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

Why Does March Feel So Long Ago?
Want to Rock That Video Call?
How to “Keep Your Close On”

How to “Keep Your Close On”

by Ken Haman
The best reason to conduct a virtual meeting is to motivate some kind of action. This means that a well-managed meeting is always moving toward a clear and specific close. There are six steps to a meeting’s flow that will help you “keep your close on.”

Advisor Institute


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Do You Wonder Why No One Returns Your Calls?
Is It Instagrammable?

Is It Instagrammable?

by Ken Haman
Unless you’ve been living in a cave, you’re aware that social media is flooded with brief visual encounters. Even before COVID-19, Instagram caused a shift toward visual communication and away from words alone. There’s a reason for this and learning it will help make your virtual meetings more impactful.

Advisor Institute


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Are You Sick of COVID-19? Then Here’s What to Do
How to Stop Your Virtual Meetings from Stinking
Mastering the Virtual Practice: Virtual vs. Face-to-Face Meetings
Mastering the Virtual Practice: 10 Reasons Why Virtual Meetings Are Harder
Mastering the Virtual Practice: Why Advisors Will Prefer Virtual Meetings
Mastering the Virtual Practice: Prospecting Remotely
Mastering the Virtual Practice: Why Your Clients Will Prefer Virtual Meetings
The Compassion Paradox

The Compassion Paradox

by Ken Haman
As the COVID-19 crisis and the challenge of the economic recovery process continue, it’s critical to understand how to care about our clients without caring too much. Don’t risk your own well-being and become unable to help those who need you.

Advisor Institute


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