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 Podcast

Website - https://scottdanner.com/
Youtube - https://www.youtube.com/channel/UC7_zYDRBiJmLuVlwcCi3qzQ
LinkedIn - 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 Advisor
https://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.

Feeling buried by work yet driven to do more? We sat down with operations leader Bob Hendrickson to explore a simple truth with big consequences: you can’t manage time, only commitments. From the factory floor to running multi-facility, make-to-order operations at Steelcase, Bob shows how lean principles and David Allen’s Getting Things Done combine into a trusted system that lowers stress and raises output—at work and at home.

We trace Bob’s path through hypergrowth, crisis, and supply chain shocks, and unpack why systems outperform willpower. Bob shares his “compass” for action: start with self-mastery (a personal GTD setup that holds every promise), harmonize the team (short huddles, clear owners, visible outcomes), leverage proven systems (Toyota’s TPS, two-second lean, Scaling Up, topgrading), and let results follow. The conversation gets tactical fast: define what done looks like, break work into the next visible step, capture ideas the moment they appear, and review lists by context so the right options surface at the right time.

Ready to build a system you trust? Listen now, share it with someone who needs less stress and more momentum, and subscribe for more conversations on making money simple so you can fully live today. If this helped, leave a quick review—it helps others find the show.

-----

Get to know our guest
Bob started at Steelcase fresh out of high school in 1988 working on the production line, assembling file cabinets. Over the years, Bob was given opportunities to work in a variety of Operations and Product Development roles, including Director of Lean / Continuous Improvement, Plant Manager of our Seating operation, and Director of Operations Integration, working to integrate the various elements of Operations to function more effectively, as well as to integrate the latest technology into manufacturing. Bob is currently Director, US Operations at Steelcase. He’s also an internal coach & teacher on various aspects of enterprise excellence including Lean manufacturing, strategy deployment and the “Getting Things Done” (GTD) methodology. Previously, he held positions as plant manager, superintendent and director of lean / continuous improvement. He resides in East Grand Rapids with his wife Kristen and children.

Bob Hendriksen, Director, US Operations at Steelcase
bob.improve@gmail.com
616.291.8584

Email | YouTube | LinkedIn

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://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.

Stop letting your tax return tell the only story about your money. We invited Rob Cook—CPA, CFP, and seasoned advisor to executives, athletes, and families—to break down how real tax strategy starts with who you are, where you want to go, and the few moves that actually change your outcome. Instead of chasing every trick on the internet, Rob shows why stacking “base hits” creates immediate savings and flexibility, and how to choose one or two “home runs” that fit your strengths.

We talk through the crucial difference between a historian CPA who files forms and a strategic partner who looks through the windshield. You’ll hear why high-earning W‑2 professionals are not stuck, how accredited status opens meaningful options, and how to avoid complexity that rich headlines can afford but most people can’t defend. Rob shares a simple, repeatable process: clarify your goals and constraints, close tax leaks hiding in plain sight, align strategy with life and cash flow, then implement and iterate as your fastball evolves.

From HSAs, donor-advised funds, and retirement plan design to QSBS, cost segregation, and real estate professional status, we separate the tools from the hype. You’ll learn how to convert personal costs into valid business deductions when facts allow, why lifestyle creep kills deployable capital, and how a personal CFO framework helps you save taxes without sacrificing sanity. The goal is clarity and control: a lighter tax bill, a simpler structure, and more energy for the work and people you love.

If you’re ready to make money simple and build around your true wealth creation play, this conversation is your blueprint. Subscribe, share with a friend who needs a better plan, and leave a review telling us your top “base hit” to implement this week.

-----

With over 10 years of experience in accounting and wealth management, Rob has worked with everyone from CEOs and world-class athletes to local families, helping them reduce taxes, build wealth, and achieve financial freedom. Holding both a Master’s and Bachelor’s in Accounting from BYU, he is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and has passed Level I of the Chartered Financial Analyst (CFA) exam.

Known for bringing both expertise and personality to finance, Rob is passionate about personal finance, taxes, and investing. Frustrated with the industry’s lack of real impact, he set out to truly help people transform their financial futures—and now, that’s what he does every day.

Connect with Rob Cook:

Rob Cook, Bement & Company, Director of Strategic Tax
380 North 200 West Ste 112 Bountiful, UT 84010
801-936-1900
rob@bementcomp

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://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.