The Tony Sirianni Podcast

The Tony Sirianni Podcast


Latest Episodes

Tony Sirianni with Kestra’s Rob Bartenstein on the Inverted Demographic Pyramid of Our Business
December 19, 2023

This week, AdvisorHubs 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&

Tony Sirianni with Avantax’s Laurie Stack, VP of Business Development, Head of the Avantax Women’s Advisor Forum
October 19, 2023

This week, AdvisorHubs 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, movi

Tony Sirianni with Evoke Advisors’ Managing Partner and Co-CIO, Alex Shahidi on Investments First vs. a Sales First Approach
August 29, 2023

This week, AdvisorHubs CEO, Tony Sirianni talks with Alex Shahidi, Managing Partner and Co-CIO of Evoke Advisors. The two discuss the new efficiencies of technology, surrounding yourself with people

Tony Sirianni with D.A. Davidson’s Michael Purpura on the Competitiveness of the Book Acquisition Business
August 23, 2023

This week, AdvisorHubs CEO, Tony Sirianni talks with Michael Purpura, President of Wealth Management at D.A. Davidson. The two discuss taking a balanced approach, Regionals now being considered the n

Tony Sirianni with Concourse Financial Group’s Libet Anderson on Maintaining a Vibrant Firm Culture
August 04, 2023

This week, AdvisorHubs CEO, Tony Sirianni talks with Libet Anderson, President of Wealth Management at Concourse Financial Group. The two discuss succession journeys, the matchmaking aspect of recr

Tony Sirianni with Summit Financials’ Stan Gregor on Keeping a Position of Control and Receiving Value From Your Business
July 28, 2023

AdvisorHubs CEO, Tony Sirianni talks with Stan Gregor, Chairman & CEO of Summit Financial. The two discuss the importance of deal structure, phantom or dream equity, determining positive cash flo

A Conversation with Michael Purpura, President, Wealth Management at D.A. Davidson Companies
October 19, 2021

[caption id="attachment_96583" align="alignright" width="300"] D.A. Davidson’s President of Wealth Management — Michael Purpura[/caption] This week, AdvisorHub’s CEO, Tony Sirianni talks…Read More

A Conversation with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth
September 16, 2021

This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm - SVP, Practice Management & RIA Services at Commonwealth.Read More

A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.-Sept. 2021
September 09, 2021

This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski, Chief Executive Officer of Stifel Financial Corp. The two discuss post-Covid change, uncertainty, innovation and adaptationRead Mo

A Conversation with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group
July 28, 2021

This week, AdvisorHub’s CEO, Tony Sirianni talks with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group. The…Read More