Doing Right, Doing Well: The Resilient Advisor

MAY VIRTUAL MASTERCLASS | DAY TWO

The Australian advice industry is suffering change fatigue: New regulatory standards, compliance obligations, ethical standards—the list goes on. Now, on top of that come the most volatile markets since the GFC.

In a quarter of century as an advisor, David Haintz has seen and done it all. How do you generate growth, build and retain a strong client base and satisfy strict standards in the most difficult of regulatory and market environments?

As founder of Global Adviser Alpha, David brings his experience working with best practice firms all over the world to share a framework that delivers great outcomes for all stakeholders in the toughest of markets.

Presenters: David Haintz, Global Adviser Alpha, Dimensional
FASEA CPD areas: Client Care & Practice, General
Topic areas: Financial Planning, Generic Knowledge

  • 1:15 pm - 2:00 pm
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