The Tony Sirianni Podcast

This week, AdvisorHub’s CEO, Tony Sirianni talks with Nate Schelhaas, SVP and Head of the Business Owner Segment at Principal Financial Group. The two discuss independence with a sense of support, onboarding younger advisors, navigating through AI anxiety, conducting informal business evaluations, and recommending the best products and solutions for your clients.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Couch, CEO and Founder of Meridian Wealth Management. The two discuss creating an equity program, keeping a firm’s culture at scale, utilizing AI efficiently, human touch being important in this business, how UHNW clients are seeking a higher level of service for their specialized needs, gaining clients through trusted referrals, and creating a strong tech stack.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts, President of Cetera Tax Channel. The two discuss how AI is making advisors better planners and keeping clients more informed, layering tax planning and preparation into your advice to clients, the benefits of building scale, appreciating the advisors’ differentiated approaches, and maintaining culture and making advisors feel valued.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Bill Crager, Founder & CEO of Field. The two discuss data being the infrastructure of the future, unlocking scale, speed and efficiency for the advisor, utilizing AI’s functionality, and how money is an emotional instrument.

This week, AdvisorHub’s CEO, Tony Sirianni talks with David Karr, Chairman of Equitable Advisors. The two discuss scaling a firm and maintaining culture, cultivating advisor engagement, the impact an advisor can have on clients’ lives, learning to leverage virtual tools and an AI ecosystem, and navigating next-gen advisor initiatives.