Secrets of Successful Advisors℠ with Ken Haman

How to Stop FOMO Before It Stops Your Advice

FOMO (Fear of Missing Out) isn't just a client quirk — it's a primal reflex that can quietly derail even your best recommendations. In this episode, you'll learn a simple

How to Reset Your Discount Reflex So You Can Set Your Price with Confidence

In this episode Scott and Ken discuss how advisors unconsciously imagine a prospect becoming a client — and then instantly imagine losing that client the moment they stat

Why Rainmaking Isn't a Personality Type: The 10 Behaviors That Change Everything – Part 2

Rainmaking isn't a personality type — it's a learnable system that most advisors have simply never been shown. In this episode, Ken lays out the foundational principles b

The Coming Inheritance Shock—and the Advisors Who Will Be Ready

This episode tackles one of the most dangerous blind spots in an advisor's career: the habit of thinking only about today. Ken explores why so many advisors stay trapped

Segmentation Reinvented: The Different Way of Thinking Top Advisors Use

Most advisors segment clients by contact frequency—but that barely scratches the surface. In this episode, discover how wealth level and life stage reveal a richer Standa

Beyond Hope and Control: The Third Path to Lasting Legacy

A family's true legacy isn't preserved by hope or by handcuffs. In this episode, discover the third path—an intentional legacy‑planning process that strengthens communica

Why Rainmaking Isn't a Personality Type: The 10 Behaviors That Change Everything – Part 1

Rainmaking isn't a personality type — it's a learnable system that most advisors have simply never been shown. In this episode, Ken lays out the foundational principles b

Future Shaping: The Psychological Trigger That Makes Clients See You as a Character in Their Story

Advisors often assume value comes from listing services, but real value is created when clients feel something powerful in their chest. In this episode, Ken explains why

Teamwork that Actually Works: A Field Guide for Advisors – Part 2

PART 2: High‑functioning teams don't succeed by accident—they succeed because they operate like institutions with a shared mission, not loose collections of talented indi

Teamwork that Actually Works: A Field Guide for Advisors – Part 1

PART 1: High‑functioning teams don't succeed by accident—they succeed because they operate like institutions with a shared mission, not loose collections of talented indi

Solving the Advisor's Biggest Challenge: Engaging the Next-Gen Investor

Is the future of your practice is at a crossroads? With more than $80 trillion set to transfer to younger generations, advisors face a stark reality: 80% of inheritors pl

Iran and the Anxious Client: How to Talk Confidently About Today's Markets

This episode breaks down a simple four‑step model advisors can use to calm anxious clients — and then dives into the big market forces that are quietly shaping the next d

What Keeps Advisors from Reaching Out to Next Generation Clients?

In 2026 the oldest Baby Boomer turns 80. That person will be followed by 76 million Baby Boomers entering the last years of their lives. Just as the Baby Boomers redefine

What's Wrong with Reasonable Portfolio Strategies for an Unreasonable Market? Part 2

PART 2: As consensus accelerates that markets are over-heated and due for some type of modulation or correction advisors are reluctant to change their investment approach

What's Wrong with Reasonable Portfolio Strategies for an Unreasonable Market? Part 1

PART 1: As consensus accelerates that markets are over-heated and due for some type of modulation or correction advisors are reluctant to change their investment approach

Six Big Mistakes that Advisors Make When Working with Ultra High Net Worth Clients – Part 2

Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain

Six Big Mistakes that Advisors Make When Working with Ultra High Net Worth Clients – Part 1

Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain

Not for Advisors Only: How to Think Creatively About Retirement

For many client-facing financial advisors the word "retirement" stirs up strong, negative feelings.  Rather than seeing retirement as an opportunity for creativity and to

How to Add the annual Family Legacy Meeting to the Advisor's Standard of Care

In this fast paced conversation, Ken and Alex Kirby, founder and CEO of Total Family, discuss the role of annual family meetings as an important part of a family's Legacy

You Can Raise Your Fee With Existing Clients.... Really!

Financial Advisors feel enormous pressure to discount their fees when on-boarding new clients into their practices.For most advisors, once they have established a price w