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.

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.

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.

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.

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.

 

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.

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 you can have a shallow recession combined with a sharp drop in the markets, the strength of the labor market making the recession short lived, massive over hiring to account for current tech layoffs, how household formation by Millennials is stabilizing the housing market, and the reopening of China being a net positive for the global economy.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Charles Reiling, President & CEO of CoastalOne. The two discuss how in turbulent markets advisors learn to either sink or swim, believing in the value and strength of the advisor, the importance of efficient technology that enhances client returns, and delivering a platform that satisfies the advisor’s and client’s needs.

 

 

This week, AdvisorHub’s CEO, Tony Sirianni talks with Kristen Kimmell, Executive Vice President and Head of Business Development at Advisor Group. The two discuss technology and accessibility to clients, understanding the changing client demographic, the benefits of scale and diversity of thought, and navigating clients through market disruption.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Banasz, Managing Director & Head of Business Development at Steward Partners Global Advisory. The two discuss branding your identity and building your practice, clearly articulating your values, working with compliance restrictions, and crucial branding and building techniques.