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. JUL 1

    A Conversation with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards. The three discuss the advisor industry post-Covid, the firm’s history of 130+ years and six generations, nurturing client relationships and growing your business, and retaining traditional values.

    23 min

  2. JUN 23

    A Conversation with Fernando De Leon — Founder & CEO of Leon Capital Group

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Fernando De Leon — Founder & CEO of Leon Capital Group. The two discuss utilizing finite resources, scaling up different businesses, relationships with RIA and investment managers, building a business and compounding wealth, and the growth of American capitalism.

    20 min
  3. A Conversation with Jim Gold — CEO of Steward Partners

    JUN 16

    A Conversation with Jim Gold — CEO of Steward Partners

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO of Steward Partners. The two discuss the impending advisor retirement wave, breakaway M&A trends, continually improving culture and morale, creating efficiency and scale, and the significance of brand pride.

    24 min
  4. A Conversation with Rich Steinmeier — CEO of LPL Financial

    JUN 3

    A Conversation with Rich Steinmeier — CEO of LPL Financial

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth.

    24 min
  5. A Conversation with Michael Purpura — President of Wealth Management at D.A. Davidson

    MAY 12

    A Conversation with Michael Purpura — President of Wealth Management at D.A. Davidson

    AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura — President of Wealth Management at D.A. Davidson. The two discuss how markets can impact recruiting, keeping consistency and stability during a turbulent economy, employee equity ownership, efficiencies that can be driven by A.I. technology, building wealth and enterprise value, and D.A. Davidson being independent for 90 years.

    24 min
  6. A Conversation with John Amore — President of Kestra Financial

    APR 15

    A Conversation with John Amore — President of Kestra Financial

    This week, AdvisorHub’s CEO, Tony Sirianni talks with John Amore. As Kestra Financial’s new President, John reflects on his career journey, highlighting the shift toward independence in wealth management. He shares how Kestra empowers entrepreneurial advisors with full-service capabilities, strong tech, and a supportive culture. John emphasizes the importance of selective growth, solid capital backing, and advisor-aligned equity. He also discusses industry consolidation, the need for firms to focus fully on wealth management, and having a commitment to fostering a collaborative advisor community.

    19 min
  7. A Conversation with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp.

    APR 10

    A Conversation with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp.

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss a range of topics, from market volatility and the role of AI in the advisory business to recruiting and the importance of strong company culture. Ron's perspective on navigating market corrections and the influence of political factors, like tariffs, is insightful. Ron touches on the evolving role of technology, particularly AI, in enhancing advisory processes but not replacing the human element. To hear more from Ron, register for Stifel’s Financial Advisor Virtual Open House: www.choosestifel.com/openhouse Visit AdvisorHub for more news and resources for financial advisors: http://www.advisorhub.com.

    23 min
  8. A Conversation Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management

    MAR 27

    A Conversation Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management

    AdvisorHub’s CEO, Tony Sirianni talks with Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management. The three discuss how the industry is evolving to the independent space, the challenge of finding the next generation of wealth advisors, good culture including transparency and optionality, profit sharing and incentivizing recruiting, and the willingness to invest in your business.

    25 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 - 2025
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © Copyright 2025 The Tony Sirianni Podcast
  • Show Website
    The Tony Sirianni Podcast

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