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

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

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.

Episode metadata supplied by the publisher feed · Published May 9, 2024

Embed this episode

Attribution link and audio player

Ready to play

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

0:00 56:46

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Diamond Podcast for Financial Advisors?

This episode is 56 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on May 9, 2024.

Can I download this The Diamond Podcast for Financial Advisors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!