How Our Financial Advisors Help Others Find Deeper Meaning | Mission Wealth Management
1:15
How Our Financial Advisors Help Others Find Deeper Meaning | Mission Wealth Management
Show Transcript
So I’d like to kick off our interview with this question. What is your greatest passion about your profession that sets you apart from other wealth managers? Well, I would say that my passion is connecting to people in a very deep way and I find that money can often times be a portal to more discovery and for people to find greater meaning in their life. So rather than staying on the surface level conversation of someone coming in saying, I need to get a 6% return by not having an agenda and by being really open and present with them, oftentimes you find that there’s just peel back the layers of the onion and they are thinking about how they really want to retire in a couple years so that they can spend time with their wife who maybe has health issues or to have time to learn how to play guitar which they’ve always dreamed of or to take a trip and maybe to volunteer with special needs children. So it’s not really about the 6% return, it’s about them kind of finding deeper meaning and purpose in their life and through presence and I would say conscious financial planning, it’s just such a privilege to be a catalyst for positive change in people’s lives and I would say that’s really what sets us apart.
Mission Wealth Co-Founder and Chief Impact Officer, Seth Streeter responds to the interview question, “What is your greatest passion about your profession that sets you apart from other wealth managers?”. Find out what sets Mission Wealth apart.
Used with the permission of “Get Conscious Now!”
Founded in 2000, Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has 21 other offices nationwide. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate planning, asset protection, philanthropic and charitable giving, tax planning, retirement planning and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
Connect with us online at:
Twitter: https://twitter.com/missionwealth
Facebook: https://www.facebook.com/missionwealth
Instagram: https://www.instagram.com/mission_wealth
LinkedIn: https://www.linkedin.com/company/missionwealth
Like, Comment and Subscribe!
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.
