The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and other essential insights for advisors and business owners.

$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA

$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA

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