David
Haintz

Client Comments

Client Comments

• You would be amongst the most logical, process oriented, creative Financial Planning thinkers I have met. We look forward to having you back.
  Bajaj Capital, Delhi, India
• 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.
  Allan Gray, South Africa
• 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.
  MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
• 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.
  Allan Gray
• 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.
  International College of Financial Planning (ICFP) – Delhi, India
• 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.
  MLC Adviser Solutions
• 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 two 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 the 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 learnings in an honest and transparent manner were greatly appreciated. You were an inspiration to many. Many thanks.
  MLC Investment Management & Pivotal Consulting
• We would very much like to thank you for your great contribution as a presenter at our Institute of Financial Planning Annual Conference. It was enlightening for to hear the Australian Story of transition to a fee for advice model. Your honesty and openness, together with the fact that you have actually been through the process helped us to grasp the benefits to not only our clients but our own businesses. Thank you also for the time you spent 'above and beyond' the session to answer questions and concerns from our Planners.
  Institute of Financial Planning, Bristol, UK
• A pleasure to work with you on our conference in Hamilton Island. You session added great depth and direction to the content in this rapidly changing environment. We look forward to working with you in the future.
  Financial Services Partners
• I wanted to personally contact you to express my thanks and gratitude for making our Adviser Forum at the recent Russell Summit a success. The session was very well received, with terrific feedback with participants describing the session as "excellent", "a great presentation", "inspirational" and "very valuable". The session would not have been possible without your willingness to participate, your openness to share your story and your professional preparation and delivery on the day. We genuinely appreciate your time and commitment to making this Forum the success it was. On behalf of the entire Russell team, thank you again for a fantastic contribution.
  Russell Investment Group
• A pleasure to work with you on our conference in Hamilton Island. You session added great depth and direction to the content in this rapidly changing environment. We look forward to working with you in the future.
  Financial Services Partners
• Thank you for your participation at Dimensional's Primary Conference in Werribee. Your contribution as part of the panel session was insightful and to the point. The audience appreciated your experience and practical business knowledge and most importantly the professional manner in which you delivered your opinions. Thanks again.
  Dimensional

Topics

Speaker Topics

• Global Financial Planning Issues
• Solutions - 'The Client Centric Approach’® Program
• Value Delivered
• The Dominating Models for an Advice Business for 2015 and Beyond
• Attracting New Clients in Difficult Times
• Quality Businesses need Quality Staff
• Consulting

Topic Synopses

Global Financial Planning Issues

Financial advisers globally are operating in a rapidly changing environment, and the demonstration and articulation of value, along with process efficiency is more important than ever. Key issues are:-
• Organic growth and attracting new clients
• Prospect to client conversion rates
• Profitability & efficiency
• Demonstration & articulation of value

Solutions - 'The Client Centric Approach’® Program

In most cases, a month or so after attending a conference, or motivational and inspirational presentation the event will be but a memory. Conversely, valued learnings and implementable take-outs are vital. David will not only talk with the 'street cred' of a long term successful business person and practitioner’s perspective, but will articulate clearly implementable concepts, processes and solutions, and real life proven value based conversations. ‘The Client Centric Approach’® Program is a two day program that is normally followed up with a one day consolidation program. The program is clearly tailored, but typically includes:-
• Transitioning to a fee based model – why, benefits, issues, & how to
• The consultative client centric engagement process – global best practice
• ‘Adviser Alpha’® – (differentiated) client value proposition
• Client segmentation, services and pricing (and the interrelationship)
• Administration efficiency (inc. model portfolios)
• Growth & succession (and valuation) of an advice business

Value Delivered

• Improve organic growth
Better client experiences lead to longer & deeper relationships, & therefore existing clients are more engaged, happier, and greater advocates, leading to more referrals.
• Improve prospect to client conversion rates
‘The Client Centric Approach’® is proven to deliver what prospects really want – confidence their adviser understands them and their family, knows their goals and aspirations, and helps them to be on track to achieve them which leads to improved conversion rates.
• Improve profitability
With greater efficiency comes an increase in profitability. ‘The Client Centric Approach’® program will deliver a process to streamline the advice process. “Structure will set you free”
• Learn how to demonstrate & articulate value
“Cost is only an issue in the absence of value.” Clients’ implied needs are that they are cost conscious; however David’s experience is their explicit need is they are value conscious. The ‘Client Centric Approach’ Program will teach how to demonstrate & articulate value to prospects, clients and centres of influence.

The Dominating Models for an Advice Business for 2015 and Beyond

‘Helping advisers make smart decisions about their business’.
• Transitioning to a Fee Based Advice Model
• An Australian Experience – learning’s from an advanced & highly regulated market
• Shaping Business Success for 2015 and Beyond (including)
• Process – the Cornerstone to Efficiency & Success
• Six Key Criteria to Running a Successful Business
• Ten Criteria that Differentiate the Growth Advice Business
• Small Business Traps - Working on the Business and not in the Business
• Corporatising your business (and getting your life back)

Attracting New Clients in Difficult Times

‘Build it and they will come’.
• Adviser Alpha’® & Client Centric Collaborative Engagement Process
• Building Even Deeper Client Relationships
• Building a Sustainable (differentiated) Client Value Proposition
• COI Program – how to effectively & successfully work with COIs.

Quality Businesses need Quality Staff

‘We are in the elevator business – our biggest asset goes up and down the elevator’.
• Attracting and retaining quality people - Developing an Employee Value Proposition
• Developing a Business Vision

Consulting

Consulting in both developed and developing markets is wide and varied and includes working with associations, directors, senior management, advisers and team. It can involve:-
• Advisory board roles spanning personal and business vision;
• Developing a differentiated CVP;
• ‘Adviser Alpha’®;
• Target client & client segmentation, service & pricing;
• Transitioning to fee based advice;
• KPIs inc. measurement & incentivisation;
• Centralised advice; platforms; and
• Internal segmentation.

Benefit from David’s 25 years as a private client adviser and principal. Let him help you and your team benefit from his experience and ultimately achieve all that is important to you.