Rob Pyne welcomes David Haintz, a seasoned wealth management expert and representative of Merchant Investment Management. With 35 years of experience in financial advice and business coaching, David shares his expertise on critical topics such as profitability and productivity ratios, client selection strategies, and Merchant’s role in helping advisory firms grow through acquisitions.
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Topics covered
- Profitability ratios
- Productivity metrics
- Client selection and segmentation
- Merchant investment management’s approach
- Trends in the financial planning industry
- The impact of artificial intelligence
- David’s reflections on leadership and growth
- Show notes and transcript
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.