April 23, 2021 Are We in the Middle of a Paradigm Shift? by Ken Haman There’s a paradigm shift occurring in the financial-services industry. Digital intermediaries are rewriting the rules about the value of a human advisor and acceptable portfolio-management fees. Savvy financial advisors must shift or become obsolete. AB Advisor Institute Likes 0 SHARE Bookmarks
March 19, 2021 Accepting the Inevitable by Ken Haman As the race begins to vaccinate the entire world, I think about how hard it is to accept our limitations as human beings. Some of these limitations are our coping methods, which both help and hurt us in our personal lives and when making investment decisions. AB Advisor Institute Likes 0 SHARE Bookmarks
January 22, 2021 What’s the One Thing You Need to Improve This Year? by Ken Haman Do you remember the scene in the movie City Slickers in which Jack Palance, who plays the old cowboy, asks Billy Crystal, “Do you know what the secret of life is?” The latest blog from the AB Advisor Institute explores the one thing that can transform your new business outreach. AB Advisor Institute Likes 0 SHARE Bookmarks
January 08, 2021 It’s 2021: What’s Ahead? by Ken Haman Now’s the time to put the challenges of 2020 behind us and start the new year with a fresh perspective. While we can’t predict the future, we can break away from old behaviors and be intentional about our choices in the new year. AB Advisor Institute Likes 0 SHARE Bookmarks
December 18, 2020 Why Should We Remember the Year of the Missing Toilet Paper? by Ken Haman The events of 2020 remind us that life is complicated and fragile and that being prepared really does matter. Could this inspire you to become a character of great significance in the lives of your clients because of how you comfort, lead and inspire them? AB Advisor Institute Likes 0 SHARE Bookmarks
December 04, 2020 The Pandemic Hits the Housing Market. What Can Advisors Do? by Ken Haman People are fleeing the cities and re-envisioning their lifestyles. Why are advisors neglecting the opportunities to fully engage with their clients during this lifestyle shift? A robust Standard of Care can help ensure that you provide clients with the services they need in today’s environment. AB Advisor Institute Likes 1 SHARE Bookmarks
November 20, 2020 What’s the Difference Between a Good Advisor and a Great One? by Ken Haman Years ago, long before I started consulting in financial services, I completed a rotation as a clinical chaplain as part of my theological training. I worked at a large trauma center in suburban New Jersey, and my main assignments were the intensive care unit, the cardiac care unit and the emergency room. As you might imagine, it was a very impactful learning experience. AB Advisor Institute Likes 0 SHARE Bookmarks
October 23, 2020 Advice for Advisors: Why an Ounce of Prevention Is Worth 300,000,000 Doses of Cure by Ken Haman Why is it hard to get clients to take preventative action to protect themselves from real and measurable risks? AB Advisor Institute Likes 2 SHARE Bookmarks
October 09, 2020 Why Does March Feel So Long Ago? by Ken Haman Eight months into the pandemic, most of us feel burned out, tired and frustrated. Here are three insights from the behavioral sciences that will help you stay focused, redefine your business and be successful. AB Advisor Institute Likes 1 SHARE Bookmarks
September 25, 2020 Want to Rock That Video Call? by Ken Haman Videoconferencing is becoming routine, mundane and overused. Here are tips for looking and sounding your best on a video call so that your audience stays engaged and you can rock that call. AB Advisor Institute Likes 2 SHARE Bookmarks
September 11, 2020 How to “Keep Your Close On” by Ken Haman The best reason to conduct a virtual meeting is to motivate some kind of action. This means that a well-managed meeting is always moving toward a clear and specific close. There are six steps to a meeting’s flow that will help you “keep your close on.” AB Advisor Institute Likes 2 SHARE Bookmarks
August 28, 2020 Do You Wonder Why No One Returns Your Calls? by Ken Haman Are you making tons of phone calls and leaving multiple messages, but getting no calls in return? If so, it’s time to develop a new approach to leaving a voice mail. These five steps will stimulate a higher level of response. AB Advisor Institute Likes 0 SHARE Bookmarks
August 21, 2020 Is It Instagrammable? by Ken Haman Unless you’ve been living in a cave, you’re aware that social media is flooded with brief visual encounters. Even before COVID-19, Instagram caused a shift toward visual communication and away from words alone. There’s a reason for this and learning it will help make your virtual meetings more impactful. AB Advisor Institute Likes 0 SHARE Bookmarks