Differentiate Your Brand by Redefining True Wealth — Seth Streeter // Mission Wealth

Quotes

• "One of our first vital pivots was focusing on life events. So who are the clients we can best serve? These are clients that are going through significant life events. They've just sold their company, they've just retired, gone through a divorce, or lost a loved one. That's when they need comprehensive planning tax investment strategy. And we started to focus our marketing around life events." - Seth Streeter

• "The way that we deliver these services, the types of programs we help our clients work on to help make significant changes in their life. These programs have helped differentiate mission wealth and allowed us to create a caring approach for clients where they feel like we care about their whole selves, not just the financial part of their lives." - Seth Streeter

• "As we became more caring, more heart based, and how we connected and cared for clients, that resonated and that built more profound connections with clients, and started to resonate with them and started to help us set ourselves apart from the other firms that were more just operating from the mind doing great technical work. We do great technical work, and we operate from the heart. And our caring for our clients is our secret ingredient." - Seth Streeter

• "When you go the extra mile with people, that connection lands. And that's how you can differentiate yourself from a company that provides great features and benefits products and services to more of a humanistic heart-based connection." - Seth Streeter

• "When companies, brands, and professionals can listen to that degree, their customers will feel connected in ways they wouldn't agree with someone else who is just listening to reply, giving them what they immediately need. It's that deeper connection, finding that need beneath the need, that allows companies to become exponential brands, even in quote-unquote boring industries." - Seth Streeter