David Haintz

Articles written by this Author 36

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

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

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

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