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News

AI Lets Small Firms Compete at a New Level

The pace of change is creating new opportunities for independent advisors.

In a new conversation with AdvisorHub CEO Tony Sirianni, and John Peluso, EVP & Partner at Thurston Capital, discusses the continued rise of independence, building long-term enterprise value, the growing role of AI, and why relationships will always remain at the heart of financial advice.

As John explains, technology may change how advisors operate, but wealth management remains fundamentally built on trust, relationships and high-quality service.

And as the pace of change accelerates, agile independent firms have an opportunity not just to adapt, but to grow.

Watch the full conversation with John Peluso and Tony Sirianni: https://www.youtube.com/watch?v=twT9p69ZM-s

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