​Tailored Onboarding: Summit customizes the onboarding process to fit each advisor’s unique needs, ensuring they receive the specific training and support required for success. This process can span two to three years, demonstrating Summit’s commitment to long-term development.

Personalized Coaching: Advisors receive ongoing coaching, with some relationships lasting over seven years. This support covers client relations, business strategies, and other critical aspects, ensuring advisors are confident and competent.

Mentorship: Senior advisors mentor newer ones, fostering a sense of community and collaboration.

Collaborative Culture: Summit hosts monthly best practice meetings, business planning sessions, and other events to promote knowledge sharing and collaboration among advisors.

Advisor Retention and Growth: Summit’s methodical recruiting process and comprehensive support system enhance advisor retention by ensuring advisors feel valued and well-equipped to excel.