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Podcast: DealQuest Podcast with Corey Kupfer
Episode: Episode 219: M&A Talk with Leading RIA Aggregators and Integrators: Stan Gregor of Summit Financial
Description: Stan Gregor, CEO of Summit Financial, is a seasoned business leader with over 30 years of experience in various industries such as banking, wealth management, insurance, and investment banking. Throughout his career, Stan has been involved in the acquisition and integration of large and complex businesses in these industries, and has a history of improving their performance, profitability and returns for shareholders.
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A UNIQUE VALUE PROPOSITION
The independent advisor industry has undergone significant changes in recent years, with many options available for advisors seeking a firm that caters to their specific needs. With Summit F...