Video: Summit’s Core Motivation

Hear Anthony Sperling reflect on how he and co-founder Reed Colley were inspired to found Summit Wealth Systems.

Transcript

So, my co-founder and I, Reed Colley—this is a space we have been in for many, many years, but then had been away from for a number of years.

And I think that was probably some of our biggest motivation. We just got to be clients of an advisor. And after having been in the space so long your head is filled with all of this…

And we have great advisors and you have this amazing journey and conversations and experience and it’s so broad. And that got us curious to say, you know, where has the space come back to? Where is the technology these days?

It was the summer of 2019 and we just started calling really old friends slash advisors back in the space. And it was great to connect, you know, you have these really rich conversations. It was evident that wealth management is thriving.

The other thing that was so evident though, that you could see the pain they were in from the lack of technology keeping pace with how quick the industry is moving.

We left those conversations and over the course of the summer, oh my gosh, it was so much fun, but it was 100 advisors that we talked to and the story was the same: They need a new solution, they need a brand new platform that they can really thrive with, and that was the core motivation.