
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.
| Publishes | Twice monthly | Episodes | 49 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagement | |||

For many client-facing financial advisors the word "retirement" stirs up strong, negative feelings. Rather than seeing retirement as an opportunity for creativity and to author a new, satisfying chapter of life many advisors find it difficult to thin... more
In this fast paced conversation, Ken and Alex discuss the role of annual family meetings as an important part of a family's Legacy work. In this approach to doing Family Legacy, the Family Meeting represents a great opportunity for the advisor to wor... more
Financial Advisors feel enormous pressure to discount their fees when on-boarding new clients into their practices.For most advisors, once they have established a price with a client - even an inappropriately low price - they feel it is impossible to... more
For many years most legacy work was done by high-level, bespoke consultants or teams, was very expensive and offered only to families with enormous wealth. All of that is changing today. In this fast-paced conversation, Alex explains how legacy work ... more
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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!
Grant was a great insight of what I need to be looking for in MY advisor. Appreciate a peak behind the curtain
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Apple Podcasts | #107 |
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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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These podcasts share a similar audience with Secrets of Successful Advisors℠:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Barron's Advisor
4. Capital Ideas Podcast
5. Masters in Business
Secrets of Successful Advisors℠ launched 2 years ago and published 49 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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Recent guests on Secrets of Successful Advisors℠ include:
1. Cara Gray
2. CJ McClanahan
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