Global Adviser Alpha programs

Programs

While many practices survive, they don’t thrive in the way their principals imagined when they set out. Global Adviser Alpha provides a coaching and mentoring program for advice firm owners, practice managers and advisers.

We offer both virtual online and face-to-face programs to drive your business transformation.

Global Adviser Alpha provides a coaching and mentoring program

Some signs your practice isn't a business

  • Poor work/life balance

    You work too hard with too little work/life balance.

  • Limited growth

    You are not growing anywhere near the rate you’d like to. Average revenue growth rates are 15-20% and top quartile grow rates are 26-31%.

  • Limited earnings

    You don’t earn enough for your efforts. In some cases, you would make more as an employee, with no risk.

  • Your business makes too little profit

    Your net profit margin (before tax) is 0% - 15% of revenue. (A good net profit margin should be 30% or more - before tax and after an arms-length salary to principals).

  • You feel like you work for your staff

    No stake holder deserves better outcomes than others. Mutually beneficial outcomes for clients, team members and shareholders are possible, and being achieved by other firms.

  • You are the bank

    When things don’t work out, it’s your income that suffers, whilst staff are still paid.

But there's a better way!

Imagine having both a world class advice business and a life outside as well. It can be done.

Is this the year...

  • You’ll start to see growth, increased profits, and better work/life balance?
  • You’ll be able to plan that long-considered bucket-listed three-month family sabbatical while your business runs along without you?
  • You’ll go from not being able to see the woods for the trees… to having a real business that helps your clients achieve what’s important to them, builds great career paths for your staff and sets you up for life financially?
Start to see growth and increased profits

Make the change and join either our online

Client-Centric Advice Program or face-to-face Business Transformation Program

Make the change and join either our online Client-Centric Advice Program or face-to-face Business Transformation Program

The online Client-Centric Advice Program

The face-to-face Business Transformation Program

Strategy

What we can help you achieve.

It may sound obvious, but if you want substantial growth for your business, you must have a growth strategy. Personal effort will only get you so far, and doesn’t run parallel with growth in any case.

  • Develop an irresistible client value proposition

    Gain clarity on ideal and niche clients, make sure they receive significant value, and improve your revenue per client.

  • Develop an ideal technology stack

    We are often asked what an ideal tech stack looks like. “It depends” is the answer. We will help you with clarity around what you current do, and your desires, and coach you on an ideal tech stack that’s right or you.

  • Automate your workflow processes

    First we will help with clarity on what best practice process is for you, then we will help you automate it. This will allow significant improvement in efficiency and productivity.

  • Build a team you can rely on

    Your greatest asset goes up and down the elevator. To attract and retain the best clients, you must attract and retain the best staff. We will help you build a solid employee value proposition.

  • Earn what you’re worth

    Not only will your business valuation multiple increase, but we can also assist you in earning what you deserve - both in salary and in ROI for your shareholding.

  • Develop an irresistible client value proposition

    Gain clarity on ideal and niche clients, make sure they receive significant value, and improve your revenue per client.

  • Develop an ideal technology stack

    We are often asked what an ideal tech stack looks like. “It depends” is the answer. We will help you with clarity around what you current do, and your desires, and coach you on an ideal tech stack that’s right or you.

  • Automate your workflow processes

    First we will help with clarity on what best practice process is for you, then we will help you automate it. This will allow significant improvement in efficiency and productivity.

  • Build a team you can rely on

    Your greatest asset goes up and down the elevator. To attract and retain the best clients, you must attract and retain the best staff. We will help you build a solid employee value proposition.

  • Earn what you’re worth

    Not only will your business valuation multiple increase, but we can also assist you in earning what you deserve - both in salary and in ROI for your shareholding.

Global Adviser Alpha Strategy

Features

Let us teach you how to do it right.

Be clear, this is the most comprehensive program for experienced advisers in Australia, available today.

The online Client-Centric Advice Program is a coaching and mentoring program for advisers that is a comprehensive roadmap for building a world-class financial planning business.

The program is personally facilitated by David Haintz who ran his own firm for nearly three decades. That journey took him from founding, to building, growing and renovating to delivering M&A and developing internal succession, to listing, monetising that value and exiting.

The online program is a digital version of David’s sold-out signature Business Transformation Program, allowing you to learn at your own pace and from your own place.

But the program is not all DIY. You are still able to tap into David’s knowledge, offering a degree of access missing from most online courses.

The program tools are ones David has used successfully and are designed to help you realise the vision for your business.

In five chapters, 14 modules and 22 videos, you’ll discover a wealth of downloadable best-practice tools such as scripts, agendas, templates, images, best practice reading and quizzes.

Participants have 24/7 access to the portal for Global Adviser Alpha and David Haintz’s coaching, as well as help via Facebook and WhatsApp groups for sharing and collaboration.

By taking part, you also join a strong peer learning and networking group, offering multiple opportunities for like-minded professionals.

The program shows you how to:

  • Create a business that attracts more of the right types of clients

    Create a business that attracts more of the right types of clients

    A key ratio to running an efficient business is revenue per client. We show you how to bring in the right clients at the right revenue.

  • Create the perfect client proposition, one that is durable and future-proof

    Create the perfect client proposition, one that is durable and future-proof

    Cost is only an issue in the absence of value. We show you how to build the right value proposition.

  • Build seamless processes that make your business run like clockwork

    Build seamless processes that make your business run like clockwork

    Systemise the process, customise the advice. We show you the right processes, how to build them, and how to automate them.

  • Create a business that attracts more of the right types of clients

    A key ratio to running an efficient business is revenue per client. We show you how to bring in the right clients at the right revenue.

  • Create the perfect client proposition, one that is durable and future-proof

    Cost is only an issue in the absence of value. We show you how to build the right value proposition.

  • Build seamless processes that make your business run like clockwork

    Systemise the process, customise the advice. We show you the right processes, how to build them, and how to automate them.

Outcomes

Change your business – change your life.

In the years we’ve been working with advice businesses, we have helped hundreds of professionals to:

  • Achieve significant growth in revenue and profitability
  • Build or improve systems and processes and be more in control
  • Attract and retain the right clients and team members, and
  • Move from a practice to a genuine business.

This online course compresses all of that guidance into one learn-at-your-own-pace business program.

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Global Adviser Alpha Outcomes

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You can also read all about our Business Transformation Program