Secrets of Successful Advisors℠ with Ken Haman
AllianceBernstein
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.
Episodes
Mentioned books
5 snips
Aug 24, 2022 • 34min
A 6-Step Model to Turn Client Trust into Action in a Down Market
In this podcast, Ken Haman discusses the importance of trust in the advisor-client relationship during market volatility. He explores the impact of client experiences on trust and the significance of disciplined communication in uncertain markets. Haman introduces a 6-step model to address hesitant clients in uncertain market conditions and guide them towards understanding their situation and proposing solutions to protect their portfolio.
6 snips
Jun 8, 2022 • 46min
Seven Steps to Managing Client Anxiety in Volatile Markets
Learn the seven steps to managing client anxiety in volatile markets. Understand the importance of trust in the financial advisor-client relationship. Discover how the brain functions as a prediction machine and the power of storytelling in financial decision-making. Explore the challenge of crafting a compelling story in capital markets. Learn how to deliver information effectively and build trust with clients.
