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Beyond the Balance Sheet with Seth Streeter
Manage episode 441591307 series 3511449
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Summary
Seth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the importance of understanding clients' true motivations and goals, and how advisors can use level three listening and sharing to uncover deeper client insights. He also discusses the role of technology in the industry and the need for smaller firms to find their niche and stay relevant.
Keywords
wealth management, redefining wealth, comprehensive planning, proactive service, client relationships, technology, smaller firms
Takeaways
- Redefining wealth involves looking beyond financial metrics and considering a more holistic approach to planning.
- Advisors should focus on level three listening and sharing to uncover deeper client insights and build meaningful relationships.
- Technology, such as financial planning software and CRM tools, can enhance the advisor-client relationship and improve practice management.
- Smaller firms can stay competitive by finding their niche, partnering with other experts, and offering value-added services.
- Taking the time to reflect on personal priorities and goals is essential for both advisors and clients.
Sound Bites
- "We are here to be catalyst for change in clients' lives."
- "Helping clients really further their legacy, the legacy is not just about the assets and distributions of their balance sheet."
- "We're not just human doings, we're human beings."
Chapters
00:00 Introduction and Background
02:56 Redefining Wealth and the Vision for Mission Wealth
09:26 Addressing the Emotional and Psychological Aspects of Life Transitions
12:30 Training Younger Advisors in Level Three Listening and Sharing
17:28 Balancing Scale and Personalized Service
25:41 Uncovering Deeper Client Insights through Level Three Learning and Listening
31:59 Leveraging Technology for Enhanced Advisor-Client Relationships
36:13 The Importance of Reflection and Aligning Priorities and Goals
40:44 Conclusion and Where to Find More Information
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