David Haintz

Articles written by this Author 40

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.

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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

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

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