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Global Adviser Alpha vision for change presenting
Global Adviser Alpha a vision for change

Want to make an
impact at your
event?

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Get David to Speak!

David is available for live in-person presentations at conventions, conferences, and professional development days. With a wide range of practice management sessions, his content is designed specifically for financial advisers and planners, and can be customised for keynotes or breakouts.

The focus of all our presentations is on the why an the how, not just the what. This means the audience will not only be inspired to change the way they are doing things but understand how they need to change, with clear implementable takeaways.

Trending topics

Presentations can be designed and presented on topics specifically requested by you. Our most popular presentations are listed below:

  • Clients are not cost conscious - they are value conscious

    Clients are not cost conscious - they are value conscious

    David's favourite saying is that "cost is only an issue in the absence of value". One element above all drives the relative success of advice businesses. No, it’s not your technical expertise, your product list, or your logo. Ultimately, it’s all about the value you deliver. Learn how and when to articulate tangible and intangible value using the unique 4S framework.

  • The Advice Revolution – How to Survive and Thrive

    The Advice Revolution – How to Survive and Thrive

    The financial advice industry is at an inflection point. Traditional approaches are diminishing, and a new type of adviser is emerging, one no longer narrowly focused on distributing financial products but offering an holistic, client-centric service. Those who make this transition are thriving, not merely surviving. Here is how it is done.

  • How to Build a World-Class Advice Business

    How to Build a World-Class Advice Business

    Few businesses succeed without a documented and living plan. World-class advice businesses go a step further, looking beyond mere client and revenue targets toward every single input that leads those outcomes. From investment philosophy to value proposition to pricing and technology and human capital, great businesses are successful on purpose.

  • Global Best Advice Trends

    Global Best Advice Trends

    The revolution in financial advice is an international trend. In North America, the UK, Europe and Asia, advice firms are succeeding through long-term planning, client-focused innovation and giving attention to every little detail. We have seen what works (and what doesn’t) and have brought together a host of insights that could make you look at your business anew.

  • The Adviser of the Future

    The Adviser of the Future

    The idea of financial advice is moving from product to people and from money to meaning. The adviser of the future, then, is a different proposition entirely, shifting from facilitator and distributor to coach, mentor and life adviser. This evolution is redirecting the emphasis from commoditised services to high value and high margin ones. How can you prepare for this change? Find out.

  • The Client-Centric Approach®

    The Client-Centric Approach®

    The financial advice profession is undergoing unprecedented disruption. With so many models competing for clients’ money, advisers need to stay on top of their game to remain relevant and in business. The successful firms are adopting a client-centric approach, with flexibly priced services aligned with each client’s level of complexity, service needs and expectations.

  • Working with COIs to Grow Exponentially

    Working with COIs to Grow Exponentially

    The best advice businesses understand that their centres of influence are not just professional contacts, but an extension of their own team. That means implementing a structured referral process and communicating their value proposition broadly. Doing this effectively can create exponential growth by increasing both the breadth and depth of your services.

  • Building Scale: The ‘Shadforth Financial Group’ Story

    Building Scale: The ‘Shadforth Financial Group’ Story

    Mergers and acquisitions are a fundamental source of growth in the financial advice industry. Providing a key case study is Australia’s Shadforth Financial Group, established in 2008 from the merger of 13 specialist boutique firms. As one of the principals of those firms, David Haintz, AM provides perspective on the massive scale and efficiencies achieved through that process and the lessons learned.

  • How to Attract New Clients in Difficult Times

    How to Attract New Clients in Difficult Times

    Surveys show that what clients are seeking from an adviser is someone who can provide them peace of mind, who can deliver a sense of structure amid uncertainty and who can show real understanding of them and their families. Advice firms who focus on those services can succeed, even in the most difficult times. This presentation explains how to communicate that value proposition.

  • Quality Businesses Need Quality Staff

    Quality Businesses Need Quality Staff

    Financial advice is a people business. And the best businesses boast quality people throughout – from the principals to junior advisers, paraplanners and support staff. How do you find good people, retain them and keep them interested? How do you build succession and retain value in the business even as senior advisers depart?

