Seth Streeter

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.