Podcasts about mission wealth

SummarySeth 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.Keywordswealth management, redefining wealth, comprehensive planning, proactive service, client relationships, technology, smaller firmsTakeawaysRedefining 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."Chapters00:00 Introduction and Background02:56 Redefining Wealth and the Vision for Mission Wealth09:26 Addressing the Emotional and Psychological Aspects of Life Transitions12:30 Training Younger Advisors in Level Three Listening and Sharing17:28 Balancing Scale and Personalized Service25:41 Uncovering Deeper Client Insights through Level Three Learning and Listening31:59 Leveraging Technology for Enhanced Advisor-Client Relationships36:13 The Importance of Reflection and Aligning Priorities and Goals40:44 Conclusion and Where to Find More Information

Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions.  Seth and Derek touch on a lot of areas on this episode, but you'll want more from this very thoughtful industry leader. Here's where you can find it:  Seth Streeter TEDx Talk www.sethstreeter.com

Today's business environment demands more from businesses. It's not enough to make a great product or offer excellent service. Your business needs to become a force for good, whether it is volunteering, beach cleanups or offering scholarships to underrepresented community members. Using your business to make an impact is good for business, the soul, and the community. Find out more as Seth Streeter, Founder & Chief Impact Officer, discusses using your business as a force for good. Show NotesConnect With:Seth Streeter: Website // LinkedIn // TwitterThe Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedIn See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you in a boring industry like financial services, where everyone is doing and saying the same things with little to no differentiation? How do you sail out of such a sea of sameness? Here's a clue: track down your customer's most challenging pain point. There's more. Listen to Seth Streeter, Founder & Chief Impact Officer, as he discusses how he differentiated his financial services business and grew it to $5 billion in asset value. Show NotesConnect With:Seth Streeter: Website // LinkedIn // TwitterThe Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedIn See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's business environment demands more from businesses. It's not enough to make a great product or offer excellent service. Your business needs to become a force for good, whether it is volunteering, beach cleanups or offering scholarships to underrepresented community members. Using your business to make an impact is good for business, the soul, and the community. Find out more as Seth Streeter, Founder & Chief Impact Officer, discusses using your business as a force for good. Show NotesConnect With:Seth Streeter: Website // LinkedIn // TwitterThe Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedIn See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you in a boring industry like financial services, where everyone is doing and saying the same things with little to no differentiation? How do you sail out of such a sea of sameness? Here's a clue: track down your customer's most challenging pain point. There's more. Listen to Seth Streeter, Founder & Chief Impact Officer, as he discusses how he differentiated his financial services business and grew it to $5 billion in asset value. Show NotesConnect With:Seth Streeter: Website // LinkedIn // TwitterThe Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedIn See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Seth Streeter is the Founder and CIO of Mission Wealth, an independent RIA based out of Santa Barbara that oversees nearly $5-billion in AUM for over 2,000 client households. Seth has uniquely grown Mission Wealth through mergers and acquisitions, essentially hiring by acquisition as a means of acquiring the talent needed to scale the firm. Listen in as Seth shares how he uses a “Mergers and Integrations” approach to acquire top talent and how he leverages Diamond Teams, dedicated departments, internal succession plans, and partnership equity opportunities to attract entrepreneurial talent into employee roles. We also discuss how the firm uses an 11-dimension happiness framework to guide more holistic wealth discussions with clients, why they segmented their clients into four tiers and vary the services offered to each, and why Seth believes that forming referral partnerships is the key for advisors to scale their firm. For show notes and more visit: https://www.kitces.com/283

Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives.

