SIRIANNI: An Industry in Transition

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Tony Sirianni discusses the financial advising industry with experts in the field.

Tony Sirianni


    • Jul 28, 2021 LATEST EPISODE
    • every other week NEW EPISODES
    • 24m AVG DURATION
    • 41 EPISODES


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    Latest episodes from SIRIANNI: An Industry in Transition

    A Conversation with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group

    Play Episode Listen Later Jul 28, 2021 24:13


    This week, AdvisorHub's CEO, Tony Sirianni talks with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group. The… Read More The post A Conversation with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group appeared first on AdvisorHub.

    A Conversation with Jeff Smith, Director of Recruiting at Janney Montgomery Scott

    Play Episode Listen Later Jul 7, 2021 19:50


    This week, AdvisorHub's CEO, Tony Sirianni talks with Jeff Smith, Director of Recruiting and Business Development at Janney Montgomery Scott.… Read More The post A Conversation with Jeff Smith, Director of Recruiting at Janney Montgomery Scott appeared first on AdvisorHub.

    A Conversation with Jim Gold, CEO and Co-founder of Steward Partners Global Advisory

    Play Episode Listen Later Jun 30, 2021 22:36


    This week, AdvisorHub's CEO, Tony Sirianni talks with Jim Gold, CEO and Co-Founder of Steward Partners Global Advisory. The two… Read More The post A Conversation with Jim Gold, CEO and Co-founder of Steward Partners Global Advisory appeared first on AdvisorHub.

    A Conversation with Sonny Meraban, CEO of Bitcoin America

    Play Episode Listen Later Jun 23, 2021 22:34


    AdvisorHub's CEO, Tony Sirianni talks with Sonny Meraban, CEO of Bitcoin America. The two discuss the complexities of cryptocurrency, the… Read More The post A Conversation with Sonny Meraban, CEO of Bitcoin America appeared first on AdvisorHub.

    A Conversation with Jim Campbell, Author of “Madoff Talks”

    Play Episode Listen Later Jun 16, 2021 35:17


    AdvisorHub's CEO, Tony Sirianni talks with Jim Campbell, Author of Madoff Talks: Uncovering the Untold Story Behind the Most Notorious… Read More The post A Conversation with Jim Campbell, Author of “Madoff Talks” appeared first on AdvisorHub.

    A Conversation with Andy Schwartz, Partner at Bleakley Financial Group

    Play Episode Listen Later Jun 2, 2021 23:28


    AdvisorHub’s CEO, Tony Sirianni talks with Andy Schwartz, Partner at Bleakley Financial Group. The two discuss the new efficiencies of… Read More The post A Conversation with Andy Schwartz, Partner at Bleakley Financial Group appeared first on AdvisorHub.

    A Conversation with Joe Duran, Head of Personal Financial Management at Goldman Sachs

    Play Episode Listen Later May 26, 2021 25:39


    This week, AdvisorHub’s CEO, Tony Sirianni talks with Joe Duran, Head of Personal Financial Management at Goldman Sachs. The two… Read More The post A Conversation with Joe Duran, Head of Personal Financial Management at Goldman Sachs appeared first on AdvisorHub.

    A Conversation with Andrew Daniels — Managing Principal at Commonwealth Financial Network

    Play Episode Listen Later May 10, 2021 22:26


    This week, AdvisorHub’s CEO, Tony Sirianni speaks with Andrew Daniels — Managing Principal at Commonwealth Financial Network. The two discuss… Read More The post A Conversation with Andrew Daniels — Managing Principal at Commonwealth Financial Network appeared first on AdvisorHub.

    A Conversation with Jeff Stewart, Managing Director at Hilltop Securities Inc.

    Play Episode Listen Later May 3, 2021 20:01


    This week, AdvisorHub’s CEO, Tony Sirianni speaks with Jeff Stewart — Managing Director, Head of Business Development at Hilltop Securities… Read More The post A Conversation with Jeff Stewart, Managing Director at Hilltop Securities Inc. appeared first on AdvisorHub.

