Tony Sirianni with Merritt Point Wealth Advisors’ Founder & Executive Chairman Ross Bauer

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.