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The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer
Manage episode 450965369 series 3613084
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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
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