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

About this episode

Frank LaRosa discusses with Scott Danner the reasons behind the failure of succession deals in the financial advisory industry.

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.

People in this episode

Host: Frank LaRosa

Guest: Scott Danner

Topics covered

• succession planning
• M&A in financial advisory
• business exit strategies
• financial advisor transitions
• growth strategies

Keywords

• succession trap
• sell and exit deals
• financial advisory
• M&A
• business growth
• advisor transitions

Mentioned in this episode

Organizations: Steward Partners, Elite Consulting Partners

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