In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in providing comprehensive services. Seth emphasizes the shift towards a wisdom economy, where the focus is on meaningful connections and guiding clients towards fulfilling lives beyond just financial metrics.
Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
Resources in today's episode:
- Matt Jarvis - Website | LinkedIn - Seth Streeter - Website | LinkedIn