  • What About an EVP (Employee Value Proposition)?

    What About an EVP (Employee Value Proposition)?

    An employee value proposition is about more than pay and benefits. It means building a sense of ownership of and commitment to your firm’s mission. By developing strong advocates, you enrich the perception of your brand, while building a high-performance culture that delivers growth. Here is a step-by-step guide.

  • Life-Long Cashflow Modelling: Practical Insights

    Life-Long Cashflow Modelling: Practical Insights

    While financial planning over the years has focused on the below-the-line issues of product, asset allocation and funds under management, the real value is added in lifelong cashflow modelling that benchmarks clients to an “Am I OK?” index. This represents an enormous opportunity for advice firms willing to shift to a new client-centred value proposition.

    • These don't sound like you?

    Get in touch to find out how we can customise our presentations to suit your business needs.

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  • David's favourite saying is that "cost is only an issue in the absence of value". One element above all drives the relative success of advice businesses. No, it’s not your technical expertise, your product list, or your logo. Ultimately, it’s all about the value you deliver. Learn how and when to articulate tangible and intangible value using the unique 4S framework.

  • The financial advice industry is at an inflection point. Traditional approaches are diminishing, and a new type of adviser is emerging, one no longer narrowly focused on distributing financial products but offering an holistic, client-centric service. Those who make this transition are thriving, not merely surviving. Here is how it is done.

  • Few businesses succeed without a documented and living plan. World-class advice businesses go a step further, looking beyond mere client and revenue targets toward every single input that leads those outcomes. From investment philosophy to value proposition to pricing and technology and human capital, great businesses are successful on purpose.

  • The revolution in financial advice is an international trend. In North America, the UK, Europe and Asia, advice firms are succeeding through long-term planning, client-focused innovation and giving attention to every little detail. We have seen what works (and what doesn’t) and have brought together a host of insights that could make you look at your business anew.

  • The idea of financial advice is moving from product to people and from money to meaning. The adviser of the future, then, is a different proposition entirely, shifting from facilitator and distributor to coach, mentor and life adviser. This evolution is redirecting the emphasis from commoditised services to high value and high margin ones. How can you prepare for this change? Find out.

  • The financial advice profession is undergoing unprecedented disruption. With so many models competing for clients’ money, advisers need to stay on top of their game to remain relevant and in business. The successful firms are adopting a client-centric approach, with flexibly priced services aligned with each client’s level of complexity, service needs and expectations.

  • The best advice businesses understand that their centres of influence are not just professional contacts, but an extension of their own team. That means implementing a structured referral process and communicating their value proposition broadly. Doing this effectively can create exponential growth by increasing both the breadth and depth of your services.

  • Mergers and acquisitions are a fundamental source of growth in the financial advice industry. Providing a key case study is Australia’s Shadforth Financial Group, established in 2008 from the merger of 13 specialist boutique firms. As one of the principals of those firms, David Haintz, AM provides perspective on the massive scale and efficiencies achieved through that process and the lessons learned.

  • Surveys show that what clients are seeking from an adviser is someone who can provide them peace of mind, who can deliver a sense of structure amid uncertainty and who can show real understanding of them and their families. Advice firms who focus on those services can succeed, even in the most difficult times. This presentation explains how to communicate that value proposition.

  • Financial advice is a people business. And the best businesses boast quality people throughout – from the principals to junior advisers, paraplanners and support staff. How do you find good people, retain them and keep them interested? How do you build succession and retain value in the business even as senior advisers depart?

  • An employee value proposition is about more than pay and benefits. It means building a sense of ownership of and commitment to your firm’s mission. By developing strong advocates, you enrich the perception of your brand, while building a high-performance culture that delivers growth. Here is a step-by-step guide.

  • While financial planning over the years has focused on the below-the-line issues of product, asset allocation and funds under management, the real value is added in lifelong cashflow modelling that benchmarks clients to an “Am I OK?” index. This represents an enormous opportunity for advice firms willing to shift to a new client-centred value proposition.

Some events David has spoken at

  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at
  • Global Adviser Alpha events spoken at

Engage with David now!

Get in touch to learn more about how David can make an impact, or book us in for your next event.

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