Greatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing
Advisor Talk with Frank LaRosa

Greatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing

Oct 8, 2026
28:59
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About this episode

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this Elite Ignite 2026 edition, Frank LaRosa sits down with Scott Danner, Executive Vice President and Head of Legacy at Steward Partners, to unpack why succession deals keep failing, how M&A is reshaping the financial advisory industry, and what the sell, stay and grow model looks like for advisors who are not ready to walk away from the business they built.

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Episode Details

Author
Frank LaRosa, Scott Danner
Show Type
bonus
Audio Format
audio/mpeg

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