A Conversation with Kay Lynn Mayhue — President of Merit Financial
This week, AdvisorHub’s CEO, Tony Sirianni talks with Kay Lynn Mayhue — President of Merit Financial. The two discuss the institutionalization of organic growth, how culture is everyone’s responsibility, challenges around private equity, working strategically with investors, and enhancing the team …
A Conversation with Tony Mazzali — CEO of CG Financial Services
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tony Mazzali — CEO of CG Financial Services. The two discuss transitioning from a practice to an enterprise, diversifying into tax and insurance, keeping mentorship and apprenticeship traits, retaining a human element within a firm, and how AI i…
A Conversation with John Peluso — EVP and Partner at Thurston Capital
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 entrep…
A Conversation with Adam Malamed — CEO of Sanctuary Wealth
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 …
A Conversation Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp.
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 marke…
Tony Sirianni with John Langston — Founder & CEO of Republic Capital Group
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 …
Tony Sirianni with Merritt Point Wealth Advisors’ Founder & Executive Chairman Ross Bauer
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…
Tony Sirianni with Greg Bruce, President of RIA and Custody Services at Raymond James
This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Bruce, President of RIA and Custody Services at Raymond James. The two discuss maintaining an alignment with Raymond James culture, building culture in the custodial space, creating a harmonious partnership with banking representatives, how…
Tony Sirianni with David Karr, Chairman of Equitable Advisors
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 nav…
From Envestnet to Field: Bill Crager on Data, AI and the Future of Advice
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.
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