How RIA Leaders Can Prepare for Growth, Technology and AI with Stan Gregor
For RIA leaders weighing growth against operational readiness, the episode focuses on the infrastructure and support work that can precede recruiting and scale. It also covers technology, cybersecurity and AI as areas requiring sustained investment and changing the skills valued in advisory work.
Summary
By the real estate & infrastructure deskIn this Focused On The Future episode, host Suzanne Siracuse speaks with Stan Gregor, CEO and chairman of Summit Financial, about preparing an advisory firm for long-term growth. Gregor describes pausing recruiting for three years while rebuilding technology, infrastructure and advisor support, and discusses cybersecurity, advisor resources and what AI could mean for advisors, clients and new talent.
- Summit paused recruiting for three years while rebuilding technology, infrastructure and advisor support.
- Preparing technology before COVID-19 allowed Summit's advisors to continue serving clients remotely without interruption.
- Cybersecurity, data protection and internal technology resources have become major priorities for advisory firms.
- Gregor discusses how AI may reduce manual work while making judgment, experience, communication and technology fluency more valuable.
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