Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial
November 25, 2025
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/11/25/ep-317-stan-gregor-summit-financial/">Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that evaluates and tests every new tool before advisors […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/11/25/ep-317-stan-gregor-summit-financial/">Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>