    A Conversation with David Canter, EVP, Head of the RIA Segment, Fidelity Institutional – April 2021

    Play Episode Listen Later Apr 19, 2021 25:51


    This week, AdvisorHub’s CEO, Tony Sirianni talks with David Canter, EVP, Head of the RIA Segment at Fidelity Institutional. The… Read More The post A Conversation with David Canter, EVP, Head of the RIA Segment, Fidelity Institutional – April 2021 appeared first on AdvisorHub.

    A Conversation with Kurt Miscinski, President & CEO, Cerity Partners

    Play Episode Listen Later Apr 12, 2021 27:05


    This week, AdvisorHub’s CEO, Tony Sirianni talks with Kurt Miscinski, President & CEO of Cerity Partners. The two discuss the… Read More The post A Conversation with Kurt Miscinski, President & CEO, Cerity Partners appeared first on AdvisorHub.

    A Conversation with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services – March 2021

    Play Episode Listen Later Mar 22, 2021 26:07


    This week, AdvisorHub’s CEO, Tony Sirianni talks with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services. The… Read More The post A Conversation with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services – March 2021 appeared first on AdvisorHub.

    A Conversation with Patty Carter, Principal, Branch Team Strategy at Edward Jones

    Play Episode Listen Later Feb 9, 2021 28:02


    In this episode of the series we explore some of the hottest topics in wealth management with Patty Carter, Principal,… Read More The post A Conversation with Patty Carter, Principal, Branch Team Strategy at Edward Jones appeared first on AdvisorHub.

    A Conversation with Avy Stein, Founder, Co-Chairman, Cresset Capital

    Play Episode Listen Later Jan 25, 2021 25:03


    In this episode of the series we explore some of the hottest topics in wealth management with Avy Stein, Founder… Read More The post A Conversation with Avy Stein, Founder, Co-Chairman, Cresset Capital appeared first on AdvisorHub.

    A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.

    Play Episode Listen Later Jan 7, 2021 24:11


    One of wealth management’s leading voices shares his thoughts on the industry, and what advisors need to do to compete… Read More The post A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp. appeared first on AdvisorHub.

    A Conversation with Three Managing Directors at Prudential: Jay Skolnick, Dustin Corrente,  and Stephanie Rivas

    Play Episode Listen Later Dec 22, 2020 29:24


    AdvisorHub’s CEO Tony Sirianni sits down to chat with Jay Skolnick, Managing Director, Prudential — Dustin Corrente, Managing Director, Prudential — Stephanie Rivas, Managing Director, Prudential — about the current state of the industry and what the future holds for advisors in 2021. Read More The post A Conversation with Three Managing Directors at Prudential: Jay Skolnick, Dustin Corrente,  and Stephanie Rivas appeared first on AdvisorHub.

    A Conversation with Pat O’Connell, EVP at Ameriprise Financial Services, LLC

    Play Episode Listen Later Dec 14, 2020 26:35


    AdvisorHub’s CEO Tony Sirianni sits down to chat with Pat O’Connell, Executive Vice President at Ameriprise Financial Services about the current state of the industry and what the future holds for advisors in 2021. Read More The post A Conversation with Pat O’Connell, EVP at Ameriprise Financial Services, LLC appeared first on AdvisorHub.

    A Conversation with Phil Hildebrandt, CEO at Segall Bryant & Hamill LLC

    Play Episode Listen Later Dec 7, 2020 23:03


    In this episode of the series we explore some of the hottest topics in wealth management with Philip Hildebrandt, CEO… Read More The post A Conversation with Phil Hildebrandt, CEO at Segall Bryant & Hamill LLC appeared first on AdvisorHub.

    A Conversation with Marc Cohen, Senior Vice President of LPL Financial

    Play Episode Listen Later Oct 26, 2020 22:59


    In this episode we explore some of the hottest topics in wealth management with Marc Cohen, Senior Vice President at… Read More The post A Conversation with Marc Cohen, Senior Vice President of LPL Financial appeared first on AdvisorHub.

