by Tony Sirianni
Tony Sirianni discusses the financial advising industry with experts in the field.
Language
🇺🇲
Publishing Since
9/8/2020
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Phone Numbers
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April 15, 2025
This week, AdvisorHub’s CEO, Tony Sirianni talks with John Amore. As Kestra Financial’s new President, John reflects on his career journey, highlighting the shift toward independence in wealth management. He shares how Kestra empowers entrepreneurial advisors with full-service capabilities, strong tech, and a supportive culture. John emphasizes the importance of selective growth, solid capital backing, and advisor-aligned equity. He also discusses industry consolidation, the need for firms to focus fully on wealth management, and having a commitment to fostering a collaborative advisor community.
April 10, 2025
This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss a range of topics, from market volatility and the role of AI in the advisory business to recruiting and the importance of strong company culture. Ron's perspective on navigating market corrections and the influence of political factors, like tariffs, is insightful. Ron touches on the evolving role of technology, particularly AI, in enhancing advisory processes but not replacing the human element.To hear more from Ron, register for Stifel’s Financial Advisor Virtual Open House: www.choosestifel.com/openhouse (http://www.choosestifel.com/openhouse)Visit AdvisorHub for more news and resources for financial advisors: http://www.advisorhub.com (http://www.advisorhub.com).
March 27, 2025
AdvisorHub’s CEO, Tony Sirianni talks with Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management. The three discuss how the industry is evolving to the independent space, the challenge of finding the next generation of wealth advisors, good culture including transparency and optionality, profit sharing and incentivizing recruiting, and the willingness to invest in your business.
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Barron's Advisor
Michael Kitces
Elite Consulting Partners
Oaktree Capital Management
Capital Group
The Idea Farm
All-In Podcast, LLC
Bloomberg
The Compound
Excess Returns
Colossus | Investing & Business Podcasts
Mindy Diamond Financial Advisor Recruiter and Consultant
Investopedia
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