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.
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
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