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The Tony Sirianni Podcast

 

Tony Sirianni Podcast Banner

This is the must listen-to podcast for financial advisors and industry leaders by Tony Sirianni, the CEO and Publisher of Advisor Hub. Get industry insight from this informative podcast, where we put our ever changing business into perspective.

Tony is joined by industry leaders, mavericks, and disruptors who give their take on our industry and their thoughts on where we are headed.


The Latest Episode

Tony Sirianni podcast guest David Canter

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

This week, AdvisorHub’s CEO, Tony Sirianni talks with David Canter, EVP, Head of the RIA Segment at Fidelity Institutional. The two discuss topics including how the FA business was not adversely impacted regardless of the pandemic — but perhaps firm culture was, decentralized finance (“de-fi”), the importance of advisors staying educated, and informing clients about Bitcoin, cryptocurrency and Blockchain technology.

LISTEN

 

More episodes coming soon featuring industry leaders

 


About Tony Sirianni

Tony Sirianni

Tony Sirianni is a twenty-nine-year financial services industry veteran and the Publisher/Owner of AdvisorHub, the nation’s leading Financial Services news website. He is the former Managing Partner of Sirianni Strategy Group, President of Steward Partners Consulting Solutions  and founding partner of both Steward Partners Holdings and Washington Wealth Management (CEO), two of the fastest growing RIAs in history.

He was an Executive Director and Complex Manager at Morgan Stanley, Smith Barney, and Legg Mason. He ran a bank brokerage program at Crestar bank in its Richmond headquarters, was Director of Annuities for Mass Mutual Insurance in Va., ran an internal wholesaling team for Oppenheimer Funds at the World Trade Center, and was a broker at Merrill Lynch on 5th ave. in Manhattan.

He has been roundly acknowledged by the financial press as an innovator and thought leader in the emerging post-wirehouse advisor world.

He turned AdvisorHub from a salacious blog, into the most respected advisor news site on the street. His innovative publishing ideas like AH’s Deals and Comp pages, RIA Center, Recruiting Wire, Enforcement section, etc. are much copied by competitors. He holds seminars for marketing execs and advertising firms on mega-trends in the advisor marketplace. His opinion articles are known to drive policy decisions at major firms.

He has created the industry’s top culture survey, and the Industry in Transition event, an annual sold-out advisor and industry leader event in NYC that brings hundreds of the top advisors in the country together to hear from C-suite leadership. He is a sought after speaker on industry trends and challenges.

Tony has done extensive business planning with hundreds of Advisor teams, groundbreaking RIAs, and Fortune 100 institutions. He is a consultant to some of the largest and best firms in the financial services industry. His podcast attracts leaders of the nation’s largest advisor firms as guests of his one-on-one interviews. His opinion is sought by industry leaders on all advisor facing topics. He has JD, MA, and BS degrees.

 

Listen to recent episodes here:

