You have one chance to show clients why you started your own firm, and most importantly, how they will be better off.

When I told a friend of mine who works in the registered investment adviser world that my team and I were breaking away from the wirehouse channel to start our own business, she texted me back.

“Are you ready?” she said. I asked her what I was in for.

“Give it a few months,” she said.

There are a lot of people who’ll tell you that breaking away was the best thing that happened to their careers. Many of them will generously share the sense of fulfillment they feel being a bigger part of a smaller business and the resources that helped them along the way. But almost no one tells you the initial workload will be breezy and stress-free!

RECENT INSIGHTS

February 2, 2023

Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...

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2022 Forbes | SHOOK Research America’s Top 100 RIA Firms We are extremely proud to announce that Summit Financial, LLC...

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2022 Barron’s Top 100 RIA Firms List   We are proud to announce that Summit Financial, LLC has been named...

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