XY Adviser
XY Adviser
Jul 1, 2020
#188 David Haintz
Play • 52 min

David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'.

David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/ Global Adviser Alpha Website: https://globaladviseralpha.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

More episodes
Search
Clear search
Close search
Google apps
Main menu