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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 monthlyEpisodes45Founded2 years ago
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BusinessManagement

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Artwork for Secrets of Successful Advisors℠

Latest Episodes

Today there are millions of households in the United States that have accumulated more than $10 million in net worth - with about 2 million having $20 million or more. This huge and growing population of clients is being chronically - and tragically ... more

The financial services industry continues to evolve, and new approaches to working with clients are emerging with greater frequency than ever before. For a busy advisor, deciding to adopt a new approach to doing business with clients is challenging, ... more

It seems that every month or so a new “killer app” is launched with expectations that it will soon revolutionize the financial services industry. In spite of obvious benefits, most advisors seem to be “late adopters” of new technologies. Scott and Ke... more

Too many financial advisors fall into the same trap: slashing fees to win business, then spending years overdelivering for a client who’s paying far too little. The result? A regretted acquisition. Raising your fees should be the obvious next step. B... 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
Ken Haman is a Managing Director of the Advisor Institute and AllianceBernstein, specializing in the facilitation of growth strategies for financial advisors through a blend of business consulting and psychological insights.

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 States8 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.

Listeners praise the content for its practical and applicable insights tailored specifically for financial advisors. Many appreciate the diverse perspectives offered by experienced guests, which enrich the learning experience. There's a common sentiment of gaining valuable wisdom that can directly impact business growth.

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Talking Points

Recent interactions between the hosts and their guests.

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.

Audience Metrics

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Social Media Reach

Frequently Asked Questions About Secrets of Successful Advisors℠

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

Focused on empowering financial advisors, content emphasizes practical strategies and insights that can enhance business practices and promote growth. Topics frequently covered include behavioral economics, decision-making biases, client relationships, and impactful hiring practices. Each episode, often featuring seasoned professionals and consultants, breaks down complex concepts into actionable advice, making the series a valuable resource for advisors aiming to refine their skills and improve their client interactions. Notably, the series addresses the psychological aspects of advising, exploring how emotions and cognition influence financial decision-making.

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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. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Wall Street Breakfast
4. Animal Spirits Podcast
5. Barron's Streetwise

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

Secrets of Successful Advisors℠ launched 2 years ago and published 45 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. Cara Gray
2. CJ McClanahan

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