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The Tony Sirianni Podcast

Tony Sirianni
Artificial Intelligence
Advisorhub
Wealth Management
Independent Wealth Management
Financial Services
Ann Partners
Dynasty Financial Partners
Raymond James
Private Credit
Father
Interactive Brokers
Osaic
Farther
Edward Jones
Merchant
Wealth Transfer
Independent Channels / Rias
DA Davidson Trust
Massmutual
Kestra Private Wealth Services

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

PublishesWeeklyEpisodes50Founded7 years ago
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Artwork for The Tony Sirianni Podcast

Latest Episodes

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 stra... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank. The two discuss how advisors are choosing between W2 and independent models, consistently improving your firm’s platform, understand... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with Susie Cranston — CEO of Cresset. The two discuss building a model where advisors are involved in the firm’s strategy, the acceleration of equity within the RIA space, the uptick of wealth creation... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with Taylor Matthews — Co-Founder and CEO of Farther. The two discuss how advisors can struggle with transactional processes, advisors adding efficiencies through AI but continuing to provide expertise... more

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Recent Guests

Susie Cranston
CEO of Cresset
Cresset
Episode: A Conversation with Susie Cranston — CEO of Cresset
Taylor Matthews
CEO of Father
Father
Episode: A Conversation with Taylor Matthews — Co-Founder and CEO of Farther
Grier Eliasek
President of Prospect Capital
Prospect Capital
Episode: Tony Sirianni with Prospect Capital’s President, Grier Eliasek
Richie Gebbia
Co-CEO of Muriel Siebert & Co.
Muriel Siebert & Co.
Episode: Tony Sirianni with Muriel Siebert & Co.’s Co-CEO Richie Gebbia
Thomas Peterffy
Founder and Chairman of Interactive Brokers
Interactive Brokers
Episode: Tony Sirianni with Interactive Brokers’ Founder and Chairman Thomas Peterffy
Nate Lenz
CEO of Concurrent
Concurrent
Episode: Tony Sirianni with Concurrent’s CEO and Co-founder Nate Lenz
Pat Bowen
Co-founder of One Capital
One Capital
Episode: Tony Sirianni with One Capital Management’s Co-founders Donald H. McDonald and Patrick J. Bowen
Donald H. McDonald
Co-founder of One Capital
One Capital
Episode: Tony Sirianni with One Capital Management’s Co-founders Donald H. McDonald and Patrick J. Bowen
Shannon Reid
President of Osaic
Osaic
Episode: Tony Sirianni with Shannon Reid, President and Head of Advisor Growth & Engagement at Osaic

Host

Tony Sirianni
Tony Sirianni, affiliated with AdvisorHub, serves as the host and primary driver of conversations with industry leaders and experts.

Reviews

4.8 out of 5 stars from 8 ratings
  • A Must-Listen for Every Advisor!

    Tony delivers one of the most thoughtful and authentic podcasts in our industry. If you are serious about growing as an advisor, as a leader, or as a business owner, Tony’s podcast should be required listening. It is one of the few places where you can hear real industry veterans discuss the decisions that shaped their success—with honesty, humility, and a genuine desire to elevate the profession.

    Apple Podcasts
    5
    generalvladz
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful, authentic industry conversations with real veteran perspectives.
Candid about challenges and the realities of running advisory platforms.
Honest and humble discussions that elevate the profession.
Strong focus on mentorship and culture in wealth management.
Practical decisions and leadership insights for growing advisory businesses.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

A Conversation with Susie Cranston — CEO of Cresset
Q: Equity, enterprise value, what that means.
Susie explains that equity in Cresset is designed to be a flexible, performance-based instrument where advisors can participate in the firm's growth, with opportunities to receive cash and equity distributions, and where certain tax advantages can apply by treating equity gains as capital gains rather than W-2 income.
Tony Sirianni with Merritt Point Wealth Advisors’ Founder & CEO Jay Andrews and Founder & COO Ross Bauer
Q: How do you see the independent space evolving over the next five years?
The independent space is expected to scale with capital providers and potential IPOs, but it will remain defined by flexibility, equity opportunities, and differentiated support models that fit advisers at different career stages.
Tony Sirianni with Northwestern Mutual’s Chief Field Officer, John Roberts
Q: How will AI influence the advisor role going forward?
AI is viewed as a tool to enhance the human advisor, increasing efficiency, automating routine tasks, and empowering advisors to focus more on client interactions while maintaining a center-on-client approach.
Tony Sirianni with Northwestern Mutual’s Chief Field Officer, John Roberts
Q: What differentiates Northwestern Mutual in the wealth management space?
The firm emphasizes a trusted advisor model that ties together insurance, investment products, and planning through a proprietary planning tool, enabling advisors to integrate risk management with holistic client planning.
Tony Sirianni with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik
Q: What do you think about advisors using AI and the practical implications for planning?
The guest explains how AI is used to streamline data gathering, notes, and how planning software can condense extensive outputs for client meetings, while emphasizing the need to differentiate through tax insights and customization.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Tony Sirianni Podcast

What is The Tony Sirianni Podcast about and what kind of topics does it cover?

The conversations center on the financial advice industry, with a focus on advisor-centric technology, platform strategies, and the evolving role of advisors in a rapidly changing landscape. Guests include fintech founders, chief executives, and platform leaders who share practical insights on growth, equity, AI, cross-border services, and serving high-net-worth clients. The show often blends strategic business decisions with hands-on practitioner realities, highlighting culture, mentorship, and the balance between automation and personal, high-touch client service. Noteworthy angles include founder stories, asset-light tech adoption, and real-world implications of AI and regulatory shifts for advisors and firms. This mix is likely to appea... more

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Which podcasts are similar to The Tony Sirianni Podcast?

These podcasts share a similar audience with The Tony Sirianni Podcast:

1. Advisor Talk with Frank LaRosa
2. Barron's Advisor
3. The Perfect RIA
4. The Diamond Podcast for Financial Advisors
5. Talking Wealth

How many episodes of The Tony Sirianni Podcast are there?

The Tony Sirianni Podcast launched 7 years ago and published 50 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Tony Sirianni Podcast?

Recent guests on The Tony Sirianni Podcast include:

1. Susie Cranston
2. Taylor Matthews
3. Grier Eliasek
4. Richie Gebbia
5. Thomas Peterffy
6. Nate Lenz
7. Pat Bowen
8. Donald H. McDonald

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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