March 26, 2024

What Now? Helping Uniquely Successful People Find Joy in the Second Half of Life

23 min listen
 
Kenneth Haman | Managing Director—AB Advisor Institute
Scott M. Tatum, CIMA, CFP® | Director—AB Advisor Institute

Ken Haman sits down with consultant CJ McClanahan to discuss the challenges that his high-achieving clients have with finding meaning and purpose in their lives. Many successful people struggle with a sense of emptiness after they have realized their goals for wealth and success, and CJ offers some practical insights for how an advisor can work more effectively with people who have reached this important milestone in life. To get in touch with CJ McClanahan, go to CJMcClanahan.com  and to learn more about finding the right non-profit to get involved in supporting, go to Generosity-First.com

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Kenneth Haman
Kenneth Haman
Managing Director—AB Advisor Institute
20
Years
At AB
20
Years
Experience
LocationNew York, US

Kenneth Haman is the Managing Director of the AB Advisor Institute (AB AI). AB AI provides insights from the behavioral sciences, including behavioral finance, to client-facing financial advisors to improve their marketing outreach and relationship-building efforts with investors. Haman began his cu ...

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Scott M. Tatum, CIMA, CFP®
Scott M. Tatum, CIMA, CFP®
Director—AB Advisor Institute
18
Years
At AB
40
Years
Experience
LocationDallas, US

Scott Tatum is the Director of the AB Advisor Institute, where he delivers consulting and training to financial advisors at AB’s partner firms, specifically in the areas of client acquisition, client communication and team management strategies. His goal is to help advisors, teams and managers be mo ...

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