Clients win.
Advisers win.
We show you how.

Some signs your practice isn't a business...

Poor work/life balance

Limited earnings

Feels like you work for your staff

Limited growth

You are the bank

You help your clients achieve what's important to them, but who's making sure you're on track?

Led by David Haintz, Global Adviser Alpha helps to transform advice businesses into world class firms, ones that generate for their own advisers the great value they deliver to their own clients.

How David can help

vision

Inspire Change

Speaking engagements where we lay out the potential of global best practice transformation, with wins for all stakeholders.

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programs2

Our Program

Transform your business with our leading global comprehensive coaching and mentoring program for owners, practice managers, and advisers – online or facilitated.

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advice

Tailored Advice

A full consultancy designed specifically for your firm. This could be holistic such as an advisory board role, or project specific.

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Want proof of success?

Here's your roadmap

It’s not just another practice management book, but a template for a new approach to being a valued financial advisor. The Life-First® Advisor is a roadmap for those advisors around the world who wish to move their practice to the future.

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