Stan Gregor, the CEO of Summit Financial, discusses his attempt to right the wrongs of past tech stacks with a full plate of offerings for Summit advisors. This article highlights Summit Financial's technology choices and approach to providing a comprehensive platform for its advisors.
Friday, October 31, 2025
Stan Gregor, the CEO of Summit Financial, discusses his attempt to right the wrongs of past tech stacks with a full plate of offerings for Summit advisors. This article highlights Summit Financial's technology choices and approach to providing a comprehensive platform for its advisors.
Receive curated event recommendations based on your interests.
See how WebMobi helps you manage registration, check-in, and analytics.
Request a DemoOr start free trial βSummit Financial: A Wealthstack For All takes place on Friday, October 31, 2025.
Location to be announced. Check the event website for updates.
Pricing information is available on the event website.
Summit Financial: A Wealthstack For All is designed for finance professionals looking to network, learn, and discover new opportunities.
Get curated B2B events, AI-powered insights, and industry trends delivered to your inbox