52 min

#188 David Haintz XY Adviser

    • Business News

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

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

52 min