On Practice
Time to control the controllable
Given the current dislocation in the industry, there’s no better time to look at the most successful advice practices around the world and focus on the controllable factors.
David HaintzApril 18, 2019
David Haintz
David Haintz is founder and principal of business-to-business consultancy Global Adviser Alpha. He is a CFP and a past director of the Financial Planning Association of Australia (FPA), where he was instrumental in the push for professionalism. David has had a 26-year career with his own firm and subsequently became a founding director of Shadforth Financial Group. He departed Shadforth in 2015 and established Global Adviser Alpha.
Remuneration
Time to fight for your profit margin
The shift from subsidised to client-centric advice will result in a fee compression across the industry, but the smart advisers and practices will be able to maintain and grow margins over the long term.
David HaintzMarch 28, 2019
Opinion
Advisers need to have their ‘Costanza’ moment
The best way to have a successful advice business is to take a leaf out of George Costanza’s book and do the complete opposite of what most advisers have done up till now.
David HaintzFebruary 26, 2019
On Practice
Hatch a plan for post-Hayne prosperity
The recent release of the royal commission report makes a strong case for even deeper reflection than usual at this time of year.
David HaintzFebruary 5, 2019
On Practice
Time to plan: a roadmap for advice firms
Advice firms without a living, breathing plan are at a big disadvantage and what’s worse, this unwillingness to set and track goals could affect their clients.
David HaintzDecember 6, 2018
On Practice
Fix your fee game
One size does not fit all when it comes to charging for advice anymore. Advisers who can't articulate their value proposition and be flexible will wither on the vine.
David HaintzNovember 30, 2018
On Practice
A secret weapon in the war for talent
To grow, you must attract and retain great clients. To do this, you must attract and retain great staff. To do that, you need a clear proposition.
David HaintzOctober 4, 2018
Featured Homepage Posts
Everything’s going to be OK
Forget about easily commoditised services, clients want you to show them their finances are in good shape for what they want to do, David Haintz writes.
David HaintzSeptember 6, 2018