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Scale

"What I found is that a lot of the processes and departments were already in place. It's something we didn't have before, and so it's very complimentary of what we were trying to achieve. As we've grown and expanded over the years, it improved my business. It's grown the business significantly, and it has allowed me to spend more time with my clients. You know, that's what I should be doing, as opposed to all the other things. So, building a great team with different departments helps me focus on the clients and the client experience. That's what it's all about."

Scale at Summit

At Summit Wealth Group, we focus on scaling success for advisors in a rapidly changing industry. Watch the videos below where our department directors share how their teams help new advisors and firms grow and expand within Summit Wealth Group.

Join Summit

If you are an elite solo advisor or ensemble looking to scale, thrive, and secure your legacy, getting started is easy:
 

  • Click "Join Summit" to schedule a meeting.

  • We will connect with you to discuss the opportunity to join Summit or sell your book.

Advisory services offered through Summit Wealth Group LLC; an Investment Adviser registered with the U.S. Securities & Exchange Commission.

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