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/
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441 Joel Gleeson and Paul Cupic
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#440 Tom McDonald
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#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
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#438 Nathan Fradley
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Great Wealth Transfer #1
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Great Wealth Transfer #2
Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner …
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Great Wealth Transfer #3
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Great Wealth Transfer #4
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#437 Kiera Brown
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#436 Baz Gardner
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Engine Room Podcast #34 – Unpacked
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
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AdviceTech Podcast #79 – MoneyMind Profile
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
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AdviceTech Podcast #78 – Content Snare
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
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AdviceTech Podcast #77 – FinMate AI
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#439 Jackson Millan
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