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Barron's Advisor

Barron's Advisor

Scott Danner: How to Manage the Emotional Toll of Succession Planning

Sep 1, 2026 · 29 min · 11 segments

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host…

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host…

Speakers: Scott DannerGuestGreg BartalosHost

Show signals: SuitabilitySafeAudience≈407k followers

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Top entities: Steward Partners Global Advisory, LLC×6 Greg Bartalos×9 Amazon Web Services×4 Charles Schwab Corporation×5 Mergers and acquisitions×2

Charles Schwab: Washington Wise0:00 – 0:14

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0:00

This episode is brought to you by Charles Schwab.

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0:03

Decisions made in Washington can affect your portfolio every day.

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0:06

Washington Wise from Charles Schwab is an original podcast that unpacks the stories making news in Washington.

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0:11

Listen at schwab.com slash Washington Wise.

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Steward Partners Global Advisory, LLCCompanyBank
97%6 mentions
Greg BartalosPersonFinancial adviser
90%9 mentions
Amazon Web ServicesCompanyCloud computing company
83%4 mentions
Charles Schwab CorporationCompanyFinancial services company
77%5 mentions
Mergers and acquisitionsEntityOrganization termination type
70%2 mentions
Michael EasterPersonWriter
63%1 mention
Barron'sPeriodicalAmerican magazine
57%4 mentions
AdsWizz, Inc.CompanyCompany
50%1 mention
Rotary InternationalCompanyCommunity-based organization
43%1 mention
GodEntitySupreme being
37%3 mentions
S&P 500EntityStock market index
30%1 mention
BibleBookReligious text
23%1 mention
Return on investmentEntity
17%1 mention
James ClearPersonWriter
10%1 mention
Arthur C. BrooksPersonAmerican author
3%1 mention

Mergers and AcquisitionsBusiness > Finance > Advisory Services > Succession Planning
Industry ChallengesBusiness > Finance > Advisory Services
Advisor RetentionBusiness > Finance > Advisory Services > Industry Challenges
Burnout ManagementBusiness > Finance > Advisory Services > Personal Development
Next Generation StrategiesBusiness > Finance > Advisory Services
Training and DevelopmentBusiness > Finance > Advisory Services > Next Generation Strategies
Impact on CommunityBusiness > Finance > Advisory Services > Client Relationships
FinanceBusiness
Client RelationshipsBusiness > Finance > Advisory Services
Advisory ServicesBusiness > Finance
Succession PlanningBusiness > Finance > Advisory Services
Business
Personal DevelopmentBusiness > Finance > Advisory Services

Charles Schwab: Washington Wise0:00 – 0:14

A

AdvertiserAd

0:00

This episode is brought to you by Charles Schwab.

A

AdvertiserAd

0:03

Decisions made in Washington can affect your portfolio every day.

A

AdvertiserAd

0:06

Washington Wise from Charles Schwab is an original podcast that unpacks the stories making news in Washington.

A

AdvertiserAd

0:11

Listen at schwab.com slash Washington Wise.