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Ep. 107: From Building A $3.5B Firm To Redefining A Life Well Lived with Scott Danner
Episode 107
Monday, 26 January, 2026
What if the real competitive edge in wealth management isn’t alpha, but alignment—of money with meaning, and business with a life you actually want? Scott Ford sits down with Scott Danner to unpack how a door-knocking advisor grew Freedom Street Partners into a$3.5B firm, partnered to scale even further, and built a framework for living that keeps ego in check and energy on purpose.We dig into L.I.F.E.—Love, Impact, Faith, Energy—a simple, powerful compass for making decisions when life tilts out of balance. Love anchors the people who matter most. Impact moves beyond job titles into service and legacy. Faith keeps purpose bigger than pride. Energy ensures you show up with a healthy mind, body, and spirit. Rather than chasing a perfect balance, Danner embraces constant course corrections—nature’s homeostasis—and shares how this mindset steers both leadership and planning.The industry is transforming fast. With more advisors retiring than entering the field, client continuity is at risk. Danner explains why thoughtful M&A isn’t just a liquidity event; it’s a client-first strategy that builds scalable, repeatable processes that endure. We talk about preparing to sell even if you never sell—because documenting your process, developing successors, and reducing key-person risk improves outcomes for clients and boosts enterprise value. We also tackle the mental health side of succession: how identity fused to a practice can derail deals, strain teams, and leave sellers adrift, and how to reframe control into purpose that outlasts any title.If this conversation sparks a new question or a next step, share it with a colleague, subscribe for more, and leave a quick review—what’s one change you’ll make this week?Connect with our guest:Scott Danner, EVP, Head of Legacy at Steward Partners, Author and Host of the High Performance LIFE PodcastWebsite - https://scottdanner.com/Youtube - https://www.youtube.com/channel/UC7_zYDRBiJmLuVlwcCi3qzQLinkedIn - https://www.linkedin.com/company/scott-danner-freedom-street/ Instagram - https://www.instagram.com/scottwdanner/?hl=en Facebook - https://www.facebook.com/authorscottdanner Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
