Global Adviser Alpha success story

Success Stories

It was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you have achieved for your young age. You came to India close on heels of another remarkable man who introduced us, Mr Kevin Bailey. I must confess that not only you matched up to the high energy and professional standards set by him but left your own distinctive mark. Your passion for this business, your immaculate eye for detail is remarkable- nothing, simply nothing, misses your attention- your gestalt (own experience only) style of delivery made it very easy to relate to and own the take always from your presentation. You would be amongst the most logical, process oriented, creative Financial Planning thinkers I have met. We look forward to having you back.

Rajiv Bajaj, India

Bajaj Capital - Managing Director

Success Stories

Global Alpha Adviser - Rajiv Bajaj, India

It was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you have achieved for your young age. You came to India close on heels of another remarkable man who introduced us, Mr Kevin Bailey. I must confess that not only you matched up to the high energy and professional standards set by him but left your own distinctive mark. Your passion for this business, your immaculate eye for detail is remarkable- nothing, simply nothing, misses your attention- your gestalt (own experience only) style of delivery made it very easy to relate to and own the take always from your presentation. You would be amongst the most logical, process oriented, creative Financial Planning thinkers I have met. We look forward to having you back.

Rajiv Bajaj, India

Bajaj Capital - Managing Director

Global Alpha Adviser - Mark Barry

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 of a good analogy with Fin Mod. I came up with, not having FinMod as part of your arsenal is like not knowing how to tee off with a driver on a long par 5 – the tool to make life easier is there and if it isn’t used you are at a significant disadvantage. The sessions I get most out of at an SFG level are by successful people who have recently been or are at the coal face like you.

Mark Barry

Principal & Private Client Adviser

Global Alpha Adviser - Nick Bedding, Australia

Put simply, David is the best financial services advice and sales trainer I have seen.

In my 25 years in the advice industry, primarily in senior management positions; through much M&A, having travelled the world extensively in search of global best practice, and attended numerous conferences and speaker sessions; I have not seen a presenter with David’s skill and ability to be able to relate to and interact with advisers. His sessions are well structured and deliver definitive and measurable value to advisers and management. He is an expert in helping advisers articulate value and develop deep relationships with clients.

Nick Bedding, Australia

Shadforth Financial Group - CEO

Global Alpha Adviser - Tony Fenning, Australia

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.

Tony Fenning, Australia

Shadforth Financial Group - Managing Director

Global Alpha Adviser - LJ Collyer, South Africa

To give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen such high feedback scores. Ever. With the follow up discussions I have had with the IFAs they all would love to see you here in SA again.

LJ Collyer, South Africa

Allan Gray - Business Development Manager

Global Alpha Adviser - Nick Cann, UK

David is an excellent presenter, able to share personal and real experiences about his journey as a Financial Planner. He is able to engage with a large audience and equally as well with a smaller workshop format, helping delegates understand the key aspects of building a successful fee-based Financial Planning business.

Nick Cann, UK

Institute of Financial Planning - Chief Executive

Global Alpha Adviser - Ashley Davis, Australia

His knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in many years as a financial adviser.

Ashley Davis, Australia

Principal & Private Client Adviser

Global Alpha Adviser - Peter Smith, UK

On behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in your 2 week road show over the UK, as well as your key note presentation at the IFP Conference in Birmingham. Your presentations have been of enormous value to the UK Planners who are experiencing a huge challenge to the way they have operated in the past. As you are aware with the UK market being someway behind where the Australian market is at, sharing your experience and learning’s in an honest and transparent manner were greatly appreciated. You were an inspiration to many. Many thanks.

Peter Smith, UK

National Australia Group, UK & Europe - MLC Investment Management & Pivotal Consulting

Global Alpha Adviser - Dale Holmes, Australia

David, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise the audience. It is powerful indeed for advisers to hear from a peer or colleague how they can add value through strategy and advice, rather than relying on investments as a value proposition. Thanks again.

Dale Holmes, Australia

Adviser Solutions, NAB/MLC - General Manager

Global Alpha Adviser - Wade Ritchie

I moved to Melbourne from Queensland with no job to go to. I had a goal of becoming the best financial adviser I could, to work with a great mentor, in a great business. 9 years after meeting David I feel very fortunate to work with him and I owe where I am today in my career to him.

Wade Ritchie

Private Client Adviser

Global Alpha Adviser - Vani Bajaj, India

David is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on the real meaning of commissioned based Financial Planning and its merits against sale based Financial Planning. The above topic being very relevant for the Indian economy since it is going through a transition which Australia has already experienced 20 years back. Thanks David for this powered packed session.

Vani Bajaj, India

International College of Financial Planning (ICFP), Delhi, India - Chief Mentor

Global Alpha Adviser - Campbell Sorell

David, you inspire greatness and excellence. Your commitment to this industry and those around you has been truly amazing. You have enormous integrity and an incredible work ethic. It has been an absolute pleasure to work with you for the past 12 years - you have been the most important influence on my career. You are not just a work colleague, but so much more.

Campbell Sorell

Private Client Adviser

Global Alpha Adviser - Kevin Bailey, Australia

David is one of the global thought leaders in the financial services sector. He has been highly acclaimed as a professional adviser and advice leader and has demonstrated excellence and achieved awards in these areas but it is in the area of coaching that I believe David will add most value. He has trained advisers throughout Australia as well as in the UK, India and South Africa. On a recent trip to India I saw the evidence of his coaching in the way advisers who had attended his sessions were able to articulate their value proposition in a way that was compelling and professional. His highly researched presentations empower attendees to focus on client needs and solutions. His integrity and values based approach inspire confidence and lead to a better quality of advice experience that raises the standard and builds deeper and more enduring relationships for the practices that he works with.

