Episode 278 – Helping Advisors Live Their Legacy with Scott Danner

Today we talk with Scott Danner, EVP and Head of Legacy at Steward Partners, about helping advisors transition their practices while preserving what makes them successful. Scott shares how Steward approaches M&A with empathy, flexibility, and a focus on culture fit—offering both sell-and-stay and sell-and-exit models that prioritize continuity, relationships, and advisor freedom. Scott also … Continue reading Episode 278 – Helping Advisors Live Their Legacy with Scott Danner →