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Navigating the Future of Financial Planning With Seth Streeter

Updated: Jan 11

Published Oct 13, 2025


In this episode of The Perfect RIA Podcast, host Matthew Jarvis sits down with Mission Wealth Founder Seth Streeter for a powerful conversation about the evolution of financial planning — and why the industry is moving toward a more holistic, purpose-driven approach.


While the traditional model has long centered on numbers, assets, and outcome-based metrics, this dialogue explores something far more meaningful: the human experience behind every financial decision.


Embracing Holistic Financial Planning

Seth shares how modern financial planning must expand beyond spreadsheets and projections. True impact comes from understanding the full context of a client’s life — their values, their relationships, their fears, and the transitions that shape their identity.


Holistic planning is ultimately about nurturing relationships, seeing the whole human in front of you, and helping clients build lives that reflect what they care about most.


The Shift Toward Meaningful Connections

Life is a series of transitions — new careers, empty nests, health changes, retirements, reinventions. Seth emphasizes that the advisors who create the deepest impact are the ones who show up during these pivotal moments.


By listening deeply and being present, advisors can guide clients with clarity, care, and wisdom. This type of connection elevates advisory work from transactional to transformational.


Inspired Living: A New Paradigm for Advisors and Clients

Seth introduces the concept of inspired living — the idea that financial goals should support a life infused with meaning, joy, and purpose.


When clients reconnect with what truly matters, planning becomes a creative process. Advisors can help them design lives that feel aligned, intentional, and deeply fulfilling. Inspired living goes beyond success — it creates significance.


The Role of Scale in Comprehensive Services

As the profession evolves, scale becomes essential. Advisors must find ways to offer deeply personalized guidance while managing a growing client base and increasing complexity.


Through thoughtful systems, innovative technology, and a values-driven culture, firms can expand their reach without ever losing the human touch that clients deserve.


The Wisdom Economy: A New Focus for Financial Leaders

Seth highlights a powerful shift: we are entering a wisdom economy — a landscape where advisors are valued not just for expertise, but for empathy, insight, and guidance.


Here, success is measured by the quality of connection. Advisors become trusted partners helping clients navigate uncertainty, make life-aligned decisions, and step toward a more meaningful future.


Navigating Life’s Major Transitions

Major transitions can be challenging, but they also carry tremendous potential for growth. With the right support, clients can use these inflection points to realign their choices with their highest values. As leaders, entrepreneurs, and advisors, approaching these moments with clarity and intention allows us to thrive and help others do the same.


Creating a Purpose-Driven Life

At the heart of this conversation lies a simple truth: A well-designed life is one built on purpose.

When we live authentically and make choices rooted in what matters most, we create a ripple effect — inspiring those around us to pursue lives of greater meaning, fulfillment, and impact.


A Journey of Growth and Connection

The future of financial planning is not just technical, it’s transformational. By embracing holistic approaches, strengthening relationships, and guiding clients through life’s transitions with wisdom and compassion, advisors can help people thrive in profoundly human ways.


Let’s continue evolving together, supporting one another as we build lives and businesses rich in purpose, joy, and genuine success.


👉 Listen to the full conversation on The Perfect RIA Podcast

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