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 enterprise value, the potential loss of the entrepreneurial spirit, how AI can create scale without hurting human capital, and how the pace of change creates more opportunity.

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, retaining a human element within a firm, and how AI is accelerating the “find and grind” mentality.

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 strategically with investors, and enhancing the team experience with AI.

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, understanding sophisticated credit, having a multi-custodial model, working together and building a culture of respect, and adapting to frequent industry changes.

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 in the United States, addressing advisor concerns about AI, the adoption of family wealth services, and generational wealth transfer.

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, judgement and trust, growing and monetizing your business for the long term, and managing clients who are still in the asset accumulation phase.

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 private markets, and having the expertise to create success for clients.

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, education and mentorship for younger advisors, specializing in bonds, and helping clients manage market volatility.

A Conversation with Thomas Peterffy

This week, AdvisorHub’s CEO, Tony Sirianni talks Concurrent’s CEO and Co-founder, Nate Lenz. The two discuss the spectrum of affiliation options, leveraging scale and infrastructure, the changing landscape of financing, the influx of capital coming into the business, focusing on data infrastructure, and casting a wide net of product availability.