Episodes

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.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss Stifel winning a fourth JD Power award, combining AI with a human element, the cottage industry of RIAs and independents, having a focus on the middle market, and being a firm that represents what an advisor is building.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Adam Malamed — CEO of Sanctuary Wealth. The two discuss the challenges around equity and AI, how client needs continue to change and evolve, institutional investments within the industry, the importance of organic growth, the great generational wealth transfer, and the democratization of the family office.

This week, AdvisorHub’s CEO, Tony Sirianni talks with John Peluso — EVP and Partner at Thurston Capital. The two discuss corporate control versus embracing advisor autonomy, the rise of the independent firm, building equity and having a sustainable enterprise value, the potential loss of the entrepreneurial spirit, how AI can create scale without hurting human capital, and how the pace of change creates more opportunity.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tony Mazzali — CEO of CG Financial Services. The two discuss transitioning from a practice to an enterprise, diversifying into tax and insurance, keeping mentorship and apprenticeship traits, retaining a human element within a firm, and how AI is accelerating the “find and grind” mentality.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Kay Lynn Mayhue — President of Merit Financial. The two discuss the institutionalization of organic growth, how culture is everyone’s responsibility, challenges around private equity, working strategically with investors, and enhancing the team experience with AI.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank. The two discuss how advisors are choosing between W2 and independent models, consistently improving your firm’s platform, understanding sophisticated credit, having a multi-custodial model, working together and building a culture of respect, and adapting to frequent industry changes.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Susie Cranston — CEO of Cresset. The two discuss building a model where advisors are involved in the firm’s strategy, the acceleration of equity within the RIA space, the uptick of wealth creation in the United States, addressing advisor concerns about AI, the adoption of family wealth services, and generational wealth transfer.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Taylor Matthews — Co-Founder and CEO of Farther. The two discuss how advisors can struggle with transactional processes, advisors adding efficiencies through AI but continuing to provide expertise, judgement and trust, growing and monetizing your business for the long term, and managing clients who are still in the asset accumulation phase.

This week, AdvisorHub’s CEO, Tony Sirianni talks with the President of Prospect Capital, Grier Eliasek. The two discuss the growth of private credit, AI’s exposure within software companies, lower risk/greater reward opportunities, public versus private markets, and having the expertise to create success for clients.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Muriel Siebert & Co.’s Co-CEO Richie Gebbia. The two discuss clients who have an appetite for private markets, partnerships with influential firms, using AI to build a financial blueprint, education and mentorship for younger advisors, specializing in bonds, and helping clients manage market volatility.

A Conversation with Thomas Peterffy

This week, AdvisorHub’s CEO, Tony Sirianni talks Concurrent’s CEO and Co-founder, Nate Lenz. The two discuss the spectrum of affiliation options, leveraging scale and infrastructure, the changing landscape of financing, the influx of capital coming into the business, focusing on data infrastructure, and casting a wide net of product availability.

This week, AdvisorHub’s CEO, Tony Sirianni talks with One Capital Management’s Co-founders Donald H. McDonald and Patrick J. Bowen. The three discuss supporting client/advisor relationships, having a niche component within your practice, having the ultimate authority over customization points, building an internal asset management capability, and how to use AI as a tool to increase efficiency.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Shannon Reid, President and Head of Advisor Growth & Engagement at Osaic. The two discuss having a future focus for your firm, being multi-custodial, equity versus enterprise value, respecting the value of the advisor/client relationship, maintaining a human touch and engagement, and building an agile and nimble firm platform.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tom Halloran, President & CEO at Cetera Advisors. The two discuss consolidation of the M&A business, building a large firm with a small feel, offering advisors choice and flexibility, managing culture at scale, finding alignment with your advisors, and working with frequent technology changes.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Kevin M. Keefe, President & COO at Independent Financial Group. The two discuss the importance of culture and advisor alignment, giving clients confidence, security and opportunity, how AI is creating capacity, consistency and efficiency for the advisor, being a service first / high-touch firm, and prioritizing a high-quality community.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tash Elwyn - President, Private Client Group at Raymond James. The two discuss the wealth management space as split into two extremes, advisors increasingly feeling forced to choose between capabilities vs. culture, scale without meaningful improvement in services, how firms without scale and specialized resources tend to struggle, AI reinforcing consensus thinking, and equity and practice ownership evolution.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Joe Montgomery, Managing Director - Investments, Optimal Service Group of Wells Fargo Advisors. The two discuss the importance of mentorship, developing a playbook for your team, scaling up using technology such as AI, the opportunities around prospecting, how clients have changed over the years, and continuity of care.