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.
Yesterday’s value proposition is ‘below the line’ – all about product and money. Tomorrow’s is about people. How you communicate that will determine whether you succeed.
David HaintzJanuary 23, 2018
Sorting through the risks of the digital boom to capture its benefits is beyond the skills of most advice businesses. Accessing outside help can save a lot of headache.
David HaintzDecember 20, 2017
Like a good restaurant, successful advisers of the future cater to their clients’ changing tastes, needs and sensibilities. David Haintz writes.
David HaintzJuly 6, 2017