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
www.sethstreeter.com