The Perfect RIA Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
Oct 13, 2025
Seth Streeter, a senior leader at Mission Wealth and expert in holistic financial planning, delves into the evolving landscape of financial advice. He highlights the importance of building deeper client relationships through understanding life transitions and emphasizes a shift towards a wisdom economy where meaningful connections take precedence. Seth discusses how advisors can apply Maslow's hierarchy in financial planning, explore clients' true goals, and the benefits of integrating services for a fulfilling, purpose-driven approach.
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Maslow-Inspired Value Stack
- Seth Streeter maps Maslow to financial advice, placing life transitions and fulfillment at the top of the value stack.
- He argues AI will replace transactional work, so advisors must focus on empathy and life-centered guidance.
Ask Three-Dimensional Questions
- Ask three-dimensional questions that add emotional and life-context to factual queries about clients' assets.
- Use curiosity to expand conversations from balance sheets to optimizing clients' lives.
Start With The Pain Point
- Start with the client's concrete pain points (taxes, Monte Carlo results) and then expand into life planning once foundations are set.
- Leverage your privileged seat to explore hopes, fears, and purpose after technical needs are met.