10 episodes
The Tony Sirianni Podcast Tony Sirianni
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- Business
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4.5 • 4 Ratings
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Tony Sirianni discusses the financial advising industry with experts in the field.
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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.
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Tony Sirianni with Kestra’s Rob Bartenstein on the Inverted Demographic Pyramid of Our Business
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.
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Tony Sirianni with Avantax’s Laurie Stack, VP of Business Development, Head of the Avantax Women’s Advisor Forum
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.