What separates transactional advisors from true legacy builders? In this episode, Brett Swarts sits down with financial industry leader Stan Gregor, CEO of Summit Financial, to unpack the mindset shift that changes everything: stop selling products and start building transformational relationships. Drawing from decades of experience scaling wealth management firms and advising ultra-high-net-worth families, Stan shares why the future belongs to advisors who think like family offices—not sales organizations.
Together, Brett and Stan explore how trust, culture, and long-term stewardship create enterprise value far beyond commissions or short-term wins. From the “Sunday Factor” philosophy to building a business centered around impact, this conversation dives deep into what it takes to create enduring wealth, meaningful partnerships, and a legacy that lasts for generations. Whether you’re an entrepreneur, financial advisor, investor, or family office leader, this episode offers a powerful blueprint for scaling influence while staying aligned with purpose.
Episode Highlights Here:
Brett
Before we jump into this episode, I want to invite you to join our community to help you become a better steward scale to billions and ultimately give more or all of it away. All I want you to do is to click the subscribe button right now. I love your support. It’s incredible to see your comments, and we’re just getting started. I can’t wait to go on this journey with you. Thank you so much for subscribing. It means the world to me. Welcome to the build his billions podcast where we got successful entrepreneurs and investors on their journey from millions to billions. We believe the key to scaling and compounding your wealth and life starts every single day with the mindset and practice of stewardship over ownership and applying billionaire biblical principles. Our ultimate goal is help you scale and compound your wealth and life so you can give more all the way to help. MDPs, my name is Brett Swarts. Each and every episode, we’re joined by some of the world’s top entrepreneurs, millionaires or billionaires, and they share their insights, secrets and wisdom with us, so we can all compound our impact and make a bigger difference in this world. I’m excited about our next guest. He’s out of North Carolina, and he he’s the CEO of Summit financial LLC, with over three decades in the finance industry, he brings a rich tapestry of experience from leading major financial institutions. A diverse experience involves strategic acquisitions, notable when he was a co-CEO of Cantor Fitzgerald wealth partners, where he rapidly grew their assets to more than over $5 billion, he has extensive leadership at Wells Fargo and Wachovia, managing multi-billion dollar revenues and investments and investments and so much more. Please welcome the show with me, Mr. Sta Gregor, Stan, how we doing?
Stan
Doing good. Brett, how are you doing?
Brett
Doing well, thank you. For our listeners getting tonight for the first time, would you give us just a little bit more about your story and your current focus?
Stan
Sure, sure. Well, Summit is it’s a 43-year-old firm, what’s probably one of the older and larger partnerships that are out there in the wealth management space, and we cater to advisors, basically giving them the chassis for servicing their clients in a multi-family office model set. So having access to the products, to services, the expertise of our in house personnel or attorneys or tax specialists or planners or investment teams or technology company or marketing company, kind of the full gamut.
Brett
Excellent. And the little bit about Stan growing up, curious where you grew up at well, this woman were the one or two strengths that you believe, or superpowers you were given, and how you help and bless people today?
Stan
Superpowers, I don’t I don’t know about that. I grew up in New York, New York City. Grew up in a in a middle class family, went to school, got started early in my career at a at a large institution, Citigroup, spent about a decade there, moved on to various roles and management whatnot, was part of a lot of in a lot of different firms, college bracket firms operate really well, and some things I would have done differently, And now that we’re part of a large multinational firm that’s been around, as I said, for four decades, it’s given us the opportunity to really create a model, a structure, a ecosystem for advisors so they can truly deliver high end services, do the right thing for their clients and really help expand their enterprise value. So that’s been our model,
Brett
excellent, that right into that, what would you say is the number one, you know, habit or secret, that you’ve been able to help advisors that maybe have 100 million AUM, and they’re looking to scale that to our larger level, or provide those family office services. What’s kind of the first step to moving beyond maybe the ceiling stuck at
Stan
Yeah, great question, and we see that on a daily basis, I would say 99.99% of the advisors out there are really leveraging what they have at their fingertips, doing a great job, but the clients want more, and in many scenarios, those advisors do not have access to, maybe the product, the services, the connections, some of the more boutique-ish kind of opportunities versus what’s traditionally available, which is kind of off the shelf, And everybody has access to the same stuff. So that, to me, if you can as an advisor, if you can transition your business from, I would say it providing clients with access to traditional products and services to a family office style approach, which means everything from investments, credit, financial planning, business, succession, the full gamut that that is where your business starts to grow, and frankly, the more wealthier. So
Brett
So, if you’d like this little, short clip of the interview I just did, click over here to watch the full interview, and please don’t forget to subscribe. Thanks so much, everybody.
Watch the episode here:
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About Stan Gregor
Stan Gregor is the CEO of Summit Financial and a nationally recognized leader in the wealth management and family office industry. With more than three decades of experience spanning investment banking, private wealth management, fiduciary trust services, insurance, and advisor platform development, Stan has built a reputation for helping advisors and firms scale with purpose, culture, and long-term vision. Prior to Summit Financial, he was the founder and co-CEO of Cantor Fitzgerald Wealth Partners, where he played a key role in growing the platform into a multi-billion-dollar wealth management enterprise through strategic acquisitions and advisor partnerships.
Known for his relationship-first leadership philosophy, Stan is passionate about helping advisors move beyond transactional selling and toward building enduring legacies for families, businesses, and communities. His approach emphasizes trust, stewardship, and values-based growth, making him a respected voice on leadership, succession planning, enterprise value creation, and the evolution of the modern family office. Through his work, Stan continues to inspire entrepreneurs and advisors to think bigger about the impact their businesses and capital can create for future generations.
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