October 31, 2023 | Blog

Podcast: “Creating a Modern Wealth Management Platform with Reed Colley”

Helping advisors unlock the full potential of their practices

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October 31, 2023 | Blog

Reed Colley joins WealthTech on Deck host Jack Sharry to explore the catalyst behind developing Summit Wealth Systems, which aims to provide a comprehensive platform for advisors to unlock the full potential of their practice. They discuss how the platform focuses on unifying data, automating processes, and delivering a world-class solution to clients. Reed also emphasizes the importance of humanizing the advisor-client relationship and helping clients connect their wealth to their values.

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Podcast: “Creating a Modern Wealth Management Platform with Reed Colley”

eBook: “Getting WealthTech Right”

RIABiz: “Reed Colley exits beta swinging with a $20-million raise and $20 billion of client AUA based on a plan to give RIAs their own operating systems”

Video: Leading with Design Thinking

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