Practice Management: How to Optimize, Be Efficient, and Capitalize on Opportunities

Name: Practice Management: How to Optimize, Be Efficient, and Capitalize on Opportunities
Uploaded: 2026-06-09T04:00:00Z
Description: Hear how top advisors are rethinking practice management with smarter technology, dynamic planning, and scalable systems that free up more time for personalized advice

Hear how top advisors are rethinking practice management with smarter technology, dynamic planning, and scalable systems that free up more time for personalized advice

Jun 09, 2026

In this InvestmentNews interview, David Pickler, CEO of Pickler Wealth Advisors, and Stan Gregor, CEO of Summit Financial discuss how advisors can build more agile, efficient practices in a fast-changing wealth management landscape. They explore how AI, automation, deeper planning, and stronger multigenerational relationships can help firms unlock growth and deliver greater client value.

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