The Tony Sirianni Podcast

The Tony Sirianni Podcast


Latest Episodes

Tony Sirianni with Summit Financial’s CEO, Stan Gregor on Various Equity Models and Distribution Waterfalls
May 22, 2024

This week, AdvisorHubs CEO, Tony Sirianni talks with Stan Gregor CEO of Summit Financial. The two discuss minority interest purchase models, liquidity end game strategies, deferred compensation vs.

A Conversation with Robert Milligan — Managing Partner of 1792 Wealth Advisors
May 20, 2024

This week, AdvisorHubs CEO, Tony Sirianni talks with Robert Milligan Managing Partner of 1792 Wealth Advisors. The two discuss providing better economics for financial advisors, equity vs. enterpri

Tony Sirianni with AdviseHer’s Beth Fitzgerald and Holly Reimel — Co-Founders of AdviseHer Consulting on The Changing Advisor Model Dynamic
May 02, 2024

This week, AdvisorHubs 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,

A Conversation with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth
April 15, 2024

This week, AdvisorHubs 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

A Conversation with Katie Stockton — Founder and Managing Partner, Fairlead Strategies, LLC
April 05, 2024

This week, AdvisorHubs CEO, Tony Sirianni talks with Katie Stockton Founder and Managing Partner, Fairlead Strategies, LLC. The two discuss accumulated advanced timelines, trend exhaustion indicato

A Conversation with Charlie Schwartz — Senior Vice President, Senior Manager – Branch Development at Benjamin F. Edwards
February 08, 2024

This week, AdvisorHubs CEO, Tony Sirianni talks with Charlie Schwartz Senior Vice President, Senior Manager Branch Development at Benjamin F. Edwards. The two discuss building your business throu