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Artwork for Secrets of Successful Advisors℠

Secrets of Successful Advisors℠ with Ken Haman

AllianceBernstein
Behavioral Economics
Financial Advisors
Decision Making
Financial Advisory
Wealth Management
Narrow Framing
Listening
Behavioral Finance
Retirement Planning
Heuristics
Burnout
Cognitive Fatigue
Social Situations
Irrational Decision Making
Discounting
Emotional Anxiety
Client Relationships
Hiring Challenges
Confirmation Bias
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 monthlyEpisodes49Founded2 years ago
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BusinessManagement

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Artwork for Secrets of Successful Advisors℠

Latest Episodes

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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Recent Guests

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 17 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 States10 months 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.

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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An Investment Decision-Making Checklist for Advisors
Q: What can advisors do to guard against this kind of shift that they might not be aware of?
Advisors can become aware of the potential for heuristic activation and use a questioning discipline to broaden their decision-making framework, thereby reactivating their analytical thinking.
An Investment Decision-Making Checklist for Advisors
Q: How would that manifest in a financial advisor's day and their decision making?
The advisor's decision making may shift from methodical, analytical thinking (System Two) to automatic, heuristic-driven responses (System One), often leading to oversimplified choices.

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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. 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

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

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.

How do I contact Secrets of Successful Advisors℠?

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What guests have appeared on Secrets of Successful Advisors℠?

Recent guests on Secrets of Successful Advisors℠ include:

1. Cara Gray
2. CJ McClanahan

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