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Artwork for Secrets of Successful Advisors℠

Secrets of Successful Advisors℠ with Ken Haman

AllianceBernstein
Behavioral Economics
Financial Advisors
Financial Advisory
Decision Making
Wealth Management
Narrow Framing
Client Relationships
Listening
Behavioral Finance
Client Experience
Retirement Planning
Pricing Strategies
Heuristics
Trust Building
Burnout
Cognitive Fatigue
Social Situations
Irrational Decision Making
Discounting
Emotional Anxiety

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 monthlyEpisodes54Founded3 years ago
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Artwork for Secrets of Successful Advisors℠

Latest Episodes

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

PART 2: As consensus accelerates that markets are over-heated and due for some type of modulation or correction advisors are reluctant to change their investment approach. In this 2-part deep dive Scott and Ken explore how "reasonable recommendations... more

PART 1: As consensus accelerates that markets are over-heated and due for some type of modulation or correction advisors are reluctant to change their investment approach. In this 2-part deep dive Scott and Ken explore how "reasonable recommendations... more

Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain (of money) and a painful loss (of identity, role, belonging, meaning and purpose... 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 contributing to discussions around legacy in advisory work.
Total Family
Episode: How to Add the annual Family Legacy Meeting to the Advisor's Standard of Care
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 a business consultant combining insights from psychotherapy with practical advice for financial advisors.

Reviews

5.0 out of 5 stars from 18 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

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Common feedback highlights the quality of the insights provided, particularly the unique perspectives on overcoming industry challenges.
Listeners praise the podcast as a valuable resource for financial advisors seeking to grow their business effectively, emphasizing practical wisdom and actionable ideas.

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Talking Points

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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.

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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?

Offering a wealth of practical guidance, this series focuses on empowering financial advisors to enhance the management and growth of their practices. Throughout various episodes, key themes include behavioral economics, decision-making strategies, and the psychological aspects influencing client relationships and advisory success. Noteworthy discussions around overcoming common challenges, such as irrational client behavior and hiring complexities, are prevalent. The content is designed not only to address the technical aspects of financial advising but also the deeper emotional drivers that impact advisors' decisions and client interactions.

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Which podcasts are similar to Secrets of Successful Advisors℠?

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

1. Barron's Advisor
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3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Capital Ideas Podcast
5. The Efficient Advisor: Tactical Business Advice for Financial Planners

How many episodes of Secrets of Successful Advisors℠ are there?

Secrets of Successful Advisors℠ launched 3 years ago and published 54 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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