10 episodes

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

SIRIANNI: An Industry in Transition Tony Sirianni

    • Business
    • 4.7 • 3 Ratings

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

    A Conversation with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth

    A Conversation with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth. The two discuss resuming engagement with advisors, the impact of tax changes on succession plans, the elements of teaming with the new generation of advisors, and using new technology to better our business.

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    • 21 min
    A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.-Sept. 2021

    A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.-Sept. 2021

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski, Chief Executive Officer of Stifel Financial Corp. The two discuss post-Covid change, uncertainty, innovation and adaptation. In addition, the two examine new tax law implications, social media and digital currencies, and the perception of value within our industry.

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    • 17 min
    A Conversation with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group

    A Conversation with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group. The two discuss continuity and succession plans, formulating a go-to-market plan for advisors, investors’ insatiable appetite for advice, and elevating advisors’ understanding of new regulation implications.

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    • 24 min
    A Conversation with Jeff Smith, Director of Recruiting at Janney Montgomery Scott

    A Conversation with Jeff Smith, Director of Recruiting at Janney Montgomery Scott

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Jeff Smith, Director of Recruiting and Business Development at Janney Montgomery Scott. The two discuss how new efficiencies were discovered during the pandemic, lifestyle and business choices of going independent, how the culture at regional firms starts at the top, and the entrepreneurial spirit at Janney.

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    • 19 min
    A Conversation with Jim Gold, CEO and Co-founder of Steward Partners Global Advisory

    A Conversation with Jim Gold, CEO and Co-founder of Steward Partners Global Advisory

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold, CEO and Co-Founder of Steward Partners Global Advisory. The two discuss these transformational times as we come out of the pandemic, contemplating your business and personal life, building long-term collaborations, and the new partnership between Steward Partners and Goldman Sachs.

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    • 22 min
    A Conversation with Sonny Meraban, CEO of Bitcoin America

    A Conversation with Sonny Meraban, CEO of Bitcoin America

    AdvisorHub’s CEO, Tony Sirianni talks with Sonny Meraban, CEO of Bitcoin America. The two discuss the complexities of cryptocurrency, the high adoption rate of Bitcoin, and Bitcoin ATMs and universal kiosks.

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    • 22 min

Customer Reviews

4.7 out of 5
3 Ratings

3 Ratings

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