The Tony Sirianni Podcast

This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts, President of Cetera Tax Channel. The two discuss how AI is making advisors better planners and keeping clients more informed, layering tax planning and preparation into your advice to clients, the benefits of building scale, appreciating the advisors’ differentiated approaches, and maintaining culture and making advisors feel valued.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Bill Crager, Founder & CEO of Field. The two discuss data being the infrastructure of the future, unlocking scale, speed and efficiency for the advisor, utilizing AI’s functionality, and how money is an emotional instrument.

This week, AdvisorHub’s CEO, Tony Sirianni talks with David Karr, Chairman of Equitable Advisors. The two discuss scaling a firm and maintaining culture, cultivating advisor engagement, the impact an advisor can have on clients’ lives, learning to leverage virtual tools and an AI ecosystem, and navigating next-gen advisor initiatives.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Bruce, President of RIA and Custody Services at Raymond James. The two discuss maintaining an alignment with Raymond James culture, building culture in the custodial space, creating a harmonious partnership with banking representatives, how to create a legacy for your business, and the evolutionary track of AI.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Merritt Point Wealth Advisors’ Founder & Executive Chairman, Ross Bauer. The two discuss advisors looking for supported independence, how firms adapt to the new marketplace and keep culture at scale, growing strategically with the right partners, using AI to simplify your clients’ lives, and building a replicable platform within your firm’s infrastructure.

AdvisorHub’s CEO, Tony Sirianni talks with John Langston — Founder & CEO of Republic Capital Group. The two discuss investigating the goals and objectives of your clients, being in business to problem solve, working with an investment banker to help clients manage processes, understanding data and your clients’ perspective, and equity in a private versus public company.