Financial advisors have a unique opportunity to make a real, immediate impact on people's lives -- if they're willing to break away from the old model that's only interested in improving return on investments.
On today's show, RIA leader Seth Streeter explains how his firm not only delivers a first-class planning experience, but also helps their top clients "redefine wealth" and develop their "inspired life purpose."
Seth Streeter is the CEO and founder of Mission Wealth, a leading wealth management company with about $1.6 billion in assets under management. Seth's team specializes in comprehensive financial planning and investment advisory services for high net worth clients around the country. Seth also helps people reframe their perspectives of wealth beyond just the financial so that they can enjoy a more balanced, impactful, and fulfilled life. And in 2016, Seth was asked to speak on the TEDx stage to share "an introspective approach to help you assess and transform your true wealth."