A Conversation with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — CEO, and Todd Brandstadt — Director of Branches at Benjamin F. Edwards. The three discuss the advisor industry post-Covid, the firm’s history of 130+ years and six generations, nurturing client relationships and growing your business, and retaining traditional values.
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22:34
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22:34
A Conversation with Fernando De Leon — Founder & CEO of Leon Capital Group
This week, AdvisorHub’s CEO, Tony Sirianni talks with Fernando De Leon — Founder & CEO of Leon Capital Group. The two discuss utilizing finite resources, scaling up different businesses, relationships with RIA and investment managers, building a business and compounding wealth, and the growth of American capitalism.
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19:31
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19:31
A Conversation with Jim Gold — CEO of Steward Partners
This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO of Steward Partners. The two discuss the impending advisor retirement wave, breakaway M&A trends, continually improving culture and morale, creating efficiency and scale, and the significance of brand pride.
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23:40
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23:40
A Conversation with Rich Steinmeier — CEO of LPL Financial
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth.
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24:11
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24:11
A Conversation with Michael Purpura — President of Wealth Management at D.A. Davidson
AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura — President of Wealth Management at D.A. Davidson. The two discuss how markets can impact recruiting, keeping consistency and stability during a turbulent economy, employee equity ownership, efficiencies that can be driven by A.I. technology, building wealth and enterprise value, and D.A. Davidson being independent for 90 years.
Ireland