Between Now and Success Bonus Episode: Redefining Wealth with Seth Streeter
Mar 30, 2020
57:19
Seth Streeter is the CEO and founder of Mission Wealth, a leading wealth management company with more than $2.5 billion in assets under management. Seth was an early proponent of our industry's shift into Life-Centered Planning, and I could listen to him talk all day about how advisors can help folks redefine what wealth and happiness really mean.
Recently I heard an episode of the Wellness Revolutionaries podcast in which Mindbody co-founder Blake Beltram talked with Seth about this concept of redefining wealth. Their discussion was so insightful that I reached out to Blake, and he's been kind enough to let me share this episode here.
Some of the topics Blake and Seth cover include:
- Why Seth believes money counts for only 10% of a person's wealth.
- Seth's 10 Dimensions of Wealth and 7 Dimensions of Wellness.
- How the values of a new generation of workers are reshaping the classic American Dream.
- How to help retirees develop a "Life 3.0 Vision" based around the freedom to pursue passions, strengthen relationships, and build their legacies.
- Preparing your business for the paradigm shift Seth sees in how our culture views money and defines wealth.
Thank you Blake and Seth for letting me post this episode.