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Tony Sirianni discusses the financial advising industry with experts in the field.
A Conversation with Stan Gregor — CEO of Summit Financial
The Tony Sirianni Podcast
22 minutes 58 seconds
3 weeks ago
A Conversation with Stan Gregor — CEO of Summit Financial
This week, AdvisorHub’s CEO, Tony Sirianni talks with Stan Gregor — CEO of Summit Financial. The two discuss the increasing pace of M&A, the details around equity deals, how growth must be a part of selling your firm, determining an alignment of outcomes, bringing the right people into the right ecosystem, and improvements in technologies and efficiencies.
The Tony Sirianni Podcast
Tony Sirianni discusses the financial advising industry with experts in the field.
