Webcast Replays

Winning the Race to Zero

September 15, 2021

A perfect storm of discount providers and robo-advisors combined with increased client activism is actively reshaping financial advisors’ businesses as traditional fees compress and the “race to zero” gains momentum. For many advisors, this represents an elephant in the room that most prefer not to talk about—and are even more reluctant to plan for. Watch AllianceBernstein’s Winning the Race to Zero webcast.

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

Jon Lehman

Jon Lehman, , Faculty Director of Executive Education for Vanderbilt University’s Owen Graduate School of Management. Professor Lehman has served in multiple leadership posts at Owen, including Associate Dean for Health Care and Associate Dean of Students. In the private sector, he has served as President and CEO of Evolved Digital Systems, as well as EVP and Director of Futurekids, Inc. He has served on the boards of Leadership Nasvhille; the Joe C. Davis Outdoor Center of the YMCA of Middle Tennessee; the Tennessee Repertory Theatre; the Nashville Academy Theatre; and the Young Leader's Council. He founded and served as Principal of The Section Companies, a consulting and private investment firm. Professor Lehman holds an AB in economics from Colgate University and an MBA from Harvard Business School.

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