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Verify on official websiteStan 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.
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Request a DemoOr start free trial →Summit Financial: A Wealthstack For All takes place on Friday, October 31, 2025.
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