  • A Conversation with David Canter, EVP, Head of the RIA Segment, Fidelity Institutional – April 2021
  • A Conversation with Kurt Miscinski, President & CEO, Cerity Partners
  • A Conversation with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services – March 2021
  • A Conversation with Patty Carter, Principal, Branch Team Strategy at Edward Jones
  • A Conversation with Avy Stein, Founder, Co-Chairman, Cresset Capital
  • A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.
  • A Conversation with Three Managing Directors at Prudential: Jay Skolnick, Dustin Corrente,  and Stephanie Rivas
  • A Conversation with Pat O’Connell, EVP at Ameriprise Financial Services, LLC
  • A Conversation with Phil Hildebrandt, CEO at Segall Bryant & Hamill LLC
  • A Conversation with Marc Cohen, Senior Vice President of LPL Financial
  • A Conversation with Brad Hearn, President, Retail Advice & Solutions at Prudential Financial – Part 1 of 2: Insurance
  • A Conversation with Brian Hamburger, Founder, President and CEO of MarketCounsel – Part 2
  • A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services – Part 2
  • A Conversation with Bob Oros, CEO of HighTower Advisors – Part 2
  • A Conversation with Shirl Penney, President and CEO of Dynasty Financial Partners – Part 2
  • A Conversation with Frank LaRosa – Part 2
  • A Conversation with Jeff Concepcion, Founder and CEO at Stratos Wealth Partners
  • A Conversation with Jerry Lombard, President, Private Client Group at Janney
  • A Conversation with Bill Crager, Co-Founder and CEO of Envestnet, Inc.
  • A Conversation with Aaron Klein, Co-Founder & Chief Executive Officer at Riskalyze
  • A Conversation with Jim Gold, Chief Executive Officer at Steward Partners Global Advisory
  • A Conversation with John Pierce, Founding Partner of John Pierce Consulting
  • A Conversation with Chuck Hastings and Craig Pirtle of B. Riley Wealth Management
  • A Conversation with Ben Harrison of BNY Mellon’s Pershing Advisor Solutions
  • A Conversation with Jeff Gonyo and Doug Kentfield of Steward Partners Global Advisory
  • A Conversation with Matt Baum, Partner at Ellenoff Grossman & Schole LLP
  • A Conversation with Bob Oros, CEO of HighTower Advisors
  • A Conversation with Chris Mone, EVP and Head of Wealth Management at Wedbush
  • A Conversation with Richard Calhoun, CEO of Laidlaw Wealth Management
  • A Conversation with Rob Bartenstein, CEO of Kestra Private Wealth Services
  • A Conversation with Frank LaRosa, CEO of Elite Consulting Partners
  • A Conversation with Tim Stinson, Head of Wealth Management at Cetera Financial Group
  • A Conversation with Rick Frick, CEO of Gladstone Wealth Group
  • A Conversation with Michael Purpura, President of Wealth Management at D.A. Davidson
  • A Conversation with Steve Sanders, EVP at Interactive Brokers
  • A Conversation with Brian Hamburger, Founder, President and CEO of MarketCounsel
  • A Conversation with Rich Steinmeier, Managing Director and Divisional President, Business Development at LPL Financial
  • A Conversation with David Canter, EVP of Fidelity Clearing & Custody Solutions
  • A Conversation with Eric Clarke, CEO of Orion Advisor Solutions
  • A Conversation with Tim Oden – Senior Managing Director, Advisor Services of Charles Schwab Corporation
  • A Conversation With Mindy Diamond, Founder and CEO of Diamond Consultants
  • A Conversation with Shirl Penney, President and CEO of Dynasty Financial Partners
  • A Conversation with Penny Pennington, Managing Partner of Edward Jones
  • A Conversation With Ron Kruszewski, Chairman and CEO of Stifel Financial Corp.

FROM THE PUBLISHER

  • Sirianni: Toxic Culture

    Sirianni: Toxic Culture

    Apr 20, 2021
  • Welcome to AdvisorHub RIA

    Welcome to AdvisorHub RIA

    Mar 31, 2021
  • From the Publisher: Sirianni’s Predictions for 2021

    From the Publisher: Sirianni’s Predictions for 2021

    Jan 11, 2021
  • Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth

    Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth

    Dec 15, 2020
  • Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO of Segall Bryant & Hamill

    Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO of Segall Bryant & Hamill

    Nov 3, 2020

EXPLORE THESE PODCASTS

AllIndependence
The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
-Ron Kruszewski
-Shirl Penney
-Penny Pennington
-Eric Clarke
and many more
Incisive conversations focused on helping investors navigate the ever-changing global market landscape
Michael Kitces and Carl Richards discuss financial advising topics.
The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.
Interviews and insights for advisors curious about switching to a new broker dealer.
The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.
Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Go behind the scenes with registered investment advisors and other related independent business model experts
As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.
The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.
An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase
Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.
A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.
Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.

RECENT EPISODES FROM THE TONY SIRIANNI PODCAST

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

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

    Apr 19, 2021
  • A Conversation with Kurt Miscinski, President & CEO, Cerity Partners

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

    Apr 12, 2021
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