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.
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
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