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5 days ago | 
advisorhub.com | Tony Sirianni
The Tony Sirianni Podcast A Conversation with Fernando De Leon — Founder & CEO of Leon Capital Group 00:00 |
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5 days ago | 
advisorhub.com | Tony Sirianni
This week, AdvisorHub’s CEO, Tony Sirianni talks with Fernando De Leon — Founder & CEO of Leon Capital Group. The two discuss utilizing finite resources, scaling up different businesses, relationships with RIA and investment managers, building a business and compounding wealth, and the growth of American capitalism. TRANSCRIPTTony Sirianni: Welcome everyone to another edition of the Tony Sirianni Podcast. I am thrilled to have my friend Fernando De Leon. He’s the founder and CEO of Leon Capital.
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1 week ago | 
advisorhub.com | Tony Sirianni
Today we live in a world where you are offered, in Paris, at the trendiest spots, from Frenchmen, “natural” wines, which are absolutely awful yet somehow acclaimed. Modern wine critics feel obligated not to speak in certainties, and to remain open-minded about every new wine from Uganda to Timbuktu. I’m sorry to offend with certitude, but the best wines in the world are French. Period. Italy and California have some terrific wines, but they simply lack the terroir of their French cousins.
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1 week ago | 
advisorhub.com | Tony Sirianni |Michael Miller
The main floor at the Ritz Carlton in St. Louis is full of excitement and an energy you feel walking into the lobby. The Ritz is buzzing because it is playing host to the first annual advisor meeting for the aptly named &Partners. Since its inception less than 18 months ago, the firm has amassed over $30 billion in assets across more than 70 advisor teams. Planned growth for 2025 is expected to add another $10 to $20 billion to the platform prior to year-end.
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1 week ago | 
advisorhub.com | Tony Sirianni
The Tony Sirianni Podcast A Conversation with Jim Gold — CEO of Steward Partners 00:00 |
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1 week ago | 
advisorhub.com | Tony Sirianni
This week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO of Steward Partners. The two discuss the impending advisor retirement wave, breakaway M&A trends, continually improving culture and morale, creating efficiency and scale, and the significance of brand pride. Learn more about Steward Partners. TRANSCRIPTTony Sirianni:Welcome everyone, to another edition of the Tony Sirianni podcast. I’m thrilled to have our buddy, Jim Gold, the CEO of Steward Partners with us.
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2 weeks ago | 
advisorhub.com | Tony Sirianni
We’re pleased to publish our fourth annual Advisors to Watch ranking. It’s been gratifying to see the list’s popularity grow year after year – particularly with independent advisors. This is validation of our original goal to identify high-quality advisors from across the country who are growing their businesses and delivering exceptional service to clients.
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3 weeks ago | 
advisorhub.com | Tony Sirianni
At our recent Women Advisors Summit, Edward Jones Principal Financial Advisor Julie Kelly sat down with AdvisorHub CEO Tony Sirianni for an inspiring and candid conversation about building a thriving advisory practice—while managing the competing demands of leadership, family, and life. Julie, who leads a $500 million practice in North Carolina with a team of four, credits much of her success to her intentional approach to work-life balance and process-driven leadership.
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3 weeks ago | 
advisorhub.com | Tony Sirianni
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth. Learn more about LPL Financial.
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3 weeks ago | 
advisorhub.com | Tony Sirianni
This week, AdvisorHub’s CEO, Tony Sirianni talks with Rich Steinmeier — CEO of LPL Financial. The two discuss intergenerational wealth transfer practices, how independence allows advisors to control how their business evolves, treating advisors as clients, an inverted pyramid business, having employees share the same values, and building a strong relationship between LPL Financial and Commonwealth.
