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Elevating Your Business and Client Value From Below the Line to Above the Line with David Haintz [Ep54]
I'm joined by David Haintz, founder of Global Adviser Alpha in Australia which he started after a very successful exit from his prior firm in 2015. With a 30 year career as an adviser, David is now focused on his passion of helping global advice businesses become world class.
In this episode, we're talking through the two areas where advisers provide client value, which David describes as below the line - the largely tangible elements like evidence based investing, benchmarking and rebalancing - and above the line, which are those valuable but intangible elements.
David shares how to add value both above the line and below the line and we discuss the seismic global shift happening in advisers moving above the line to a client goals and lifestyle focused coaching profession.
Links, show notes and timestamps at https://innovatingadvice.com/post/episode54.
Join the Global Community Connect with Kate on LinkedIn
Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020 Tickets: R500, US$30, £23, AU$42.
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By Kate Holmes
5
99 ratings
I'm joined by David Haintz, founder of Global Adviser Alpha in Australia which he started after a very successful exit from his prior firm in 2015. With a 30 year career as an adviser, David is now focused on his passion of helping global advice businesses become world class.
In this episode, we're talking through the two areas where advisers provide client value, which David describes as below the line - the largely tangible elements like evidence based investing, benchmarking and rebalancing - and above the line, which are those valuable but intangible elements.
David shares how to add value both above the line and below the line and we discuss the seismic global shift happening in advisers moving above the line to a client goals and lifestyle focused coaching profession.
Links, show notes and timestamps at https://innovatingadvice.com/post/episode54.
Join the Global Community Connect with Kate on LinkedIn
Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020 Tickets: R500, US$30, £23, AU$42.