Apr 11, 2024
Seth Streeter, Founder and Chief Impact Officer of Mission
Wealth, has some very clear principles. He wants to help clients
redefine wealth, and has created a service model that places
inspiration, balance, and purpose at the center of a holistic
process. For advisors, this means creating a collaborative culture
backed up by custom tech. The goal is to ensure that clients feel a
sense of shared mission that goes beyond planning, especially for
clients facing transitions.
Seth and Derek touch on a lot of areas on this episode, but you'll
want more from this very thoughtful industry leader. Here's where
you can find it:
Seth
Streeter TEDx Talk
www.sethstreeter.com