The Tony Sirianni Podcast Tony Sirianni

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.

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.

 

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.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Rob Bartenstein, CEO of Kestra Private Wealth Services. The two discuss private equity playing a large role in our business, the aggregation of M&A professionals, being part of a large firm yet able to blossom entrepreneurially, and the benefits and downsides of AI.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Laurie Stack, VP of Business Development and Head of the Avantax Women’s Advisor Forum. The two discuss important issues for female advisors, moving away from a salary and generating your own wealth, being deserving of a seat at the table, and having your practice be reflective of the larger community.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Alex Shahidi, Managing Partner and Co-CIO of Evoke Advisors. The two discuss the new efficiencies of technology, surrounding yourself with people who will provide challenging opinions, markets becoming more efficient as information is more readily available, and valuing the independent insights of others.