Analog Advisor
Welcome to analog advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
Analog Advisor
The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer
What is the role of a wealth advisor? What are the conversations, holistic strategies, and skill sets that set a sound advisor apart from a mediocre one?
Today co-hosts Wes Brown and Dr. Sonya Lutter sit with Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors, to explore the role of advisors in the year 2024. Through this enlightening conversation, Matt shares several findings from his recent research: 85% of all investors desire more financial education, life expectancy is correlated to wealth, and 70% of investors admit to making mistakes due to emotions.
Based on his research and experience, Matt shared his refreshing take on the role of financial advisors in providing financial support beyond investments and the importance of providing peace of mind and behavioral coaching.
Book Recommendation in this Episode:
Thinking Fast and Slow
- - - - - - - - - - - - - - - -
Learn more about Analog Advisor
Analog Advisor is produced by Mickenzie Vought and edited by Podcircle
Subscribe Apple | Spotify
Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue
Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.
