Advisor Institute

What Are the Four Different Types of Clients?
Are We in the Middle of a Paradigm Shift?
Accepting the Inevitable

Accepting the Inevitable

by Ken Haman
As the race begins to vaccinate the entire world, I think about how hard it is to accept our limitations as human beings. Some of these limitations are our coping methods, which both help and hurt us in our personal lives and when making investment decisions.

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What’s the One Thing You Need to Improve This Year?
It’s 2021: What’s Ahead?
Why Should We Remember the Year of the Missing Toilet Paper?
The Pandemic Hits the Housing Market. What Can Advisors Do?
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.

Advisor Institute


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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.”

Advisor Institute


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Do You Wonder Why No One Returns Your Calls?
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