Winning the Next Generation of Wealth Clients

Name: Winning the Next Generation of Wealth Clients
Uploaded: 2026-01-20T05:40:20Z
Description: Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share proven strategies for legacy planning, family trust, and next-gen engagement.

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share proven strategies for legacy planning, family trust, and next-gen engagement.