The Tony Sirianni Podcast

Tony Sirianni
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The Tony Sirianni Podcast

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

  1. A Conversation with Peter Essele — Head of Advisory Solutions, Commonwealth

    2 DAYS AGO

    A Conversation with Peter Essele — Head of Advisory Solutions, Commonwealth

    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.

    20 min
  2. A Conversation with Jim Mellin — President, Advice and Wealth Management of Equitable Advisors

    6 DAYS AGO

    A Conversation with Jim Mellin — President, Advice and Wealth Management of Equitable Advisors

    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.

    24 min
  3. Tony Sirianni with Lin.Link’s Nicholas Gudz on Building a Comprehensive Business Platform for Buyers and Sellers

    NOV 13

    Tony Sirianni with Lin.Link’s Nicholas Gudz on Building a Comprehensive Business Platform for Buyers and Sellers

    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.

    20 min
  4. Tony Sirianni with Benjamin F. Edwards’ Bill Hornbarger on How Policy Changes Impact Individual Investing Behavior

    OCT 24

    Tony Sirianni with Benjamin F. Edwards’ Bill Hornbarger on How Policy Changes Impact Individual Investing Behavior

    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.

    26 min
  5. Tony Sirianni with Bernstein Private Wealth Management’s Onur Erzan on Navigating the Complexities of Wealth

    SEP 26

    Tony Sirianni with Bernstein Private Wealth Management’s Onur Erzan on Navigating the Complexities of Wealth

    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.

    22 min
  6. Tony Sirianni with Advisor Growth Strategies’ Brandon Kawal on Business Valuations and the M&A Space

    SEP 12

    Tony Sirianni with Advisor Growth Strategies’ Brandon Kawal on Business Valuations and the M&A Space

    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.

    26 min
  7. Tony Sirianni with Key Financial’s Patti Brennan on Empowering Advisors to Serve Their Clients

    AUG 27

    Tony Sirianni with Key Financial’s Patti Brennan on Empowering Advisors to Serve Their Clients

    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.

    25 min
  8. Tony Sirianni with Steward Partners’ Jim Gold on Independent Firms Becoming the Future of the Advisory Business

    AUG 19

    Tony Sirianni with Steward Partners’ Jim Gold on Independent Firms Becoming the Future of the Advisory Business

    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.

    21 min
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Ratings & Reviews

4.6
out of 5
5 Ratings

About

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

Information

  • Creator
    Tony Sirianni
  • Years Active
    2019 - 2024
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © Copyright 2024 The Tony Sirianni Podcast
  • Show Website
    The Tony Sirianni Podcast

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