The ‘New Normal’ for Financial Planning: Seth Streeter on Fidelity FinPoint
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The ‘New Normal’ for Financial Planning: Seth Streeter on Fidelity FinPoint

Michelle Winkles

Michelle Winkles, MBA

5 min read

In this two-part interview Seth Streeter joins the Fidelity FinPoint podcast to explore the latest shifts in our financial environment.

Seth Streeter Joins Fidelity FinPoint to Discuss the ‘New Normal’ for Financial Planning

In April 2021 Mission Wealth’s Founder and Chief Impact Officer Seth Streeter was featured on the Fidelity FinPoint Podcast to discuss ways to navigate and manage the considerable recent shifts in the financial environment.

Whether you’re a business owner, building a retirement plan, an independent woman, or a professional, knowing what changes to expect can make all the difference in reducing uncertainty.

Listen to each podcast below!

Episode 1: Post-Pandemic Financial Planning

Planning looks different since the pandemic began. Guests Seth Streeter of Mission Wealth and Fidelity’s Mike McElroy share how the Advice Value Stack and principles of Holistic Wealth Planning can help deliver a richer planning experience. Join the conversation surrounding what to expect from financial planning after the 2020 pandemic. Fidelity’s latest podcast series published on April 14, 2021 explores the new thinking on today’s shifting wealth management industry. It discusses the “advice value stack,” and how firms can use it to help enhance their own value propositions for their clients.

Episode 2: The Shifting Wealth Management Industry

Planning looks different today: virtual experiences, increased volatility and insecurity, and acceleration of life events. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year has changed our industry. This podcast series from Fidelity published May 5, 2021 explores the new thinking on today’s shifting wealth management industry. It discusses the “advice value stack,” and how firms can use it to help enhance their own value propositions for their clients.

How Mission Wealth Can Help

At Mission Wealth we work closely with you to identify your goals and build your roadmap, while helping you to consider your future options and optimize your financial security. To learn more about our custom solutions, click here or reach out to our experienced team.

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This article is a 5-minute read, or you can watch our video

Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

KEY TAKEAWAYS

The post-pandemic financial landscape has accelerated shifts in how advisors deliver value, from virtual planning experiences to holistic wealth strategies. The “advice value stack” framework helps firms articulate and enhance the comprehensive benefits they provide to clients beyond portfolio management. Staying informed about evolving industry practices ensures your financial plan adapts to new realities around volatility, life transitions, and digital engagement.

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Michelle Winkles
ABOUT THE AUTHOR

Michelle Winkles

ABOUT THE AUTHOR

Michelle Winkles

Michelle Winkles is an innovative marketing leader with more than 20 years of experience helping organizations grow through strategic marketing, brand development, digital transformation, and AI-forward innovation. As Partner and Chief Marketing Officer at Mission Wealth, she leads the firm’s enterprise marketing strategy, supporting both organic and integration-driven growth while expanding the company’s national reach.

Michelle is known for building modern marketing organizations that combine data-driven insights, emerging technologies, and authentic storytelling to create meaningful client experiences. She has developed a sophisticated marketing technology ecosystem that strengthens brand visibility, improves engagement, and helps transform prospects into long-term client relationships. Today, she is leading Mission Wealth’s AI-forward marketing initiatives, integrating artificial intelligence across content strategy, advisor enablement, digital experiences, and marketing operations to drive scalable growth while keeping the human connection at the center.

Passionate about advancing the marketing profession within wealth management, Michelle is the co-founder of the CMO Collective, the RIA industry’s first peer community dedicated to bringing marketing leaders together to share ideas, challenge one another, and elevate the profession. She also hosts a monthly virtual Marketing Leaders Meetup, where chief marketing officers and senior marketing executives from leading wealth management firms collaborate on emerging trends, best practices, and the future of the industry. In addition, she authors The State of Wealth Management Marketing, a thought leadership series highlighting the evolving strategies, technologies, and conversations shaping the next generation of marketing in the RIA space.

A respected voice in the industry, Michelle is frequently invited to speak at national conferences, participate in executive leadership panels, and join podcasts focused on AI, growth strategy, digital transformation, advisor enablement, and innovation in wealth management.

Michelle’s leadership has earned national recognition. She was named RIA Chief Marketing Officer of the Year at the WealthManagement.com Industry Awards and has been honored by the Pacific Coast Business Times as both a Top Woman in Business and a 40 Under 40 recipient.

She holds a Master of Business Administration degree in Entrepreneurship, Strategic Management, and Nonprofit Social Business from Antioch University, Santa Barbara.

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