Episode 279 – How Empowered Advisors Build Better Businesses with Jeff Gonyo

Today we catch up with Jeff Gonyo, Head of Wealth Management at Steward Partners, during the firm’s annual symposium. Jeff explains how Steward’s culture of ownership, advisor autonomy, and bottom-up support model attracts top advisors leaving traditional wirehouses. With a ten-person transition team and full-service infrastructure, Steward provides a smooth path to independence—empowering advisors to reclaim their entrepreneurial spirit while offering equity ownership to every full-time employee.

Jeff also outlines Steward’s long-term strategy, including next-gen advisor development, internal mobility, and a growing M&A division that preserves advisor identity. He emphasizes the firm’s investment in AI and multi-custodial technology to meet evolving client expectations and support advisors through the coming generational wealth transfer. His advice to advisors: look for a partner that values your brand, supports your growth, and gives you a real stake in the future.

Resources: Steward Partners

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