Welcome to Secrets of Successful Advisors℠ from the AllianceBernstein Advisor Institute. In this series, Business Consultant and psychotherapist Ken Haman teaches financial advisors how to build, manage and grow their practices. Each episode is highly practical, easily executable and designed to meaningfully improve commercial success.
Secrets of Successful Advisors℠ with Ken Haman
Claim This Podcastby AllianceBernstein
5.0(4 reviews)
62 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
32
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality36
Social0
YouTube0
Engagement71
Podcast Overview
Welcome to Secrets of Successful Advisors℠ from the AllianceBernstein Advisor Institute. In this series, Business Consultant and psychotherapist Ken Haman teaches financial advisors how to build, manage and grow their practices. Each episode is highly practical, easily executable and designed to meaningfully improve commercial success.
Language
🇺🇲
Publishing Since
6/8/2022
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32
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality36
Social0
YouTube0
Engagement71
6
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11
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excellent
Episode Length
30 minutes
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Recent Episodes
July 28, 2026
Segmentation Reinvented: The Different Way of Thinking Top Advisors Use
<p>Most advisors segment clients by contact frequency—but that barely scratches the surface. In this episode, discover how wealth level and life stage reveal a richer Standard of Care that clients instantly recognize as expertise. Learn how to map your book of business on a simple X‑Y grid, expand your service model, and show clients you understand their world because you've guided dozens just like them.</p> <p>This episode reframes one of the most overlooked strategic levers in an advisory practice: how you segment your book of business. Ken challenges the narrow, outdated idea that segmentation is just about contact frequency and introduces a richer, more powerful model—the Standard of Care. You'll explore how greater wealth brings a wider range of needs, how life stage shapes the advice clients value most, and how an X‑Y grid can instantly clarify what each client truly requires. Most importantly, you'll see why clients feel more confident and loyal when they know their advisor understands their world and draws on deep experience with people just like them.</p> <p class="p1"><strong>DISCLAIMER</strong></p> <p class="p1">Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.</p>
July 14, 2026
Beyond Hope and Control: The Third Path to Lasting Legacy
Host Ken Haman interviews industry experts on a third path to legacy planning, moving beyond hope and control to foster multigenerational family success and stewardship.
June 15, 2026
Why Rainmaking Isn't a Personality Type: The 10 Behaviors That Change Everything – Part 1
Host Ken Haman reveals ten learnable behaviors that transform any advisor into a successful rainmaker, offering a practical roadmap for practice growth.
62 total episodes available with 19 transcripts
Recent guests on Secrets of Successful Advisors℠ with Ken Haman
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Scott
Guest
Cara Grey
Guest
Alex
Guest
Ken Haman
Guest
AllianceBernstein Digital Coach
Guest
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Frequently asked questions
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- What is Secrets of Successful Advisors℠ with Ken Haman?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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