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GAME-CHANGING WAYS TO GROW YOUR BUSINESS

AB Advisor Institute

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A HIGHER STANDARD OF CARE

We offer a full range of inspiring, informative seminars and easy-to-follow guides that provide skill-building in practice management, wealth planning and wealth management.

Ken Haman

Managing Director—AB Advisor Institute

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Our Goal Is Helping Advisors Meet Their Goals

We set a new standard in retail asset-management practice by improving financial advisor and investor outcomes through strategic marketing, effective communication with clients, and practice management strategies.

KEN HAMAN | Managing Director, AB Advisor Institute

A ten-year veteran of AB, Ken Haman’s professional experience includes a private consulting practice to the financial-services industry and managing a psychotherapy practice. His extensive consulting background includes service to large organizations, financial professionals and senior executives.

SCOTT M. TATUM | CIMA, CFP Director, AB Advisor Institute

Since 2008, Scott Tatum has focused on improving outcomes for financial professionals through the Advisor Institute. His three-decade career includes eight years as regional vice president at Oppenheimer Funds and seven years as national sales manager at financial services firm HD Vest.


PRACTICE (MANAGEMENT)
MAKES PERFECT

Discover ways to enhance your business.

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