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 discusses the firm’s commitment to developing next-gen talent through mentorship, hands-on training, and modern tools that simplify complex planning conversations. He explains how Steward uses digital marketing and video to engage younger investors and enable multi-generational relationships. It’s all part of helping advisors live their legacy—not just leave one.

Resources: Steward Partners

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