The Family Legacy: Expanding a Vision of the Advisor’s Job to Be Done

Kenneth Haman is the Managing Director of the AB Advisor Institute (AB AI). AB AI provides insights from the behavioral sciences, including behavioral finance, to client-facing financial advisors to improve their marketing outreach and relationship-building efforts with investors. Haman began his current role at AB in 2005. Prior to this, he managed a psychotherapy practice in the Washington, DC market for 20 years. 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. 

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. 

Alex Kirby is the founder of Total Family, a software company built to honor the past and inspire the future of families. After learning that more than half of Americans can’t name all four of their grandparents, Alex realized that legacy has become too focused on money and estates—and not nearly enough on people, stories, and values. Total Family’s FamilyOS platform helps leading wealth firms and multi-family offices support families in building generational connections.

Alex spent 15 years in financial services and training and development before starting Total Family. He grew up in Upstate New York and holds degrees from the University of Maryland and Canisius College. He does charitable work through the Ancestors Foundation, which supports the Evans Scholar Program.

He hosts two podcasts: Visionary Advisor and Family Book Club. He loves to golf and read—but not at the same time. He lives in Maryland with his wife and three boys, where they mostly just try (and often fail) to get everyone to sit down for dinner.