David Haintz, Author at Professional Planner

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

On Practice

‘Life first’ advice transcends cost

People want advisers who understand them, who can help them untangle the psychological and emotional aspects of money and who can establish a platform that allows them to live their best possible lives.

David HaintzNovember 21, 2019

On Practice

Get clear on the problem you’re trying to solve

Advisers who want to differentiate themselves in the eyes of clients and grow their practices need to get clear about the problem they're trying to solve because the easy pickings have now gone, David Haintz writes.

David HaintzOctober 16, 2019

Advice

Advice begins where market returns end

The dearth of active managers actually beating the ASX is a reminder to advisers that their own value proposition can't be predicated on their ability to select the best investments.

David HaintzSeptember 19, 2019

On Practice

It’s not disruption, it’s opportunity

Technology isn’t disrupting advice, it’s accelerating the empowerment of the consumer and providing more transparent price discovery in a cost-conscious world.

David HaintzAugust 19, 2019

David Haintz

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

On Practice

‘Life first’ advice transcends cost

On Practice

Get clear on the problem you’re trying to solve

Advice

Advice begins where market returns end

On Practice

It’s not disruption, it’s opportunity

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