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 online and facilitated programs to drive your business transformation.
You work too hard with too little work/life balance.
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%.
You don’t earn enough for your efforts. In some cases, you would make more as an employee, with no risk.
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).
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.
When things don’t work out, it’s your income that suffers, whilst staff are still paid.
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.
Gain clarity on ideal and niche clients, make sure they receive significant value, and improve your revenue per client.
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 currently do, and your desires, and coach you on an ideal tech stack that’s right for you.
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.
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.
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.
Gain clarity on ideal and niche clients, make sure they receive significant value, and improve your revenue per client.
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 currently do, and your desires, and coach you on an ideal tech stack that’s right for you.
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.
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.
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.
Be clear, this is the most comprehensive program for experienced advisers 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, AM 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 global best practice that David has personally used successfully and are designed to help you realise the vision for your business.
In five chapters, 27 modules and over 30 videos, you’ll discover a wealth of downloadable global best-practice tools such as scripts, agendas, templates, images, reading and quizzes.
Participants have 24/7 access to the portal 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.
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.
Cost is only an issue in the absence of value. We show you how to build the right value proposition.
Systemise the process, customise the advice. We show you the right processes, how to build them, and how to automate them.
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.
Cost is only an issue in the absence of value. We show you how to build the right value proposition.
Systemise the process, customise the advice. We show you the right processes, how to build them, and how to automate them.
In the years we’ve been working with advice businesses, we have helped hundreds of professionals to:
Benefits in 12 months for those that have done the program:
This online course compresses all of that guidance into one learn-at-your-pace program. Why reinvent the wheel? Can you afford not to do this program?
1 program
1 portal
Global best
practice
Which learning system will work best for you?
AUD$2950
AUD$5450
AUD$2950
AUD$5450
Thank you for imparting your very successful / be mad not to use it approach for client engagement. I genuinely got a lot out of it. I was trying to think...
Thank you for imparting your very successful / be mad not to use it approach for client engagement. I genuinely got a lot out of it. I was trying to think...
