Oct. 31, 2025

A Conversation with Stan Gregor — CEO of Summit Financial

A Conversation with Stan Gregor — CEO of Summit Financial
A Conversation with Stan Gregor — CEO of Summit Financial
The Tony Sirianni Podcast
A Conversation with Stan Gregor — CEO of Summit Financial
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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.