We CEOs love our jargon and buzzwords. Synergy, pivot, disruption, AI… the list just keeps going. These terms often fill our meetings and presentations, conveying a sense of progress and innovation. However, one word that shouldn’t be a buzzword for CEOs is “team.”
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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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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