While many practices survive, they don’t thrive in the way their principals imagined when they set out. Global Adviser Alpha provides a coaching and mentoring program for advice firm owners, practice managers and advisers.

We offer both online and facilitated programs to drive your business transformation.

Some signs your practice isn't a business

  • Poor work/life balance

    You work too hard with too little work/life balance.

  • Limited growth

    You are not growing anywhere near the rate you’d like to. Average revenue growth rates are 15-20% and top quartile grow rates are 26-31%.

  • Limited earnings

    You don’t earn enough for your efforts. In some cases, you would make more as an employee, with no risk.

  • Your business makes too little profit

    Your net profit margin (before tax) is 0% - 15% of revenue. (A good net profit margin should be 30% or more - before tax and after an arms-length salary to principals).

  • You feel like you work for your staff

    No stake holder deserves better outcomes than others. Mutually beneficial outcomes for clients, team members and shareholders are possible, and being achieved by other firms.

  • You are the bank

    When things don’t work out, it’s your income that suffers, whilst staff are still paid.

But there's a better way!

Imagine having both a world class advice business and a life outside as well. It can be done.

Is this the year...

  • You’ll start to see growth, increased profits, and better work/life balance?
  • You’ll be able to plan that long-considered bucket-listed three-month family sabbatical while your business runs along without you?
  • You’ll go from not being able to see the woods for the trees… to having a real business that helps your clients achieve what’s important to them, builds great career paths for your staff and sets you up for life financially?

Make the change and join ourClient-Centric Advice Program!Online or Facilitated

Strategy

What we can help you achieve.

It may sound obvious, but if you want substantial growth for your business, you must have a growth strategy. Personal effort will only get you so far, and doesn’t run parallel with growth in any case.

  • Develop an irresistible client value proposition

    Gain clarity on ideal and niche clients, make sure they receive significant value, and improve your revenue per client.

  • Develop an ideal technology stack

    We are often asked what an ideal tech stack looks like. “It depends” is the answer. We will help you with clarity around what you currently do, and your desires, and coach you on an ideal tech stack that’s right or you.

  • Automate your workflow processes

    First we will help with clarity on what best practice process is for you, then we will help you automate it. This will allow significant improvement in efficiency and productivity.

  • Build a team you can rely on

    Your greatest asset goes up and down the elevator. To attract and retain the best clients, you must attract and retain the best staff. We will help you build a solid employee value proposition.

  • Earn what you’re worth

    Not only will your business valuation multiple increase, but we can also assist you in earning what you deserve - both in salary and in ROI for your shareholding.

  • Develop an irresistible client value proposition

    Gain clarity on ideal and niche clients, make sure they receive significant value, and improve your revenue per client.

  • Develop an ideal technology stack

    We are often asked what an ideal tech stack looks like. “It depends” is the answer. We will help you with clarity around what you currently do, and your desires, and coach you on an ideal tech stack that’s right or you.

  • Automate your workflow processes

    First we will help with clarity on what best practice process is for you, then we will help you automate it. This will allow significant improvement in efficiency and productivity.

  • Build a team you can rely on

    Your greatest asset goes up and down the elevator. To attract and retain the best clients, you must attract and retain the best staff. We will help you build a solid employee value proposition.

  • Earn what you’re worth

    Not only will your business valuation multiple increase, but we can also assist you in earning what you deserve - both in salary and in ROI for your shareholding.

Features

Let us teach you how to do it right.

Be clear, this is the most comprehensive program for experienced advisers in Australia, available today.

The online Client-Centric Advice Program is a coaching and mentoring program for advisers that is a comprehensive roadmap for building a world-class financial planning business.

The program is personally facilitated by David Haintz who ran his own firm for nearly three decades. That journey took him from founding, to building, growing and renovating to delivering M&A and developing internal succession, to listing, monetising that value and exiting.

The online program is a digital version of David’s sold-out signature Business Transformation Program, allowing you to learn at your own pace and from your own place.

