The Tony Sirianni Podcast

From Envestnet to Field: Bill Crager on Data, AI and the Future of Advice

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, s

Tony Sirianni with David Karr, Chairman of Equitable Advisors

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 advi

Tony Sirianni with Greg Bruce, President of RIA and Custody Services at Raymond James

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 Ra

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 suppor

Tony Sirianni with John Langston — Founder & CEO of Republic Capital Group

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

A Conversation Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp.

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

A Conversation with Adam Malamed — CEO of Sanctuary Wealth

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 contin

A Conversation with John Peluso — EVP and Partner at Thurston Capital

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 autono

A Conversation with Tony Mazzali — CEO of CG Financial Services

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, diversi

A Conversation with Kay Lynn Mayhue — President of Merit Financial

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 cult

A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank

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

A Conversation with Susie Cranston — CEO of Cresset

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

A Conversation with Taylor Matthews — Co-Founder and CEO of Farther

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 proces

Tony Sirianni with Prospect Capital’s President, Grier Eliasek

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

Tony Sirianni with Muriel Siebert & Co.’s Co-CEO Richie Gebbia

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, partn

Tony Sirianni with Interactive Brokers’ Founder and Chairman Thomas Peterffy

A Conversation with Thomas Peterffy

Tony Sirianni with Concurrent’s CEO and Co-founder Nate Lenz

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 inf

Tony Sirianni with One Capital Management’s Co-founders Donald H. McDonald and Patrick J. Bowen

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/ad

Tony Sirianni with Shannon Reid, President and Head of Advisor Growth & Engagement at Osaic

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

Tony Sirianni with Tom Halloran, President & CEO at Cetera Advisors

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 larg