On Practice
Hatch a plan for post-Hayne prosperity
The recent release of the royal commission report makes a strong case for even deeper reflection than usual at this time of year.
David HaintzFebruary 5, 2019
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
Time to plan: a roadmap for advice firms
Advice firms without a living, breathing plan are at a big disadvantage and what’s worse, this unwillingness to set and track goals could affect their clients.
David HaintzDecember 6, 2018
On Practice
Fix your fee game
One size does not fit all when it comes to charging for advice anymore. Advisers who can't articulate their value proposition and be flexible will wither on the vine.
David HaintzNovember 30, 2018
On Practice
A secret weapon in the war for talent
To grow, you must attract and retain great clients. To do this, you must attract and retain great staff. To do that, you need a clear proposition.
David HaintzOctober 4, 2018
Featured Homepage Posts
Everything’s going to be OK
Forget about easily commoditised services, clients want you to show them their finances are in good shape for what they want to do, David Haintz writes.
David HaintzSeptember 6, 2018
Featured Homepage Posts
The value of values
Values are the building blocks of your culture and they are worth real money to your business. Define them, refine them, and live them to grow.
David HaintzJuly 31, 2018
Advice
Goodbye AUM: pay models in play
Charging a percentage of AUM is still the dominant model but changes in regulation and consumer expectations are giving rise to many alternatives, writes David Haintz.
David HaintzJuly 2, 2018
Investment
Lift your benchmarking game
Giving clients a realistic picture of the value advice can add over time is difficult to do without the appropriate tools applied the right way.
David HaintzMay 16, 2018