Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors.  

In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. 

They also discussed:

• Scott’s journey of founding the firm in 2016 to address the lack of succession plans among aging financial advisors.
  
• The rapid growth of Freedom Street and their goal of building a national brand with a compelling identity to attract top talent and clients.
  
• The Life Optimization model, which prioritizes love, impact, faith, and energy over traditional financial metrics.
  
• Benefits of joining Steward Partners, which provided support in HR and legal while maintaining a collaborative culture.
  
• Scott talks about the importance of balancing high performance with self-awareness and achieving personal equilibrium.
  

Resources: 

Steward Partners

Source