Advisor Institute

What’s the Difference Between a Good Advisor and a Great One?

What’s the Difference Between a Good Advisor and a Great One?

by Ken Haman
Years ago, long before I started consulting in financial services, I completed a rotation as a clinical chaplain as part of my theological training. I worked at a large trauma center in suburban New Jersey, and my main assignments were the intensive care unit, the cardiac care unit and the emergency room. As you might imagine, it was a very impactful learning experience.

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Advice for Advisors: Why an Ounce of Prevention Is Worth 300,000,000 Doses of Cure
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.”

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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
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