week, AdvisorHub’s CEO, Tony Sirianni talks with Ben Quilty, CEO of Pinnacle Investments. The two discuss how to determine a firm’s equity structure, having a management team made up of advisors, how women add great value to a firm’s management team, and having an aligned value system when finding a successor for your business.
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19min
June 01, 2023 Tony Sirianni with Equitable Advisors’ David Karr on Building a Supportive, Independent Approach
This week, AdvisorHub’s CEO, Tony Sirianni talks with David Karr, Chairman of Equitable Advisors. The two discuss how advisors engaged more deeply with their clients during the financial crisis, the importance of building out a training program, how technology has become a priority for advisors, and having an advisor first mentality.
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18min
May 01, 2023 A Conversation with Chris Keller — Director of Business Services, Managing Director at Edwards Wealth Management
This week, AdvisorHub’s CEO, Tony Sirianni talks with Chris Keller — Director of Business Services, Managing Director at Edwards Wealth Management. The two discuss how advisor definitions have changed, having the fitness and scale to manage your business, “deal mentality” vs. “business mentality,” and how the ownership structure of a firm can define its culture.
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23min
April 10, 2023 Tony Sirianni with B. Riley Wealth’s Paul Dietrich and Art Hogan: What’s the Next Shoe to Drop?
This week, AdvisorHub’s CEO, Tony Sirianni talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss how the banking crisis is changing perspectives on the economy, corporate bankruptcies being at the highest level since 2011, change within the global economy, and the U.S. becoming energy independent will soon be upon us.

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27min
March 23, 2023 Tony Sirianni with Summit Financials’ Stan Gregor on The Similarities Between Family and a Partnership Model
AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor, Chairman & CEO of Summit Financial Holdings. The two discuss surviving many turbulent markets over the years, building a partnership model and giving advisors the tools to succeed, having the ability to empower growth, and transparency being critical to success.
...more
18min

FAQs about The Tony Sirianni Podcast:

How many episodes does The Tony Sirianni Podcast have?

The podcast currently has 124 episodes available.

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