Your Advice Toolkit #1

In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.

Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/ DALBAR: https://www.dalbar.com/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/

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