The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and other essential insights for advisors and business owners.

RECENT INSIGHTS

September 9, 2026

Every major IPO now comes with the same phone call. A client sees an AI platform or tech company hit...

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September 4, 2026

Leaders should hire an excavator, not buy a shovel.

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August 24, 2026

A business sale or a large option exercise can feel like you’ve reached the finish line. However, if a client...

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