But the program is not all DIY. You are still able to tap into David’s knowledge, offering a degree of access missing from most online courses.

The program tools are ones David has used successfully and are designed to help you realise the vision for your business.

In five chapters, 14 modules and over 27 videos, you’ll discover a wealth of downloadable best-practice tools such as scripts, agendas, templates, images, best practice reading and quizzes.

Participants have 24/7 access to the portal for Global Adviser Alpha and David Haintz’s coaching, as well as help via Facebook and WhatsApp groups for sharing and collaboration.

By taking part, you also join a strong peer learning and networking group, offering multiple opportunities for like-minded professionals.

The program shows you how to:

  • Create a business that attracts more of the right types of clients

    Create a business that attracts more of the right types of clients

    A key ratio to running an efficient business is revenue per client. We show you how to bring in the right clients at the right revenue.

  • Create the perfect client proposition, one that is durable and future-proof

    Create the perfect client proposition, one that is durable and future-proof

    Cost is only an issue in the absence of value. We show you how to build the right value proposition.

  • Build seamless processes that make your business run like clockwork

    Build seamless processes that make your business run like clockwork

    Systemise the process, customise the advice. We show you the right processes, how to build them, and how to automate them.

  • Create a business that attracts more of the right types of clients

    A key ratio to running an efficient business is revenue per client. We show you how to bring in the right clients at the right revenue.

  • Create the perfect client proposition, one that is durable and future-proof

    Cost is only an issue in the absence of value. We show you how to build the right value proposition.

  • Build seamless processes that make your business run like clockwork

    Systemise the process, customise the advice. We show you the right processes, how to build them, and how to automate them.

Outcomes

Change your business – change your life.

In the years we’ve been working with advice businesses, we have helped hundreds of professionals to:

  • Achieve significant growth in revenue and profitability
  • Build or improve systems and processes and be more in control
  • Attract and retain the right clients and team members, and
  • Move from a practice to a genuine business.

Benefits in 12 months for those that have done the program:

  • New clients up 105% pa
  • New revenue up 120%
  • Prospect to Client conversion up 268%
  • Ongoing revenue up 132%
  • AUM Average client from $379k to $784k – up 206%

This online course compresses all of that guidance into one learn-at-your-pace program. Can you afford not to do this program?

DOWNLOAD FAQ'S
  • 31 years experience

    1 program

  • 18 countries worked in

    1 portal

  • Worked with >10,000 advisers

    Global best
    practice

Compare

Which learning system will work best for you?

Client-Centric Advice Program Online
Global best practice tools
5 chapters - 27 modules for success
Over 30 videos (>4 hours)
38 scripts/templates/agendas
Facilitated online portal
Facilitated group Q&A, collaboration & problem solving via social media
Self paced (3-4 months suggested)

AUD$2950

Client-Centric Advice Program Facilitated
Global best practice tools
5 chapters - 27 modules for success
Over 30 videos (>4 hours)
38 scripts/templates/agendas
Facilitated online portal
Plus monthly individual call
Plus monthly group call
Facilitated group Q&A, collaboration & problem solving via social media
Plus calls as required outside check in callsx
Numbers limited (Min 12–Max 20)
1/2 day x 4 Zoom meetings
6 months
Personal coaching by David

AUD$5450

Online
Facilitated
Global best practice tools
Chapters/modules
5 chapters - 27 modules for success
5 chapters - 27 modules for success
Videos
Over 30 videos (>4 hours)
Over 30 videos (>4 hours)
Scripts/Templates/Agendas
38
38
Check-in-calls
Facilitated online portal
Facilitated online portal
Plus monthly individual call
Plus monthly group call
24/7 access
Online group & facilitated portal
Online group & facilitated portal
Plus calls as required outside
check in calls
Limited numbers
Min 12 – Max 20
Face to face contact
1/2 day x 4 Zoom meetings
Time
Self paced (3-4 months suggested)
6 months
Personal coaching

AUD$2950

AUD$5450