Advisor Institute

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.

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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.

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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?

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