‘There is no doubt that the global financial advisory industry is heading towards a seismic shift in form and operation towards client centricity and the needs of clients.
With the street credibility of a highly successful adviser together with his knowledge and expertise David has passionately developed and rolled out structured programs focusing on added value to clients through strategy and advice and the key aspects of building a successful fee-based advice business, rather than the conventional proposition of rely investments as a client value proposition.
These world class practices, for advanced or developing markets alike, make it very easy to demonstrate and articulate value to clients, and his program was rated by our advisers as some of the best advice and sales training they have had in decades.
I would highly recommend him for your team.’
Tony Fenning – Managing Director – Shadforth Financial Group