Ultra-high-net-worth (UHNW) clients are not just managing assets — they’re navigating identity shifts, power transitions, and emotional complexity that challenge even the most seasoned advisors.In this episode, Ken Haman, Managing Director of the AllianceBernstein Advisor Institute (AB AI), shares insights from his white paper, The Emotional Journey of the Ultra-High-Net-Worth Client. He explores the psychological and emotional transitions that shape a client’s evolution — from wealth builder to legacy steward.Ken explains why many advisors lose relevance during moments of change — especially when a client’s most important question becomes: “What am I missing?” He challenges advisors to see these transitions not as threats, but as opportunities to shift from simply providing answers to truly offering insight.For advisors looking to elevate their value, deepen trust, and guide clients through complexity, this conversation delivers a powerful framework to rethink how you serve.What You’ll Learn in This EpisodeWhy planning and performance alone aren’t enough to retain UHNW clientsThe moments when clients feel emotionally unanchored—and what they need from youHow to shift your role from technician to guide during liquidity events and life transitionsThe critical difference between offering insight and offering adviceWhat to listen for when clients talk about uncertainty, control, and the futureNotable Quotes from Ken Haman“The job to be done is always tied to the client’s point of need.”“Portfolios will be built by machines. Advisors need to focus on what the machines can’t do.”“Your business model should reflect who you want to serve—not just what you want to sell.”Learn More from Ken HamanTo explore more of Ken’s thinking, subscribe to his podcast: Secrets of Successful Advisors. Visit the AB Advisor Institute to access more tools, articles, and frameworks. Read the full white paper discussed in this episode, The Emotional Journey of the UHNW Client.Send us feedbackStay Connected with Visionary Advisor We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations. Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube

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