David Haintz, Author at Professional Planner

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

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

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David Haintz

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

Opinion

Where advisers really add value

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

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