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.