Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer
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.