On this week’s episode we speak with Seth Streeter, Founder and Chief Impact Officer at Mission Wealth and an industry thought leader. We talk about the future of the offer you provide and what it means to deliver an experience that is truly differentiated. In the case of Mission Wealth, that means an experience that supports more balanced, impactful, and fulfilling lives for clients.
Our conversation includes:
- An overview of Mission Wealth’s Inspired Living Platform – Redefining your role with clients
- Powerful examples on how you can evolve your discovery conversations to deepen relationships
- The small steps you can take toward a differentiated offer
Seth explains what the scope of their offer entails and how that offer can be co-created with clients. We discuss the types of services you can build into your client experience model to go beyond investment management or financial planning. Seth takes us on the journey from starting small, but with a big vision, to the platform his firm provides today.
It is a great discussion that will help you drive your business ahead by focusing on what truly matters to your clients.
Click here to listen; we welcome your feedback, as always.
Are you at risk of losing relevance? Download our free report “5 Things You Need to Hear From Your Clients (before another advisor does)”. https://clientdrivenpractice.com/5reasons/