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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Learn more about Analog Advisor
Analog Advisor is produced by Mickenzie Vought and edited by Podcircle

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Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue

Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

In this recap episode of Analog Advisor, hosts Wes Brown and Dr. Sonya Lutter explore two of their most recent episodes with financial psychologist Dr. Daniel Crosby and Money Habitudes expert Cara Macksound. The conversation explores how our personal beliefs, attitudes, and habits around money form our Money Habitudes that shape our finances and overall well-being and life satisfaction.

Wes and Sonya explore the limiting beliefs they've held around money and the importance of self-awareness and reflection in financial decisions.

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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.

When asked to describe what he does, today’s guest says that he deals with the messiness of money as it intersects with the strangeness and oddity of being a human being.

Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning, Dr. Daniel Crosby. In this fascinating and illuminating conversation, Daniel joins Wes and Sonya to dissect how our behaviors and understanding of money can open a pathway to the things that really matter.

Send us a text

- - - - - - - - - - - - - - - -
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.