The Tony Sirianni Podcast

Latest Episodes
A Conversation with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth
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
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
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
Tony Sirianni with Kestra’s Rob Bartenstein on the Inverted Demographic Pyramid of Our Business
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
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
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
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
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
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
[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