What You'll Learn In Today's Episode:

• Holistic financial planning encompasses more than just asset management.
• Advisors should focus on deep listening and empathy to build relationships.
• Time management is crucial for meaningful client discussions.
• Inspired living can enhance client engagement and satisfaction.
• Scale allows for a broader range of services and expertise.
• Mergers can be a strategic way to acquire talent and resources.
• Integration of tax and financial planning is becoming essential.
• Clients desire a cohesive approach to their financial and life goals.
• The future of financial advising lies in providing wisdom, not just knowledge.

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in providing comprehensive services. Seth emphasizes the shift towards a wisdom economy, where the focus is on meaningful connections and guiding clients towards fulfilling lives beyond just financial metrics.

Resources In Today's Episode: