Tony Sirianni

A discussion with Tim Bello — Managing Partner and Co-Founder of Merchantthe state of the financial advisor marketplace.

Sirianni: Wealth Management Outlook ‘25

Creating a social interface within the advisor community, establishing a marketplace valuation tool, and buying firm opportunities.

A discussion about the wealth management career, cullture, connectivity and proximity to how money is managed.

Podcast discussion with Brandon Kawal, Partner, Advisor Growth Strategies on the the difference between equity and enterprise value.

Potential for growing your book of business, servicing ultra-high net worth customers, and supporting second generation advisors.

A discussion on growth and culture strategy in the independent wealth management space, wirehouse warehouses, and solutions for partner firms

Robert Milligan , Managing Partner of 1792 Wealth Advisors, discusses equity vs. enterprise value, and turning goals into reality.

Mary Ann Bartels discusses historical market trends, embracing changes in technology, and how politics may matter more in 2025 than in 2024.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Mary Ann Bartels — Chief Investment Strategist at Sanctuary Wealth.