Tony Sirianni with Merritt Point Wealth Advisors’ Founder & CEO Jay Andrews and Founder & COO Ross Bauer
This week, AdvisorHub’s CEO, Tony Sirianni talks with Merritt Point Wealth Advisors’ Founder & CEO Jay Andrews and Founder & COO Ross Bauer. The three discuss 2025 being a record year for M&A, the many different definitions of what independence means, equity being a driver in the marketplace, how discipline creates successful results, and the value of next generation advisors in growing your business.
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22:08
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22:08
A Conversation with Stan Gregor — CEO of Summit Financial
This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss the increasing pace of M&A, the details around equity deals, how growth must be a part of selling your firm, determining an alignment of outcomes, bringing the right people into the right ecosystem, and improvements in technologies and efficiencies.
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22:58
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22:58
A Conversation with Brad Genser — Co-Founder and CTO of Farther
This week, AdvisorHub’s CEO, Tony Sirianni talks with Brad Genser — Co-Founder and CTO of Farther. The two discuss how advisors are voting with their feet, creating exceptional returns for clients, the emergence of technology within the industry, managing client demands, and allowing technology to elevate your client relationships while still keeping a human connection.
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23:54
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23:54
A Conversation with Sean George — Head of Business Development at Equitable Advisors
This week, AdvisorHub’s CEO, Tony Sirianni talks with Sean George — Head of Business Development at Equitable Advisors. The two discuss where the wealth management space is headed, organic vs. inorganic growth, the integration of wealth management and insurance, building phenomenal support systems, how clients have evolved to wanting and needing leadership from their advisors, and developing a human capital strategy to drive growth.
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21:28
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21:28
A Conversation with Tim Bello — Managing Partner and Co-Founder of Merchant
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tim Bello — Managing Partner and Co-Founder of Merchant. The two discuss the state of the advisor marketplace, a shift in mindset around firm definitions, building a firm with people of similar vision, obtaining success through energy and motivation, and creating a firm’s ecosystem through advice and execution
Ireland