Tune in to hear:- What are some of the flimsy tethers in peoples' lives that keep them from achieving financial greatness?- If an advisor's number one job is not to make you money, what might it be?- What are the 11 different dimensions of wealth that Seth's firm lays out? How did he arrive at these?- How do these provide a helpful framework for clients during times of crisis?- How do you balance giving your children a great amount of access without spoiling them or diminishing their self-reliance?- Should we talk with our children about our income level and our net worth?- Is it a reality for anyone other than those who are already wealthy to switch from a job that's making them miserable to a more fulfilling, but potentially lower paying, position?- How can advisors best support their clients during divorce and other hard times? What is the appropriate level of intervention or closeness in these cases?https://missionwealth.com/https://www.youtube.com/watch?v=qHNhNjNwGVYCompliance Code: 0561-OAS-4/4/2022 

Rick and Joe conclude their conversation with Seth Streeter, the Co-Founder and Chief Impact Officer of Mission Wealth, which manages over $4.6 billion across over 2000 clients. In part two, Seth talks about what separates Mission Wealth from other wealth management companies and why he believes money is a 'byproduct of the karma of our actions.'

This week, Rick welcomes Seth Streeter, the Co-Founder and Chief Impact Officer of Mission Wealth, a nationally recognized wealth management company known for providing caring advice that empowers families to achieve their dreams. In part one, Seth shares his journey from subject-matter expert to a life-changing business leader, why he expanded the definition of wealth, and how he helps clients maintain a healthy relationship with money. 

Dive back in and hear from the purpose-driven CEOs we highlighted in Season 1 of the Beyond Capital Podcast. Your host Eva Yazhari was inspired by Kristin's story, and wrote about her work at Revolution Foods in her new book, The Good Your Money Can Do. Click here to learn more and get your copy.Can money buy happiness? According to a Princeton University study, there is  a correlation between happiness and wealth, up to a point of about $75,000 per year. After that, happiness is not correlated with increased money. Hear from Seth Streeter about wealth consciousness. Seth is the founder and CEO of Mission Wealth, a wealth management firm that specializes in guiding clients through major life events, and helping people find - and fund - their purpose. Seth is also the Founder of Sustainable Future, a technology platform providing campaigns and resources to affect change for a cleaner, safer planet. "The CEO to me is the Chief Energy Officer," says Seth. "I find that culturally, if people can feel like they are cared for and that they have a purpose beyond themselves, that can add tremendous fuel and resiliency, even during the challenging times we're under today."

Seth Streeter is the Founder and Chief Impact Officer at Mission Wealth, a California based wealth management firm. Seth is a thought-leader and helps clients reframe their perspective of wealth beyond the financial, to lead more balanced, impactful, and fulfilling lives. Our conversation includes: […] The post Seth Streeter on the Scope of the Offer appeared first on Becoming Referable.

Redefine your view of wealth and happiness with Seth Streeter, Founder and CEO of Mission Wealth, who gave up the “ideal” life to pursue his passions and leap towards his deferred dreams. From a major in Sociology to a career in Finance, Seth allowed the red thread of life to guide him to take his wealth management firm from 0 to $23 billion in assets with over 1500 happy families across the country! Seth achieved this by breaking away from the industry norms of unethically pushing financial products to optimizing the life of his clients by redefining wealth! Today, Seth has been recognized as one of the Top 100 Visionary Leaders, Worth Magazine's “Top 250 Wealth Advisors” in the nation, and Pacific Coast Business Times' “Who's Who in Banking & Finance” since 2010. In this episode of Rising High, Seth addresses: ✔️ Being a young entrepreneur and how the world is ripe for youngsters with a passion ✔️ Developing a trustworthy and loyal team by conveying your “Why?” ✔️ Singlehandedly growing a business through strategic partnerships ✔️ Using financial services as a gateway for optimizing his clients' lives I hope you enjoy this episode. Stay tuned for part two where Seth covers topics about turning anxiety to your greatest strength, mentorship, a growth mindset, and even divulges special advice for college students. Check me out and follow me on: Instagram: instagram.com/risinghighpodcast?igshid=19p5b7gdazxns LinkedIn: www.linkedin.com/in/ananya-dugar-456689150/

