Webcast Replays

Downshift: Resetting Client Expectations in a Mature Market

February 9, 2022

Following years of robust returns, the market outlook is increasingly uncertain due to inflation, rising rates and heightened volatility. Forward thinking advisors need to have conversations now to reset client expectations. Watch Downshift: Resetting Client Expectations in a Mature Market webcast to hear from the AB Advisor Institute team.

About the Presenter

Kenneth Haman

Kenneth Haman, Managing Director—AB Advisor Institute , Ken Haman is the Managing Director of the AB Advisor Institute. He joined the firm in 2005 from a private consulting practice to the financial-services industry. In his current position, Haman develops and delivers consulting and training to financial advisors and key leaders at AB’s partner firms, specifically in the areas of strategic marketing, effective communication with clients and practice-management strategies. His professional experience includes managing a practice in psychotherapy for 20 years in the Washington, DC, area and a consulting practice to large organizations, financial professionals and senior executives in the Mid-Atlantic states. Haman holds a BA in business administration from Lebanon Valley College; an MDiv from Princeton Theological Seminary; an MAPC from Moravian College; and certifications in clinical hypnosis and neuro-linguistic programing from the American Hypnosis Training Academy. Location: New York

Scott M. Tatum, CIMA, CFP®

Scott M. Tatum, CIMA, CFP®, Director, AB Advisor Institute , Scott Tatum is the Director of the AB Advisor Institute, where he provides and helps develop consulting and training for financial advisors and key leaders at AB’s partner firms, specifically in the areas of strategic marketing, effective communications with clients, and practice-management strategies. He joined AllianceBernstein in 2008 from MFS Investment Management, where he was a regional vice president. Tatum’s three-decade career includes eight years as regional vice president at OppenheimerFunds and seven years as national sales manager at financial services firm HD Vest. He holds a BBA (cum laude) in marketing from the University of North Texas. In addition to being a Certified Financial Planner® professional and a Certified Investment Management Analyst®, Tatum carries NASD Series 7, 24, 53 and 63 licenses. Location: Dallas

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