A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth
Автор: CION Investments
Загружено: 2024-10-06
Просмотров: 442
Описание:
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: • The Untethered Life: Wealth Redefined | Se...
www.sethstreeter.com
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