Scott Danner: How to Manage the Emotional Toll of Succession Planning
For wealth professionals thinking about firm continuity and their own succession, the episode frames planning as both a structural and an emotional issue.
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The episode features Scott Danner, chief growth officer at Steward Partners, discussing succession planning and its emotional toll with host Greg Bartalos. Danner says advisors should forge strategic partnerships, implement succession plans, and strive for work/life balance.
Scott Danner is chief growth officer at Steward Partners.
Danner says advisors should forge strategic partnerships.
Danner says advisors should implement succession plans.
Danner says advisors should strive to achieve work/life balance.
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