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Artwork for Secrets of Successful Advisors℠

Secrets of Successful Advisors℠ with Ken Haman

AllianceBernstein
Behavioral Economics
Financial Advisors
Client Relationships
Total Family
Financial Advising
Wealth Management
Financial Advisory
Decision Making
Pricing Strategies
Retirement Planning
Legacy
Trust Building
Narrow Framing
Advisor Institute
Behavioral Finance
Listening
Pricing
Legacy Work
Client Engagement
Client Experience

Welcome to Secrets of Successful Advisors℠ from the AllianceBernstein Advisor Institute. In this series, Business Consultant and psychotherapist Ken Haman teaches financial advisors how to build, manage and grow their practices. Each episode is highly practical, easily executable and designed to meaningfully improve commercial success.

PublishesTwice monthlyEpisodes57Founded3 years ago
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BusinessManagement

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Artwork for Secrets of Successful Advisors℠

Latest Episodes

PART 1: High‑functioning teams don't succeed by accident—they succeed because they operate like institutions with a shared mission, not loose collections of talented individuals. When a team aligns around a clear purpose, common language, and consist... more

Is the future of your practice is at a crossroads? With more than $80 trillion set to transfer to younger generations, advisors face a stark reality: 80% of inheritors plan to find a new advisor. In this episode, we explore what's fueling the next ge... more

This episode breaks down a simple four‑step model advisors can use to calm anxious clients — and then dives into the big market forces that are quietly shaping the next decade of opportunity. If you want to guide clients with confidence and invest wi... more

In 2026 the oldest Baby Boomer turns 80. That person will be followed by 76 million Baby Boomers entering the last years of their lives. Just as the Baby Boomers redefined financial services when they started turning 35 in 1981, this transition will ... more

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Recent Guests

Ken Haman
Managing Director of the Advisor Institute and AllianceBernstein
AllianceBernstein Advisor Institute
Episode: Six Big Mistakes that Advisors Make When Working with Ultra High Net Worth Clients – Part 2
Cara Grey
Consultant working with advisors on transitioning in life.
Good Morning Freedom
Episode: Not for Advisors Only: How to Think Creatively About Retirement
Alex Kirby
Colleague at Total Family
Total Family
Episode: What Does a Fishing Knot Have to do With Being a Better Financial Advisor?
Dan Mellahan
Director of AllianceBernstein's Central Division with a focus on practice management
AllianceBernstein
Episode: Responding to Volatile Markets: Creating a Communications Plan
Cara Gray
Consultant at Good Morning Freedom, helping clients transition into retirement and plan for their next chapter
Good Morning Freedom
Episode: Thinking Intentionally About a More Passionate Retirement
CJ McClanahan
Consultant specialized in helping successful individuals find joy
Self-employed consultant
Episode: What Now? Helping Uniquely Successful People Find Joy in the Second Half of Life

Host

Ken Haman
Managing Director of the Advisor Institute and AllianceBernstein; host of the show

Reviews

5.0 out of 5 stars from 19 ratings
  • The Podcast Resource for Advisors to Grow their Business

    This podcast is a great gift and resource to advisors and other client focused leaders who need help to grow their business. Every episode is filled with wisdom and practical ideas!

    Apple Podcasts
    5
    Jason Raitz
    United Statesa year ago
  • Grant Kunkel

    Grant was a great insight of what I need to be looking for in MY advisor. Appreciate a peak behind the curtain

    Apple Podcasts
    5
    Bad32245
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Grant Kunkel,Grant was a great insight of what I need to be looking for in MY advisor. Appreciate a peak behind the curtain,5/5
The Podcast Resource for Advisors to Grow their Business,This podcast is a great gift and resource to advisors and other client focused leaders who need help to grow their business. Every episode is filled with wisdom and practical ideas!

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#236
France/Business/Management
Apple Podcasts
#239
Mexico/Business/Management

Talking Points

Recent interactions between the hosts and their guests.

Six Big Mistakes that Advisors Make When Working with Ultra High Net Worth Clients – Part 2
Q: Why do UHNW clients experience wealth differently than mass affluent or other high-net-worth individuals?
Because their wealth triggers a rapid identity shift and a shift in life meaning, so advisors must understand the emotional journey, not just the finances, and tailor conversations to meaning, legacy, and family dynamics.
What's Wrong with Reasonable Portfolio Strategies for an Unreasonable Market? Part 2
Q: How can advisers shift client experiences away from solely portfolio-driven validation toward meaningful relationships and long-term trust?
By consciously creating experiences through regular, thoughtful interactions beyond performance, including defending clients against volatility with prudent guidance and addressing their life-stage needs (e.g., legacy planning) with the help of resources like Total Family.
What's Wrong with Reasonable Portfolio Strategies for an Unreasonable Market? Part 2
Q: What can advisers do to counteract the challenge of being the rational person at the party and not overreact to market noise?
Ken suggests building a disciplined, time-consuming decision framework, studying broadly, and using a thoughtful algorithm to replace impulsive reactions, thereby protecting clients from their own biases.
Drowning in Efficiency: Why is it so hard for (most) advisors to adopt new technologies?
Q: What are some examples of technologies that advisors should consider adopting?
Advisors should explore areas like tax-sensitive investing and generative AI, both of which can enhance client relationships and business efficiency.
Drowning in Efficiency: Why is it so hard for (most) advisors to adopt new technologies?
Q: What do financial advisors do when they want to adopt new technology but feel fear holding them back?
Advisors need to respect their cognitive limitations and approach new technologies intentionally, focusing on one manageable adoption at a time.

Audience Metrics

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Frequently Asked Questions About Secrets of Successful Advisors℠

What is Secrets of Successful Advisors℠ about and what kind of topics does it cover?

A practitioner-focused series for financial advisors blending practical, actionable guidance with behavioral science. Episodes repeatedly explore how to build trust, design client conversations, and manage wealth across generations, with recurring emphasis on legacy, family governance, and meaningful client experiences beyond chasing returns. The show frequently ties concepts to real-world tools and resources (such as digital coaching platforms and family-centered planning), and it often features high-value, income-conscious strategies for pricing, onboarding, and adopting new technologies. Its distinctive angle is the integration of psychology and family dynamics into long-term advisory success, making it valuable for listeners who want du... more

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These podcasts share a similar audience with Secrets of Successful Advisors℠:

1. Barron's Advisor
2. Notes on the Week Ahead
3. The Perfect RIA
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. Barron's Streetwise

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Secrets of Successful Advisors℠ launched 3 years ago and published 57 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Secrets of Successful Advisors℠?

Recent guests on Secrets of Successful Advisors℠ include:

1. Ken Haman
2. Cara Grey
3. Alex Kirby
4. Dan Mellahan
5. Cara Gray
6. CJ McClanahan

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