#Clockedin with Jordan Edwards

#249 - What Makes This $25 Billion Firm Different?


Listen Later

Send us a text

Stan Gregor, the dynamic CEO of Summit Financial, reveals how his firm achieved an extraordinary tenfold growth in just eight years, building a $25 billion wealth management powerhouse by doing what others claimed was impossible.

At the heart of Summit's remarkable success lies a revolutionary approach to culture. Rather than adopting traditional employer-employee relationships, Gregor implemented what he calls the "family business model" — treating partners as family members rather than subordinates. "Build a business as if you're doing it with your children," he explains, eliminating bureaucratic middle management layers that filter truth and stifle innovation.

The conversation takes a fascinating turn as Gregor shares a pivotal moment that shaped his leadership philosophy. After spotting a subway advertisement that read, "If it wasn't for sports, people would not believe in miracles," he embraced the mindset that seemingly impossible challenges became his greatest motivation. "Every time somebody told me, 'Stan, your ideas are so crazy they're not going to work,' that's the adrenaline shot in the arm that makes you want to prove them wrong."

Greger distinguishes between what he calls "C players" and "O players" in business. Most people create what he terms "the C factor" — they draw the letter C but never complete the circle. True innovators like Elon Musk and Mark Zuckerberg draw the full "O" by focusing on complete execution. This commitment to excellence helped Summit grow from $4 billion to over $25 billion in just four years, particularly thriving through the COVID-19 pandemic when other firms struggled.

Looking beyond financial success, Gregor emphasizes the importance of balancing mental health, physical wellness, and spiritual connection in leadership. His guidance for aspiring professionals? "Do not take a job just to make money. Whatever you do in life, make it a purpose to do something that you truly will enjoy — and then make sure you are financially rewarded for that."

Discover more about Summit Financial's innovative approach at summitfinancial.com, where they continue to redefine wealth management through their five specialized divisions.

To Learn more about Stan: 

Linkedin: https://www.linkedin.com/in/stan-gregor-2113465

To Reach Jordan:

Email: [email protected]

Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw

Facebook: https://www.facebook.com/jordan.edwards.7503

Instagram: https://www.instagram.com/jordanfedwards/

Linkedin: https://www.linkedin.com/in/jordanedwards5/



Hope you find value in this. If so please provide a 5-star and drop a review.

Complimentary Edwards Consulting Session: https://calendly.com/jordan-edwardsconsulting/30min

...more
View all episodesView all episodes
Download on the App Store

#Clockedin with Jordan EdwardsBy Jordan Edwards

  • 5
  • 5
  • 5
  • 5
  • 5

5

79 ratings


More shows like #Clockedin with Jordan Edwards

View all
The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,126 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,727 Listeners

The GaryVee Audio Experience by Gary Vaynerchuk

The GaryVee Audio Experience

16,830 Listeners

Jocko Podcast by Jocko DEFCOR Network

Jocko Podcast

30,810 Listeners

The Human Upgrade: Biohacking for Longevity & Performance by Dave Asprey

The Human Upgrade: Biohacking for Longevity & Performance

7,213 Listeners

The Rich Roll Podcast by Rich Roll

The Rich Roll Podcast

11,883 Listeners

Mind Pump: Raw Fitness Truth by Sal Di Stefano, Adam Schafer, Justin Andrews, Doug Egge

Mind Pump: Raw Fitness Truth

12,061 Listeners

The Tony Robbins Podcast by Tony Robbins

The Tony Robbins Podcast

6,372 Listeners

Medical Medium Podcast by Anthony William

Medical Medium Podcast

5,053 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,350 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,457 Listeners

Dhru Purohit Show by Dhru Purohit

Dhru Purohit Show

3,509 Listeners

Dropping Bombs by Brad Lea: CEO, Entrepreneur, and Host of The Bottom Line

Dropping Bombs

2,312 Listeners

My First Million by Hubspot Media

My First Million

2,654 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,220 Listeners