Seth Streeter was recently featured in Financial Advisor Magazine’s online article, How To Have Planning Conversations At The Intersection Of Money And Life. This piece, written by top industry consultant Steve Sanduski, is based on Sanduski’s podcast interview with Seth in which Seth discusses Mission Wealth’s role in helping clients reframe their perspective of wealth beyond just the financial.
“People are really trusting us, and they’re opening up and they’re sharing their warts and blemishes and family dynamics and hopes and fears,” said Seth. “If we just stay at a surface level and only talk about their mortgage and their 401(k) and their Roth IRA conversion, we’re missing the opportunity to have a deeper, transformational impact on their lives.”
Financial Advisor Magazine has been ranked first among publications targeting professional financial advisors. The magazine continuously seeks to bring together the best team of editors and contributing writers to provide compelling pieces for top decision-makers in the industry.
Read How To Have Planning Conversations At The Intersection Of Money And Life.
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