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
David Haintz
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.
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