David Haintz, Author at Professional Planner

Tiered offerings: The three-legged stool

While client segmentation is certainly prevalent in advice practices, there is surprisingly little written on how to differentiate tiers of service. And it’s easy to see why, says David Haintz.

David HaintzNovember 6, 2020

The fee evolution: Time to put a real price on your advice

Tying the price of your advice to its value instead of the size of a client's pie is not only ethical but inherently more sustainable, argues David Haintz. While the rest of the world lags behind Australia in adopting fee-based models, the writing is on the wall for a global fee evolution.

David HaintzSeptember 30, 2020

On Practice

A message for advisers: ‘Play the piano, don’t move it’

Advisers should aim to spend about 80 per cent of their time in face-to-face contact with clients or connected via other means. Getting the right mix of client versus 'everything else' time could require consideration of outsourcing and offshoring options, David Haintz writes.

David HaintzAugust 10, 2020

On Practice

The value of advice: A playbook

By bringing the conversation back to the question of whether clients are on track to achieving their goals and showing them visually using cash-flow modelling, you will have a better chance of keeping them engaged and disciplined, David Haintz writes.

David HaintzJuly 9, 2020

Advice

Advice in a crisis (or any other day)

At its essence, advice should be about spending less time putting out fires and talking about investment products and market performance and more time inspiring your clients and empowering your business, writes David Haintz.

David HaintzMay 14, 2020

Advice

Advice in a digital streaming age

The progress of technology and peoples' comfort with digital streaming platforms will only further grow the appetite for personalisation, customisation, transparency and breadth of service beyond pure investment advice, David Haintz writes.

David HaintzApril 17, 2020

Opinion

Reason to be optimistic: advice over the horizon

The local advice industry might be in a messy transition period, but going by international standards it is starting from a much, much better place than many others.

David HaintzFebruary 21, 2020

On Practice

Organic business growth starts with questions

There are a few questions principals need to ask themselves if they want to grow their business in 2020, David Haintz reckons.

David HaintzJanuary 10, 2020

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David Haintz

On Practice

Tiered offerings: The three-legged stool

On Practice

The fee evolution: Time to put a real price on your advice

On Practice

A message for advisers: ‘Play the piano, don’t move it’

On Practice

The value of advice: A playbook

Advice

Advice in a crisis (or any other day)

Advice

Advice in a digital streaming age

Opinion

Reason to be optimistic: advice over the horizon

On Practice

Organic business growth starts with questions

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