Tony Sirianni with Andy Watts, President of Cetera Tax Channel

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.