Harry Sommers

Harry Sommers, a financial advisor at Root Financial Partners, joins for a deep dive into redefining wealth beyond money. He advocates for a holistic approach, incorporating time, values, and emotional context into financial planning. Harry highlights common advisor mistakes, such as over-focusing on numbers rather than client values. He illustrates the importance of emotional sensitivity in client relationships and shares a case where aligning finances with relationship goals helped a couple thrive. This conversation encourages advisors to broaden their perspective on true wealth.