Redefine your view of wealth and happiness with Seth Streeter, Founder and CEO of Mission Wealth, who gave up the “ideal” life to pursue his passions and leap towards his deferred dreams. From a major in Sociology to a career in Finance, Seth allowed the red thread of life to guide him to take his wealth management firm from 0 to $3 billion in assets with over 1500 happy families across the country! Seth achieved this by breaking away from the industry norms of unethically pushing financial products to optimizing the life of his clients by redefining wealth! Today, Seth has been recognized as one of the Top 100 Visionary Leaders, Worth Magazine's “Top 250 Wealth Advisors” in the nation, and Pacific Coast Business Times' “Who's Who in Banking & Finance” since 2010. In this episode of Rising High, Seth addresses: ✔️ Being a young entrepreneur and how the world is ripe for youngsters with a passion ✔️ Developing a trustworthy and loyal team by conveying your “Why?” ✔️ Singlehandedly growing a business through strategic partnerships ✔️ Using financial services as a gateway for optimizing his clients' lives I hope you enjoy this episode. Stay tuned for part two where Seth covers topics about turning anxiety to your greatest strength, mentorship, a growth mindset, and even divulges special advice for college students. Check me out and follow me on: Instagram: instagram.com/risinghighpodcast?igshid=19p5b7gdazxns LinkedIn: www.linkedin.com/in/ananya-dugar-456689150/

We cover: * The Value of a Penny * Tapping into the Wisdom of Your 90 Year Old Self * Being Open to Living the Life You Really Want And much more... Seth Streeter is CEO and founder of Mission Wealth, a leading wealth management company that specializes in comprehensive financial planning and investment advisory services for high net worth individuals across the country. A thought-leader in the area of conscious financial planning, Seth helps people reframe their perspective of wealth beyond just the financial so that they can enjoy more balanced, impactful, and fulfilled lives. Seth was recognized by Real Leaders Magazine in 2015 as one of the Top 100 Visionary Leaders who strive to create a better world, due to his work in conscious finance. Seth's experience in finance and the pursuit of well-being has caused him to become a sought-after speaker. In 2016, Seth was asked to speak on the TEDx Stage to share his powerful message on Redefining Wealth, and in 2017, he was chosen to speak and facilitate at the Young Presidents' Organization (YPO) Global Leadership Conference. His 2018 Developing Your 3.0 Vision for Life four day International YPO event won the ‘Most Impactful Learning Event of the Year' globally. Seth's passion is working with YPO Chapters, forums and members to help them develop and ignite a meaningful 3.0 vision for life and success. He is the Chair of the Inspired Living Sub-Network of the YPO Health & Wellness Network. Seth is a founding member, Officer and Board member of the YPO Pacific One regional chapter. As the founder of the nonprofit SustainableFuture.org in 2017, Seth is growing a community unifying platform to empower positive daily actions in the areas of sustainability, volunteerism and wellness. Campaigns utilizing the platform have been launched by businesses, nonprofits, schools, universities and churches. Seth resides in Santa Barbara, CA with his two teenage children. He enjoys travel, connecting with fascinating people, continuous learning and a constant pursuit of finding the world's best chocolate chip cookie. Stay connected with Seth: Website: www.sethstreeter.com LinkedIn: https://www.linkedin.com/in/sethstreeter/ Mission Wealth: www.missionwealth.com Nonprofit: www.sustainablefuture.org TED Talk: https://www.youtube.com/watch?v=qHNhNjNwGVY Catch up on past conversations as well as see the entire lineup of contributors at the "A Handful of Hope" website: https://jessebrisendine.lpages.co/a-handful-of-hope

Can money buy happiness? According to a Princeton University study, there is  a correlation between happiness and wealth, up to a point of about $75,000 per year. After that, happiness is not correlated with increased money. This week, we hear from Seth Streeter about wealth consciousness. Seth is the founder and CEO of Mission Wealth, a wealth management firm that specializes in guiding clients through major life events, and helping people find - and fund - their purpose. Seth is also the Founder of Sustainable Future, a technology platform providing campaigns and resources to affect change for a cleaner, safer planet. "The CEO to me is the Chief Energy Officer," says Seth. "I find that culturally, if people can feel like they are cared for and that they have a purpose beyond themselves, that can add tremendous fuel and resiliency, even during the challenging times we're under today."For more on the podcast, see the Beyond Capital Podcast website.

