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The Tony Sirianni Podcast

Tony Sirianni
Artificial Intelligence
Advisorhub
Wealth Management
Raymond James
Father
Independent Wealth Management
Osaic
Interactive Brokers
Private Credit
Kestra Private Wealth Services
Emotional Trust In Advising
Non-Competes
1792 Wealth Advisors
Vanguard
Generative AI
Independent Financial Group
Culture
Cetera Advisors
Equity
Concurrent

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 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

This week, AdvisorHub’s CEO, Tony Sirianni talks with the President of Prospect Capital, Grier Eliasek. The two discuss the growth of private credit, AI’s exposure within software companies, lower risk/greater reward opportunities, public versus priv... more

This week, AdvisorHub’s CEO, Tony Sirianni talks with Muriel Siebert & Co.’s Co-CEO Richie Gebbia. The two discuss clients who have an appetite for private markets, partnerships with influential firms, using AI to build a financial blueprint, educati... more

A Conversation with Thomas Peterffy

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Recent Guests

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
Tom Halloran
President and CEO of Cetera Advisors and Wealth Partners
Cetera Advisors
Episode: Tony Sirianni with Tom Halloran, President & CEO at Cetera Advisors

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 States7 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.

Talking Points

Recent interactions between the hosts and their guests.

Tony Sirianni with Concurrent’s CEO and Co-founder Nate Lenz
Q: What role does long-term capital play in your strategy, especially regarding technology and AI investments?
Long-run capital, like Merchant, provides a durable runway that removes a flip-and-go mentality, allowing us to invest in data infrastructure and AI without rushing to monetize the relationship, which supports sustainable growth.
Tony Sirianni with Bob Milligan, Managing Partner of 1792 Wealth Advisors
Q: What should advisors look for when choosing between independent firms and custodians or large wirehouses?
Milligan emphasizes starting with the client and ensuring the platform supports both the advisor and client experience. He highlights the importance of a robust, integrated technology stack, back-office support, and a culture that aligns with independence while providing scale and resources.
Tony Sirianni with Rob Bartenstein and Scott Wilson of Kestra Private Wealth Services
Q: I was going to ask you about the real estate because that's a special differentiator—how does the real estate process actually work for a recruiting advisor coming over?
We run a thorough project-management process: we survey, narrow to a few properties in the target market, match to a realistic budget based on projected revenue, and then build out the office with our team so the advisor can step into a ready-made, branded space—without the uncertainty or risk of a long lease. The emotional moment of seeing their name on the door is a powerful validation of joining the Kestra platform.
Tony Sirianni with Janel Jackson - Principal, Head of Bank & Institutional at Vanguard Financial Advisor Services
Q: How is AI changing the way advisors work on a day-to-day basis?
AI is mainly a support tool that helps advisors generate customized research and faster insights for clients, enabling more time for relationship-building and behavioral coaching, rather than replacing human interaction.
Tony Sirianni with Tom Halloran, President & CEO at Cetera Advisors
Q: What's going on today in the industry and where is it headed for advisors?
Tom describes ongoing equity conversations, the importance of a strong balance sheet for flexibility, and Cetera's multi-model affiliation approach that allows advisors to choose or evolve their structure.

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 Compound and Friends
4. The Diamond Podcast for Financial Advisors
5. All-In with Chamath, Jason, Sacks & Friedberg

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

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