10 episodes
The Tony Sirianni Podcast Tony Sirianni
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- Zaken en persoonlijke financiën
Tony Sirianni discusses the financial advising industry with experts in the field.
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Tony Sirianni with Summit Financial’s CEO, Stan Gregor on Various Equity Models and Distribution Waterfalls
This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss minority interest purchase models, liquidity end game strategies, deferred compensation vs. enterprise value, and a Hotel California analogy for financial advisors.
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A Conversation with Robert Milligan — Managing Partner of 1792 Wealth Advisors
This week, AdvisorHub’s CEO, Tony Sirianni talks with Robert Milligan — Managing Partner of 1792 Wealth Advisors. The two discuss providing better economics for financial advisors, equity vs. enterprise value, independent advisors being better together than apart, and turning goals into reality.
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Tony Sirianni with AdviseHer’s Beth Fitzgerald and Holly Reimel — Co-Founders of AdviseHer Consulting on The Changing Advisor Model Dynamic
This week, AdvisorHub’s CEO, Tony Sirianni talks with Beth Fitzgerald and Holly Reimel — Co-Founders of AdviseHer Consulting. The three discuss the benefits of listening skills and long-term planning, an increase of women inheriting wealth, changes in client acquisition, public speaking as an avenue to grow your business, and if firms are properly investing in their female financial advisors.
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A Conversation with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth
This week, AdvisorHub’s CEO, Tony Sirianni talks with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth. The two discuss the growth of outperforming earnings, historical market trends, embracing changes in technology, and how politics may matter more in 2025 than in 2024. Mary Ann will also be joining AdvisorHub at the Women Advisors Summit in NYC on April 17th.
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A Conversation with Katie Stockton — Founder and Managing Partner, Fairlead Strategies, LLC
This week, AdvisorHub’s CEO, Tony Sirianni talks with Katie Stockton — Founder and Managing Partner, Fairlead Strategies, LLC. The two discuss accumulated advanced timelines, trend exhaustion indicators, identifying prevailing trends, and how advisors utilize Fairlead Strategies’ ETFs. Katie will also be joining AdvisorHub at the Women Advisors Summit in NYC on April 17th.
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A Conversation with Charlie Schwartz — Senior Vice President, Senior Manager – Branch Development at Benjamin F. Edwards
This week, AdvisorHub’s CEO, Tony Sirianni talks with Charlie Schwartz — Senior Vice President, Senior Manager – Branch Development at Benjamin F. Edwards. The two discuss building your business through recruiting, back office and compensation changes, being an owner in a private equity firm, and the biggest room in the world is the room for improvement.