David Haintz, Author at Professional Planner

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

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

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

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

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David Haintz

On Practice

How to change: Seven steps to advice business transitions

On Practice

Success on purpose: what makes a good practice plan

On Practice

Time to control the controllable

Remuneration

Time to fight for your profit margin

Opinion

Advisers need to have their ‘Costanza’ moment

On Practice

Hatch a plan for post-Hayne prosperity

On Practice

Time to plan: a roadmap for advice firms

On Practice

Fix your fee game

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