Impact and sustainable investing is a trend that has gained traction throughout the years. No longer is it considered something that is "the right thing to do," it's also a profitable way to align investment returns with one's ideals and values. In this episode, Adam Torres and Kristen Taylor, MSFA, CFP®, Client Advisor at Mission Wealth, explore the future of impact and sustainable investing.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/

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.

Susan who is known as a spiritual scientist originally trained in psychology and psychotherapy over 20 years ago. Susan has an extensive tool box which has allowed her to create her own unique way of working. Susan has a clear channel to spirit and the higherrealms making her work fast, direct and accurate. She is a medium and channel and now over the last year works with her galactic guides. She channels, tones and speaks light language to help others heal their heart field allowing them to create and manifest more easily.

Seth Streeter Founder and CEO at Mission Wealth is interviewed in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support

In a world that places so much value on productivity and success, we often lose sight of what truly matters. What if our measure of success was something beyond the amount of wealth we accumulated? In this episode, Seth Streeter and host Bill Coppel– Managing Director and Chief Client Growth Officer at First Clearing– pose this question and explore what it means to redefine success and the ways it could change how we manage wealth. Hard work and productivity are important, but if we base our self-worth on conditional things, it will never be sustainable. What has to complement that hard work and success is an inner journey of fulfillment and connection with something beyond traditional achievement. Through more than 25 years in the financial services industry, Seth Streeter has found that helping clients optimize their finances for retirement doesn't necessarily equal happiness. Along with his own personal experiences, this has led him to question and then reshape the definition of success, as well as lead others to redefine it for themselves. He believes that advisors are in a privileged seat with the opportunity to help clients identify sparks in their lives and empower them to reach the fullest expression of themselves. The conversation starts with money, but through vulnerability, it can rekindle a sense of wonder and identify the possibilities along an individual's life journey towards finding their purpose.  In this episode, you'll hear: The important difference between conditional and unconditional self-worth 10 categories by which to define wealth What a uniquely human experience looks like in an age of AI and robo-technologies How to start conversations with people that lead them to discover the fullest expression of themselves Pivotal points in life that can spark finding your inner calling How advisors can move the conversation past managing money to personal fulfillment How advisors can leverage vulnerability to redefine their relationships with clients and distinguish their value Growing up in a family whose farming mindset placed high value on productivity and hard work, Seth Streeter's degree of success became his sense of self-worth. After co-founding Mission Wealth, a leading wealth management firm serving the Western U.S., Seth faced several hardships in his personal life that forced him to reconsider his own definition of success. As CEO of the firm, he helps people to reframe their perspective of wealth beyond the financial aspect and to discover what he calls an Inspired Life Purpose. Seth is a thought leader in the area of conscious financial planning and his TED Talk from 2016 entitled “The Untethered Life: Wealth Redefined” has thousands of views.   Ways to contact Seth Website: https://sethstreeter.com/ Mission Wealth: https://missionwealth.com/ TED Talk: https://www.youtube.com/watch?v=qHNhNjNwGVY    Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR# 0219-01635

