Reaching New Clients with Wealth-Management Checklists
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Ken Haman is the Managing Director of the AB Advisor Institute. He joined the firm in 2005 from a private consulting practice to the financial-services industry. In his current position, Haman develops and delivers consulting and training to financial advisors and key leaders at AB's partner firms, specifically in the areas of strategic marketing, effective communication with clients and practice-management strategies. His professional experience includes managing a practice in psychotherapy for 20 years in the Washington, DC, area and a consulting practice to large organizations, financial professionals and senior executives in the Mid-Atlantic states. Haman holds a BA in business administration from Lebanon Valley College; an MDiv from Princeton Theological Seminary; an MAPC from Moravian College; and certifications in clinical hypnosis and neuro-linguistic programing from the American Hypnosis Training Academy. Location: New York
Scott Tatum is the Director of the AB Advisor Institute, where he delivers consulting and training to financial advisors at AB’s partner firms, specifically in the areas of client acquisition, client communication and team management strategies. His goal is to help advisors, teams and managers be more effective in their roles. Tatum joined AB in 2008. His professional experience in the investment industry began in 1985 and includes sales and sales leadership positions. Tatum has held positions with OppenheimerFunds, HD Vest and MFS Investment Management, where he was a regional vice president. He holds a BBA (cum laude) in marketing from the University of North Texas. In addition to being a Certified Financial Planner® professional and a Certified Investment Management Analyst®, Tatum carries NASD Series 7, 24, 53 and 63 licenses. Location: Dallas
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