This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss minority interest purchase models, liquidity end game strategies, deferred compensation vs. enterprise value, and a Hotel California analogy for financial advisors.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

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August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

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August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

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