He would be one of only a handful of trainers around the world that I would be able to say have a robust delivery mechanism that, if followed would lift the capacity of a practice to an elite level.

David has already demonstrated excellence and a rigorous evidenced based approach to delivering superior outcomes but with the ability to systemise these processes and to coach and mentor others in the approach to the delivery of advice, I believe the best is yet to come.

Kevin Bailey, Australia

Shadforth Financial Group - Founding Director

Global Alpha Adviser - Kevin Feather, South Africa

In terms of Presentation content and Presenter style you scored an average of 97%, which is the highest I have seen in my time at Allan Gray. Well done and thanks again for your most valuable contribution.

Kevin Feather, South Africa

Allan Gray - Head of Distribution

Mark Barry

Principal & Private Client Adviser

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 of a good analogy with Fin Mod. I came up with, not having FinMod as part of your arsenal is like not knowing how to tee off with a driver on a long par 5 – the tool to make life easier is there and if it isn’t used you are at a significant disadvantage. The sessions I get most out of at an SFG level are by successful people who have recently been or are at the coal face like you.

featured image

Nick Bedding, Australia

Shadforth Financial Group - CEO

Put simply, David is the best financial services advice and sales trainer I have seen.

In my 25 years in the advice industry, primarily in senior management positions; through much M&A, having travelled the world extensively in search of global best practice, and attended numerous conferences and speaker sessions; I have not seen a presenter with David’s skill and ability to be able to relate to and interact with advisers. His sessions are well structured and deliver definitive and measurable value to advisers and management. He is an expert in helping advisers articulate value and develop deep relationships with clients.

featured image

Tony Fenning, Australia

Shadforth Financial Group - Managing Director

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.

featured image

LJ Collyer, South Africa

Allan Gray - Business Development Manager

To give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen such high feedback scores. Ever. With the follow up discussions I have had with the IFAs they all would love to see you here in SA again.

featured image

Nick Cann, UK

Institute of Financial Planning - Chief Executive

David is an excellent presenter, able to share personal and real experiences about his journey as a Financial Planner. He is able to engage with a large audience and equally as well with a smaller workshop format, helping delegates understand the key aspects of building a successful fee-based Financial Planning business.

featured image

Ashley Davis, Australia

Principal & Private Client Adviser

His knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in many years as a financial adviser.

featured image

Peter Smith, UK

National Australia Group, UK & Europe - MLC Investment Management & Pivotal Consulting

On behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in your 2 week road show over the UK, as well as your key note presentation at the IFP Conference in Birmingham. Your presentations have been of enormous value to the UK Planners who are experiencing a huge challenge to the way they have operated in the past. As you are aware with the UK market being someway behind where the Australian market is at, sharing your experience and learning’s in an honest and transparent manner were greatly appreciated. You were an inspiration to many. Many thanks.

featured image

Dale Holmes, Australia

Adviser Solutions, NAB/MLC - General Manager

David, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise the audience. It is powerful indeed for advisers to hear from a peer or colleague how they can add value through strategy and advice, rather than relying on investments as a value proposition. Thanks again.

featured image

Wade Ritchie

Private Client Adviser

I moved to Melbourne from Queensland with no job to go to. I had a goal of becoming the best financial adviser I could, to work with a great mentor, in a great business. 9 years after meeting David I feel very fortunate to work with him and I owe where I am today in my career to him.

featured image

Vani Bajaj, India

International College of Financial Planning (ICFP), Delhi, India - Chief Mentor

David is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on the real meaning of commissioned based Financial Planning and its merits against sale based Financial Planning. The above topic being very relevant for the Indian economy since it is going through a transition which Australia has already experienced 20 years back. Thanks David for this powered packed session.

featured image

Campbell Sorell

Private Client Adviser

David, you inspire greatness and excellence. Your commitment to this industry and those around you has been truly amazing. You have enormous integrity and an incredible work ethic. It has been an absolute pleasure to work with you for the past 12 years - you have been the most important influence on my career. You are not just a work colleague, but so much more.

featured image

Kevin Bailey, Australia

Shadforth Financial Group - Founding Director

David is one of the global thought leaders in the financial services sector. He has been highly acclaimed as a professional adviser and advice leader and has demonstrated excellence and achieved awards in these areas but it is in the area of coaching that I believe David will add most value. He has trained advisers throughout Australia as well as in the UK, India and South Africa. On a recent trip to India I saw the evidence of his coaching in the way advisers who had attended his sessions were able to articulate their value proposition in a way that was compelling and professional. His highly researched presentations empower attendees to focus on client needs and solutions. His integrity and values based approach inspire confidence and lead to a better quality of advice experience that raises the standard and builds deeper and more enduring relationships for the practices that he works with.

He would be one of only a handful of trainers around the world that I would be able to say have a robust delivery mechanism that, if followed would lift the capacity of a practice to an elite level.

David has already demonstrated excellence and a rigorous evidenced based approach to delivering superior outcomes but with the ability to systemise these processes and to coach and mentor others in the approach to the delivery of advice, I believe the best is yet to come.

featured image

Kevin Feather, South Africa

Allan Gray - Head of Distribution

In terms of Presentation content and Presenter style you scored an average of 97%, which is the highest I have seen in my time at Allan Gray. Well done and thanks again for your most valuable contribution.

featured image