The Advisor Institute has leveraged AB’s world-class research to produce a tailored curriculum of training courses for financial advisors whose businesses are firmly established.
When you partner with AB you’ll gain access to senior investment professionals, research analysts, economists and behaviorists. They provide the research and insights you need to build trust and deepen your client relationships. Here are your Advisor Institute specialists:
Ken Haman joined AB in 2005 from a private consulting practice to the financial services industry. In his current position, he 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 for advisors, advisory teams and managers.
Mr. Haman’s professional experience includes managing a practice in psychotherapy for 20 years in the Washington, D.C., area and a consulting practice to large organizations, financial professionals and senior executives in the Mid-Atlantic states. He holds a B.A. in Business Administration, graduate degrees in Psychology and Theology and certifications in Clinical Hypnosis and Neuro-Linguistic Programming.
Scott Tatum delivers consulting and training to Financial Advisors and key leaders at AB’s partner firms, specifically in the areas of effective communications with clients and practice management.
Mr. Tatum came to AB from MFS Investment Management, where he was a Regional Vice President. His 25-year career in financial planning includes two other important positions: he spent eight years in the Dallas area with Oppenheimer Funds; earlier, he spent seven years as National Sales Manager for a financial planning firm based in Irving, Texas, where he coordinated marketing programs for a field force of more than 4,000 financial advisors.
In addition to being a Certified Financial Planner and Certified Investment Management Analyst, Mr. Tatum has earned NASD Series 7, 24, 53, and 63 licenses. He is an honors graduate of the University of North Texas.
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Investment Products Offered:
Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed
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