    A Conversation with Brad Hearn, President, Retail Advice & Solutions at Prudential Financial – Part 1 of 2: Insurance

    Play Episode Listen Later Oct 20, 2020 17:39


    In part 1 of this 2-part series, we explore topics such as insurance, financial planning, and investments with Brad Hearn, President - Retail Advice and Solutions at Prudential Financial. Read More The post A Conversation with Brad Hearn, President, Retail Advice & Solutions at Prudential Financial – Part 1 of 2: Insurance appeared first on AdvisorHub.

    A Conversation with Brian Hamburger, Founder, President and CEO of MarketCounsel – Part 2

    Play Episode Listen Later Sep 28, 2020 28:23


    LISTEN TO PART 1 In this episode we explore some of the hottest topics in wealth management with Brian Hamburger,… Read More The post A Conversation with Brian Hamburger, Founder, President and CEO of MarketCounsel – Part 2 appeared first on AdvisorHub.

    A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services – Part 2

    Play Episode Listen Later Sep 21, 2020 23:35


    LISTEN TO PART ONE In this episode we explore some of the hottest topics in wealth management today with Rob… Read More The post A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services – Part 2 appeared first on AdvisorHub.

    A Conversation with Bob Oros, CEO of HighTower Advisors – Part 2

    Play Episode Listen Later Sep 14, 2020 23:13


    AdvisorHub’s CEO Tony Sirianni sits down to chat with Bob Oros, Chief Executive officer at Hightower Advisors about meaningful value advisors can provide to their clients during times like these, what advisors can do to balance work and family, technology and what the future holds for everyone in this industry. Read More The post A Conversation with Bob Oros, CEO of HighTower Advisors – Part 2 appeared first on AdvisorHub.

    A Conversation with Shirl Penney, President and CEO of Dynasty Financial Partners – Part 2

    Play Episode Listen Later Sep 8, 2020 30:40


    LISTEN TO PART 1 In this episode we explore some of the hottest topics in wealth management today with Shirl… Read More The post A Conversation with Shirl Penney, President and CEO of Dynasty Financial Partners – Part 2 appeared first on AdvisorHub.

    A Conversation with Frank LaRosa – Part 2

    Play Episode Listen Later Sep 8, 2020 29:48


    LISTEN TO PART 1 In this episode we explore some of the hottest topics in wealth management today with Frank… Read More The post A Conversation with Frank LaRosa – Part 2 appeared first on AdvisorHub.

    A Conversation with Jeff Concepcion, Founder and CEO at Stratos Wealth Partners

    Play Episode Listen Later Aug 24, 2020 23:08


    In this episode we explore some of the hottest topics in wealth management today with Jeff Concepcion, Founder & Chief… Read More The post A Conversation with Jeff Concepcion, Founder and CEO at Stratos Wealth Partners appeared first on AdvisorHub.

    A Conversation with Jerry Lombard, President, Private Client Group at Janney

    Play Episode Listen Later Aug 3, 2020 25:03


    In this episode we explore some of the hottest topics in wealth management today with Jerry Lombard, President, Private Client Group… Read More The post A Conversation with Jerry Lombard, President, Private Client Group at Janney appeared first on AdvisorHub.

    A Conversation with Bill Crager, Co-Founder and CEO of Envestnet, Inc.

    Play Episode Listen Later Jul 20, 2020 23:44


    In this episode we explore some of the hottest topics in wealth management today with Bill Crager, Co-Founder & Chief… Read More The post A Conversation with Bill Crager, Co-Founder and CEO of Envestnet, Inc. appeared first on AdvisorHub.

    A Conversation with Aaron Klein, Co-Founder & Chief Executive Officer at Riskalyze

    Play Episode Listen Later Jul 7, 2020 25:56


      In this episode we explore some of the hottest topics in wealth management today with Aaron Klein, Co-Founder &… Read More The post A Conversation with Aaron Klein, Co-Founder & Chief Executive Officer at Riskalyze appeared first on AdvisorHub.

    A Conversation with Jim Gold, Chief Executive Officer at Steward Partners Global Advisory

    Play Episode Listen Later Jun 29, 2020 24:52


      One of wealth management’s leading voices shares his thoughts on the industry, and what advisors need to do to… Read More The post A Conversation with Jim Gold, Chief Executive Officer at Steward Partners Global Advisory appeared first on AdvisorHub.

