Tom Gray Solutions Competitors

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Creative Strategies is a name leading technology companies have trusted for three decades. Over these 30 years, the tech industry has evolved tremendously with consumer and enterprise blending, large tech companies building multi-disciplined businesses, and technology broadening its impact to verticals such as retail, health, and financial services. Such changes call for a broad understanding of technology, markets, and players as well as technical, business, and marketing knowledge. Tailored advice based on a deep understanding of our customers, a flexible engagement model, and personal relationships is what we pride ourselves on.

We are the go-to growth consulting firm for visionary B2B technology and services executives with audacious revenue goals. GROWTH STRATEGY Set up your business to pull ahead—and stay ahead—of the competition with clear, actionable strategies. GROWTH OPERATIONS Build a reliable, scalable growth engine capable of transforming even your most audacious growth goals into reality. GROWTH ACTIVATION Make the leap from idea to impact, mobilizing your organization to deliver on milestones and hit aggressive revenue targets. We help you build leverage across sales, marketing, customer, and product functions. We recognize patterns. We see around corners. We break down silos and drive tough decisions—from strategy to messaging to AI. You’ve got a big number and no time to waste. We’ve got your back.