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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Marketing


Manage all your marketing communications from one central command center with Connect2Clients®. Seamlessly develop and oversee your ongoing personal communications and web strategy through email, greeting cards, website, smartphone app 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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"Summit does a remarkable job with their conferences. I have been to many, many conferences, and the one I just attended was perfect. Not only were Summit’s leadership and staff on point, they are really good people and they do a fantastic job. Having recently joined Summit, I was very happy to meet many of Summit's advisors and be welcomed with helpful words of wisdom."

Brad Wilson Houston