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Improving the Quality of Life for Our Advisors – Just Like You Do for Your Clients
Don Shula and Summit
As the winningest coach in the NFL and as the only coach to ever lead an NFL team to an undefeated season, he currently holds the NFL record for the most career wins with 347. Coach Shula's legendary characteristics—leadership, integrity and honor—make him Summit's ideal spokesperson.
Meet Summit's Advisors
The people at Summit make the difference. Hear what our advisors have to say about Summit in a brief video presentation.
Providing what we believe is the best possible service to our advisors is the core of what we do, and one of the reasons why we believe Summit's advisor retention rate is among the highest in the industry. Our goal, quite simply, is to be the best firm to Summit's Financial advisors by providing the support they need and deserve to service their clients without limitation, and to do so in such a way that makes them proud to call Summit home.
Watch additional advisor testimonials
At Summit, our mission is clear and unequivocal: To treat our financial advisors as our customers and to provide them with the same level of service and support that they provide to their clients in a way that makes them want to call Summit their home.
Summit in the News
View the latest news and articles about Summit, and browse previous newsworthy events.
Equity Investing Across Cycles
How economic cycles impact equity investing and which mutual funds to use for each part
12 Questions to Ask Before Buying a Practice
What are the most important things to consider when buying a financial advisory practice.
10 Questions to Ask Before Selling You Practice
What are the most important things to consider when selling a financial advisory practice.
Avoid the pain when changing broker-dealers | Summit
To ensure a smooth transition as you switch broker dealers learn what you should know to help you determine the pros and cons of a future business partner
What should you expect from your broker-dealer? | Summit
Review this checklist of items and expectations designed to help you choose the right broker-dealer for your business and your clients
Putting LinkedIn to Work for financial advisors | Summit
Use these techniques to spread your reach finding new clients, while strengthening relationships with your current clients and centers of influence through LinkedIn
Learn if a Hybrid RIA is right for your business| Summit
Many advisors are using the RIA hybrid model, explore both the benefits and drawbacks of the hybrid RIA model with your own Independent RIA
A Financial Advisor’s Guide to Social Media| Summit
Financial advisor need to embrace the use of social media. Explore the best practices for using social media and the best content to use as part of your strategy
"Summit offers the personal touch of an exclusive boutique organization, coupled with the resources and services of the largest firms in the industry."