Advisor Institute

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


Likes 0
SHARE
Bookmarks
Decisions, Fast and Slow

Decisions, Fast and Slow

by Ken Haman
Many human decisions are driven by impulses known as heuristics, such as the simple-and-familiar bias. When mental energy is depleted, as during a crisis, advisors may employ this bias to select investment solutions that are easy to explain (simple) and that they’ve used before (familiar).

Advisor Institute


Likes 1
SHARE
Bookmarks
Of Hawks and Doves—and Why Neither Is Right

Of Hawks and Doves—and Why Neither Is Right

by Ken Haman
As an advisor, you have protective instincts, so COVID-19 is likely to activate your emotions and push your thinking toward extremes. Your brain is probably searching the world for dangers and building a decidedly negative worldview. Psychologists call this catastrophizing: seeing the future in a negative light. This reduces your ability to sort available information.

Advisor Institute


Likes 0
SHARE
Bookmarks
The One Question That Will Help You the Most Today
Advice for Advisors While Working from Home
When Bad News Becomes a Good Thing

When Bad News Becomes a Good Thing

by Ken Haman
Client impulsivity and action, simply for the sake of action, are not good when it comes to making investment decisions. However, in times of panic, a prudent advisor can step in, organize a family’s financial affairs, deliver reassurance and be a calming presence while completing tasks that may have been neglected.

Advisor Institute


Likes 0
SHARE
Bookmarks
Remembering Walter Cronkite

Remembering Walter Cronkite

by Ken Haman
Television remains one of the most influential distributors of information and ideas, yet the majority of Americans distrust the reports they get from TV. This distrust may stem from the fact that there is a lot of fear in the news today. How can advisors help clients make sense of the news and help them get back on rational footing?

Advisor Institute


Likes 0
SHARE
Bookmarks
Back to a top