    A Conversation with John Pierce, Founding Partner of John Pierce Consulting

    Play Episode Listen Later Jun 1, 2020 22:26


        In this episode we explore some of the hottest topics in wealth management today with John Pierce, Founding… Read More The post A Conversation with John Pierce, Founding Partner of John Pierce Consulting appeared first on AdvisorHub.

    A Conversation with Chuck Hastings and Craig Pirtle of B. Riley Wealth Management

    Play Episode Listen Later May 22, 2020 21:11


      In this episode of the series we explore some of the hottest topics in wealth management today with Craig… Read More The post A Conversation with Chuck Hastings and Craig Pirtle of B. Riley Wealth Management appeared first on AdvisorHub.

    A Conversation with Ben Harrison of BNY Mellon’s Pershing Advisor Solutions

    Play Episode Listen Later May 11, 2020 24:29


      In this episode we explore some of the hottest topics in wealth management today with Ben Harrison, Head of… Read More The post A Conversation with Ben Harrison of BNY Mellon’s Pershing Advisor Solutions appeared first on AdvisorHub.

    A Conversation with Jeff Gonyo and Doug Kentfield of Steward Partners Global Advisory

    Play Episode Listen Later May 5, 2020 21:34


      Two of wealth management’s leading voices share their thoughts on the industry, and what advisors need to do to… Read More The post A Conversation with Jeff Gonyo and Doug Kentfield of Steward Partners Global Advisory appeared first on AdvisorHub.

    A Conversation with Matt Baum, Partner at Ellenoff Grossman & Schole LLP

    Play Episode Listen Later Apr 27, 2020 20:44


      In this episode we explore some of the hottest topics in wealth management today with Matt Baum, Partner at… Read More The post A Conversation with Matt Baum, Partner at Ellenoff Grossman & Schole LLP appeared first on AdvisorHub.

    A Conversation with Bob Oros, CEO of HighTower Advisors

    Play Episode Listen Later Apr 20, 2020 25:12


      In this episode we explore some of the hottest topics in wealth management today with Bob Oros, Chief Executive… Read More The post A Conversation with Bob Oros, CEO of HighTower Advisors appeared first on AdvisorHub.

    A Conversation with Chris Mone, EVP and Head of Wealth Management at Wedbush

    Play Episode Listen Later Apr 13, 2020 26:09


      One of wealth management’s leading voices shares his thoughts on the industry, and what advisors need to do to… Read More The post A Conversation with Chris Mone, EVP and Head of Wealth Management at Wedbush appeared first on AdvisorHub.

    A Conversation with Richard Calhoun, CEO of Laidlaw Wealth Management

    Play Episode Listen Later Mar 30, 2020 22:49


      In this episode we explore some of the hottest topics in wealth management today with Richard Calhoun, Chief Executive… Read More The post A Conversation with Richard Calhoun, CEO of Laidlaw Wealth Management appeared first on AdvisorHub.

    A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services

    Play Episode Listen Later Mar 16, 2020 24:16


    In this episode we explore some of the hottest topics in wealth management today with Rob Bartenstein, Chief Executive Officer… Read More The post A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services appeared first on AdvisorHub.

    A Conversation with Frank LaRosa, CEO of Elite Consulting Partners

    Play Episode Listen Later Mar 3, 2020 22:40


      In this episode, we explore some of the hottest topics in wealth management today with Frank LaRosa, CEO of… Read More The post A Conversation with Frank LaRosa, CEO of Elite Consulting Partners appeared first on AdvisorHub.

    A Conversation with Tim Stinson, Head of Wealth Management at Cetera Financial Group

    Play Episode Listen Later Feb 24, 2020 19:33


    In this episode we explore some of the hottest topics in wealth management today with Tim Stinson, Head of Wealth… Read More The post A Conversation with Tim Stinson, Head of Wealth Management at Cetera Financial Group appeared first on AdvisorHub.

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