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.
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
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
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
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