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

    13 NOV

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

    24 OCT

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

    26 SEPT

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

    12 SEPT

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

    27 AGO

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

    19 AGO

    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
  7. Tony Sirianni with Fox Rothschild’s Partner David Gehn on How the Advisor Role Has Morphed Into Relationship Management

    7 AGO

    Tony Sirianni with Fox Rothschild’s Partner David Gehn on How the Advisor Role Has Morphed Into Relationship Management

    This week, AdvisorHub’s CEO, Tony Sirianni talks with David Gehn — Partner at Fox Rothschild LLP. The two discuss the protocol around the rules of law, the lack of enforceability of non-competes, technology and support being a driver of decision making, and how politics are being injected into the workforce and changing culture.

    24 min
  8. Tony Sirianni with Pallas Capital Advisors’ Founders on Planning for Organic and Inorganic Growth

    29 JUL

    Tony Sirianni with Pallas Capital Advisors’ Founders on Planning for Organic and Inorganic Growth

    This week, AdvisorHub’s CEO, Tony Sirianni talks with Pallas Capital Advisors’ Founders — Greg Boyle, Charles Evangelakos and Rich Mullen. The four discuss the potential for growing your book of business, servicing ultra-high net worth customers, the delivery of financial and estate planning, supporting second generation advisors, and embracing AI and its impact on your business.

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

Información

  • Creador
    Tony Sirianni
  • Años de actividad
    2019 - 2024
  • Episodios
    50
  • Clasificación
    Apto
  • Copyright
    © Copyright 2024 The Tony Sirianni Podcast
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    The Tony Sirianni Podcast

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