Grow Your Business

Growing our advisors' business has always been the foundation of Summit's mission.

Practice Management

As the CEO of an independent practice, you must be equipped to make objective, strategic decisions. Pentameter® helps you gauge your acumen in each measure of practice management, build a business plan to reach your goals, and implement tools and strategies to make your business as effective and profitable as possible.

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§Manage all your marketing communications from one central command center with MarketingCentral by Cetera®. Seamlessly develop and oversee your ongoing personal communications and digital strategy through email, greeting cards, website, events and social media. Its technologically advanced automated platform makes implementation simple and scalable whether you are a single advisor or part of a team.

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Efficient and Burden-Free Operations

Summit’s eSolutions offers best-of-breed technology, giving you efficient, fully-integrated technology options that support every facet of your business.

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Sharpen Your Competitive Edge

Summit offers one of the most comprehensive training programs in the industry. From live meetings, interactive off-site meetings and conventions to on-demand learning solutions, our programs include nationally known business and financial experts who offer insight on industry trends, market analysis, products and practice management.

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Maximize and Protect Your Business

Our two-step succession process ensures your business can provide lasting value for you and your heirs. Our Continuing Commission Agreement pays a percentage of your commissions for a specified period to an assigned heir or beneficiary upon your retirement, disability or death. Then, through our partnerships with FP Transitions or Succession Resources Group, we help you create a comprehensive continuity and succession plan.

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"After over 30 years and 3 other firms I find the Summit conferences the best and most enjoyable I have attended. Getting to spend time with other advisors, the Summit management team and staff to discuss the issues of our industry have always been helpful. As always I am looking forward to attending the next Summit conference."

David Daniel Lafayette, LA