Stan Greger
Chief executive officer of Summit Financial with over three decades of executive leadership across banking, private wealth management, and investment services, advising on scaling advisory firms and partnership models.
Best podcasts with Stan Greger
Ranked by the Snipd community
19 snips
Feb 17, 2026 • 50min
Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
Stan Greger, CEO of Summit Financial with 30+ years in banking and wealth management, discusses scaling advisory firms. He covers leadership shifts, capital decisions, and partnership models. Conversation touches on culture as a growth lever, rigorous recruiting and partner fit, and making firms partnerable and monetizable.