Listen as Blake interviews Seth Streeter, Co-founder and CEO of Mission Wealth, a successful wealth management firm based in Santa Barbara, California. Seth speaks differently than most financial advisors, encouraging his clients to think beyond the balance sheet and make financial decisions with their life purpose in mind. Together, they unwrap the shifting “American Dream,” the “Ten Dimensions of Wealth,” and what it means to truly find success. For full show notes and transcript, click here.  Topics: Introduction [00:47] Interview with Seth Streeter [06:58] The Ten Dimensions of Wealth [08:43] The shifting “American Dream” [11:42] Seth’s work and the 3.0 vision [15:04] “The Big Leap” [19:10] The Impact and Fun Dimensions of Wealth [28:32] Making the most of your 3.0 vision [32:45] A generational shift [41:18] The old way vs. the new way [47:59] Closing remarks [50:38] Credits [52:35]  Referenced Resources: Mission Wealth “I Am” The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level by Gay Hendricks, Ph.D. Conscious Loving: The Journey to Co-Commitment by Gay Hendricks, Ph.D. and Kathlyn Hendricks, Ph.D. Learning to Love Yourself by Gay Hendricks, Ph.D. A New Earth: Awakening to Your Life’s Purpose by Eckhart Tolle THE LAB The Untethered Life: Wealth Redefined (TEDxSantaBarbara) Guest Details: Mission Wealth Instagram (@redefiningwealth) Subscribe to The Wellness Revolutionaries podcast on iTunes, Spotify, and Google Play. If you liked today’s episode, leave us a 5-star rating and review!

Founder and C.E.O. of Mission Wealth, Seth Streeter, empowers us with the tools to connect our finances with our values. Known as “The Mindful Investor,” Seth helps people expand their wealth beyond the financial. He explains the ten dimensions of wealth, how millennials have shaped the way people think about money, and the benefits of socially conscious investing. But first, Lori Bregman joins Maria for a motivational conversation about taking on the new year better than ever! But first, Lori Bregman joins Maria for a motivational conversation about taking on the new year better than ever! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Seth Streeter is a community organizer and CEO of Mission Wealth. Over the past two years, he has led the creation of a significant new effort in Santa Barbara called Sustainable Future. His Advisory Council of 24 civic leaders reads like a local Who's Who. Collaboratively they have found ways to amplify what's happening in the environmental movement in various silos and bring the efforts together under one umbrella. The site that they've created has an underlying strategy of employing game mechanics to make participation in various activities engaging and fun. At the recent Earth Day, they set up a Scavenger Hunt that took players in and out of over 200 organizations at Alameda Park. Part of the success of the project is how they are connecting non-profits to business to schools, the public and private sector and faith-based communities. It's a significant mandate. Seth's concerned about scope creep and has a clear focus on the challenges that such a sweeping initiative has. I enjoyed hearing Seth talk about Environmental Stewardship and feels that is an important message to communicate. We applaud everyone's commitment to this project and hope that it inspires you as well. Take a look a the site and sign up to discover new ways to be inspired.

Jody interviews Seth Streeter, CEO of Mission Wealth, whose MISSION is to show people how to look at money as only one component of a full and happy life. Learn what it takes to not only be wealthy in terms of dollars, but wealthy in all areas of your life. You just may look at money differently after hearing this episode of The MISOGI Method. Download and listen anywhere.

Financial advisors have a unique opportunity to make a real, immediate impact on people's lives -- if they're willing to break away from the old model that's only interested in improving return on investments. On today's show, RIA leader Seth Streeter explains how his firm not only delivers a first-class planning experience, but also helps their top clients "redefine wealth" and develop their "inspired life purpose." Seth Streeter is the CEO and founder of Mission Wealth, a leading wealth management company with about $1.6 billion in assets under management. Seth's team specializes in comprehensive financial planning and investment advisory services for high net worth clients around the country. Seth also helps people reframe their perspectives of wealth beyond just the financial so that they can enjoy a more balanced, impactful, and fulfilled life. And in 2016, Seth was asked to speak on the TEDx stage to share "an introspective approach to help you assess and transform your true wealth."

In this episode we interview Seth Streeter, the CEO and co-founder of Mission Wealth, a leading wealth management company specializing in comprehensive financial planning and investment advisory services for high-net- worth clients across the country.

Seth Streeter - CoFounder & CEO of Mission WealthPreston Smiles - CoFounder & CEO The Bridge Method & Preston Smiles IntlBrandon Brotsky - Founder & CTO of Brotsky LLC

Seth Streeter - CoFounder & CEO of Mission WealthPreston Smiles - CoFounder & CEO The Bridge Method & Preston Smiles IntlBrandon Brotsky - Founder & CTO of Brotsky LLC