 |
Secrets of Successful Advisors with Ken HamanAuthor: AllianceBernstein
Welcome to Secrets of Successful Advisors from the AllianceBernstein Advisor Institute. In this series, Business Consultant and psychotherapist Ken Haman teaches financial advisors how to build, manage and grow their practices. Each episode is highly practical, easily executable and designed to meaningfully improve commercial success. Language: en Genres: Business, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Solving the Advisor's Biggest Challenge: Engaging the Next-Gen Investor
Thursday, 23 April, 2026
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 plan to find a new advisor. In this episode, we explore what's fueling the next generation's disengagement and how advisors must make critical shifts today to stay relevant to those inheriting tomorrow's wealth. DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
