Mission Wealth’s Firm Culture | A Look Into Our Team Retreats
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Mission Wealth's Firm Culture | A Look Into Our Team Retreats
Show Transcript
[Music] hi I’m Seth Streeter co-founder and chief impact officer at Mission wealth we’re here in beautiful Santa Barbara where our team has gotten together over a few days to really celebrate our connection and culture as a company culture is one of those things that can feel intangible but it’s something that you can witness and you can experience firsthand seeing our team together interacting having fun sharing stories learning and going out there and doing some incredible activities has been really the way that I see our culture deepening and growing even though our company has grown tremendously we still have the essence of such a special culture our team truly cares for each other we have a lot of fun growing professionally and also servicing our clients and giving back in the communities that we serve we’ve grown so much as a company that we actually now have 27 locations across the country and so while it’s great to stay connected via phone calls and virtual meetings there’s nothing like being together in person and here at our Retreat we’ve been able to do a lot of just fun in-person connection activities
we’ve been able to go on Hikes and go on stand-up paddle boards we’ve been able to take an amphibious vehicle tour into the ocean and see the sunset and see some harbor seals and some sea lions after we joined at the hotel we enjoyed dinner and drinks with many people meeting in person for the first time after only being connected via virtual meetings we’ve been able to do some immersive learning together about how we can keep evolving forward as a company and we’ve been able to celebrate each other we celebrated birthdays we celebrated our most valuable person award that was a peer-nominated winner we had the opportunity to celebrate our first class of mission Scholars recipients these were four recipients who received an award from Mission wealth to be able to get their cfp certification and we heard their powerful stories of how they overcame some challenging times and persevered to now be furthering themselves with their professional career and financial services our team loves to stay connected and to be inspired by each other and by the Future Vision that we have as a company to uplift others
across the country and during dinner we had the opportunity to share many different fun stories and conversations Brad Stark and I had the opportunity to share some of our early co-founder Stories the triumphs and challenges that we had on the journey toward Mission wealth being what it is today in the morning we have the opportunity to work with a local non-profit and do a beach cleanup hi my name is Matt Adams I’m the CEO and managing partner of mission wealth the group is out here today at our annual Retreat here in lovely Santa Barbara working with the explored ecology and we just had a fantastic group of individuals out here caring individuals here at Mission wealth that did a large Beach cleanup pick up nearly 50 pounds of trash today we’re growth minded we’re caring we’re adaptable and we’re committed to our profession and make a small difference in our local community it’s been incredible to see the growth that we’ve had at Mission wealth truly across the whole United States with 27 different locations and even though we have so many new faces at Mission wealth and many more that will be joining us in
the years ahead it’s true that the essence of our company has remained the same since Brad and I founded the company over two decades ago we’re really all about being committed to doing the right thing being adaptable and staying evolved in this changing industry we’re about caring for each other caring for our clients caring for the communities that we serve and we Embrace that growth mindset where we’re open to trying new things seeing our team shine together these last few days has been just an incredible experience to watch from afar clearly the future is bright at Mission wealth [Applause] [Music]
A thriving diverse and inclusive culture empowers Mission Wealth to be a force of change within the industry and to continually expand our market share. We maximize growth opportunities by attracting and retaining clients and team members from different backgrounds and we encourage innovation that comes from diverse viewpoints. We foster a dynamic workplace culture where curiosity is embraced to allow new perspectives to be openly considered.
Take a look at our recent firm retreat video in which Seth Streeter, Founder and Chief Impact Officer explains what it means to be Mission Wealth.
Learn more at missionwealth.com
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.
