The Tony Sirianni Podcast

The Tony Sirianni Podcast


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

July 29, 2024

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.