Last week, while thumbing through my local newspaper, I came across something totally unexpected: advertisements from two real estate agents of competing firms, both referring to themselves as “Your ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

A few things really do improve over time. The reputation of the American travel agent is one prime example. I remember being shown a highly confidential survey by a supplier marketing executive when ...

Summit Financial’s roots, extending over 40 years, have been grounded in holistic financial planning long before it became an industry buzzword. Our story is also one of continual evolution, shaped by ...