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
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.
Opinion
Where advisers really add value
Technical know-how is a baseline for advisers but its the mentoring, coaching, counselling and project management that clients really value, according to David Haintz.
David HaintzJuly 9, 2019
On Practice
How to change: Seven steps to advice business transitions
Switching your investment model, pricing structure or even crossing over to managed accounts needs to approached as a project, not a problem, according to David Haintz.
David HaintzJune 18, 2019
On Practice
Success on purpose: what makes a good practice plan
Business planning is not just for advice businesses. With fiscal year 2020 looming, advisers themselves need to plan as well, writes David Haintz of Global Adviser Alpha.
David HaintzMay 17, 2019
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
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