HeyJaredThe Tony Sirianni Podcast
Tony Sirianni discusses the financial advising industry with experts in the field.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
Tony Sirianni with Merritt Point Wealth Advisors’ Founder & Executive Chairman Ross Bauer (opens the original)
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This week, AdvisorHub’s CEO, Tony Sirianni talks with Merritt Point Wealth Advisors’ Founder & Executive Chairman, Ross Bauer. The two discuss advisors looking for supported independence, how firms adapt to the new marketplace and keep culture at scale, growing strategically with the right partners, using AI to simplify your clients’ lives, and building a replicable platform within your firm’s infrastructure.
Tony Sirianni with John Langston — Founder & CEO of Republic Capital Group (opens the original)
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AdvisorHub’s CEO, Tony Sirianni talks with John Langston — Founder & CEO of Republic Capital Group. The two discuss investigating the goals and objectives of your clients, being in business to problem solve, working with an investment banker to help clients manage processes, understanding data and your clients’ perspective, and equity in a private versus public company.
A Conversation Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. (opens the original)
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This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss Stifel winning a fourth JD Power award, combining AI with a human element, the cottage industry of RIAs and independents, having a focus on the middle market, and being a firm that represents what an advisor is building.
A Conversation with Adam Malamed — CEO of Sanctuary Wealth (opens the original)
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This week, AdvisorHub’s CEO, Tony Sirianni talks with Adam Malamed — CEO of Sanctuary Wealth. The two discuss the challenges around equity and AI, how client needs continue to change and evolve, institutional investments within the industry, the importance of organic growth, the great generational wealth transfer, and the democratization of the family office.
A Conversation with John Peluso — EVP and Partner at Thurston Capital (opens the original)
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This week, AdvisorHub’s CEO, Tony Sirianni talks with John Peluso — EVP and Partner at Thurston Capital. The two discuss corporate control versus embracing advisor autonomy, the rise of the independent firm, building equity and having a sustainable enterprise value, the potential loss of the entrepreneurial spirit, how AI can create scale without hurting human capital, and how the pace of change creates more opportunity.
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