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The Tony Sirianni Podcast

Tony Sirianni

Business Careers

The Tony Sirianni Podcast

Latest episode

74 episodes

Tony Sirianni with Janel Jackson - Principal, Head of Bank & Institutional at Vanguard Financial Advisor Services
27/02/2026 | 18 mins.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Janel Jackson - Principal, Head of Bank & Institutional at Vanguard Financial Advisor Services. The two discuss generational wealth transfer, building emotional trust with your clients, understanding all products within the marketplace, leveraging AI tools to determine investment opportunities, and a continual focus on practice management.
Tony Sirianni with Bob Milligan, Managing Partner of 1792 Wealth Advisors
18/02/2026 | 23 mins.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Bob Milligan, Managing Partner of 1792 Wealth Advisors. The two discuss the do’s and don’ts of starting an RIA, your clients being the most important people in the room, integrating investment banking into your business, enhancing enterprise value through operational scale and efficiencies, and getting compensated well for your life’s work.
Tony Sirianni with George Nichols III, President & CEO of The American College of Financial Services
12/02/2026 | 20 mins.
This week, AdvisorHub’s CEO, Tony Sirianni talks with George Nichols III, President & CEO of the American College of Financial Services. The two discuss professionalizing the life insurance agent and financial advisor, focusing on your clients’ needs, specialization around clients’ financial planning, the dynamics of the family office concept, and the efficiency of using A.I.
Tony Sirianni with Rob Bartenstein and Scott Wilson of Kestra Private Wealth Services
10/02/2026 | 23 mins.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rob Bartenstein, Founder and President and Scott Wilson, Founder and Senior Managing Director of Kestra Private Wealth Services. The three discuss proving out the concept of your firm, a juxtaposition of firm culture, specialization of commercial real estate investments, helping advisors identify regulatory risk, and having a consistently strong growth curve.
Tony Sirianni with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik
30/01/2026 | 20 mins.
This week, AdvisorHub’s CEO, Tony Sirianni talks with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik. The two discuss preparing your clients for “what if” scenarios, decisions around inheritance, income tax advantages and disadvantages, navigating liquidity planning, and managing capital gains exposure.

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About The Tony Sirianni Podcast

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

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Business Careers

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