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The Tony Sirianni Podcast

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

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

PublishesWeeklyEpisodes50Founded7 years ago
Number of ListenersCategories
CareersBusiness

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Artwork for The Tony Sirianni Podcast

Latest Episodes

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 impo... more

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 e... more

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, reta... more

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

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Recent Guests

John Peluso
Executive VP and Partner at Thurston Capital
Thurston Capital
Episode: A Conversation with John Peluso — EVP and Partner at Thurston Capital
Tony Mazzali
CEO of CG Financial
CG Financial
Episode: A Conversation with Tony Mazzali — CEO of CG Financial Services
Kay Lynn Mayhue
President of Merit Financial
Merit Financial
Episode: A Conversation with Kay Lynn Mayhue — President of Merit Financial
Tom Metzger
Head of Private Wealth Advisors at Citizens Bank
Citizens Bank
Episode: A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
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

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 States9 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 Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
Q: How does Citizens handle the transition for billion-dollar teams joining the platform?
Tom explains the emphasis on listening to the field, leveraging best-in-class operations, and partnering across the corporate bank to ease transitions and support client relationships.
A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
Q: What do advisors respond to—why join Citizens over staying at a larger wire firm or going independent?
The host and Tom discuss independence within a bank setting, highlighting the Goldilocks positioning, access to a robust balance sheet, and the collaborative culture that helps advisors grow faster.
A Conversation with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank
Q: Did I get that right, Tom?
Tom confirms the description of Citizens' niche as an entrepreneurial, balance-sheet-focused platform that blends independence with a supportive infrastructure.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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. Talking Wealth
4. The Perfect RIA
5. The Compound and Friends

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. John Peluso
2. Tony Mazzali
3. Kay Lynn Mayhue
4. Tom Metzger
5. Susie Cranston
6. Taylor Matthews
7. Grier Eliasek
8. Richie Gebbia

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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