David Peake

Profile

David Peake is the founder and CEO of i-Adapt Business Consulting and the author of Investor DNA.

David is an organisational psychologist with over 25 years of practical experience in business strategy, leadership and change management.
David is passionate about innovative strategies that increase your bottom-line performance, anticipating and adapting to paradigm shifts that challenge the status quo, creating social democracy and tapping into the ‘collective wisdom’ of an organisation to dramatically drive results.

Current Work:

David works extensively in the financial advice sector to help financial practices adapt to the current industry reforms. David’s specialisation is business transformation based on the $2M Australian Leadership Archetype Study. The landmark study identified the leadership style most effective in creating ‘volunteers’ for your cause, and not “whingers’, ‘prisoners’ or ‘saboteurs’. Lead us the right way and we are unstoppable. Lead us the wrong way and we are immovable. These insights dramatically accelerate your change efforts and your ROI.

Through Investor DNA, David brings this ‘people expertise’ to the table to help financial practices understand their clients at a much deeper level. A level that enables a financial practice to add more value whilst creating and maintaining clients for life.

David’s financial clients have included the Association of Financial Advisers (AFA), Bankwest, Beulah Capital, Black Rock, Bankers Trust, AXA, Credit Suisse, Deutsche Bank, HSBC, Lifespan Financial Planning, Merrill Lynch, ANZ, NAB and CPA Australia. Other clients have included Australia Post, Boral, Department of Defence, MMG mining, BHP, Optus, Telstra, CSIRO, Mobil, Akzo Nobel, Galderma and Donate Life to name a few.

Previous Experience:

David is a former HR Manager for Hewlett-Packard and holds post-graduate qualifications in Psychology from Monash University and a certificate in Entrepreneurship from Babson College, Massachusetts, USA. David is a registered psychologist and a member of the Australian Psychological Society (MAPS).

Expertise

Talking Points

Leaders, Bosses and Bastards! - Understanding leadership and motivation in the Australian Workplace

Duration: 45-90 minutes. This is a guide only - actual content is always tailored to the client brief and needs. Have you ever noticed that people in the Australian workplace can either be “full on” or “full off” - that some folk will literally “walk over hot coals” for you, yet others seem to have “checked out”? Why the “lights are on but nobody is at home?”. Australians are unique in how we respond to change processes. Many efforts set off our very refined ‘BS meters’, but there is a way to succeed. Lead us the right way and we are unstoppable. Lead us the wrong way and we are immovable. These insights dramatically accelerate your change efforts and your return on investment (ROI). Based on the revalidated $2M Australian Leadership Archetype Study, we reveal: - How to create full-on “volunteers” for your strategy, project or cause. - How to avoid creating “whingers”, “survivors”, or “prisoners” (spanner in their back pocket). - Understanding the psyche of the Australian culture and implications for leadership style. - Knowing the key emotional drivers for motivation - creating passion, ownership and commitment. - The captain coach leader vs. the task master. What do Aussie leaders say and do differently? - Leadership styles for Baby Boomers and GEN XY and Z.

The Art and Science of Change Management

Duration: 45-90 minutes. This is a guide only - actual content is always tailored to the client brief and needs. - Understanding the essential steps in transformational change. - The top 7 pitfalls that cause change efforts to fail - the ‘traps’. - The importance of innovation - understanding paradigms. - The difference between re-engineering, rebuilding and transformational change and the implications of each. What do you do and what do you say. - What causes resistance to change and how do you overcome resistance/gain support. - Emotional stages of the change process - Exploring the emotional roller coaster that people experience whilst going through change. - The 7 steps to effective change.

Cracking the Code: Translating the FASEA Code of Ethics into Practice

Duration: 45-90 minutes. This is a guide only - actual content is always tailored to the client brief and needs. - Implications of the code of ethics for a financial practice’s strategy, architecture and culture. - Translating the FASEA values into concrete, measurable behaviours that help drive the financial results, sales and profitability. - How to create a guiding philosophy - your current values and ‘anti values’. - How to nurture, reward behaviours that fit and confront behaviours that don’t fit. - How to integrate the FASEA values into your own business culture. - What leaders need to do and say to set the tone and ‘live’ their values.

Culture Eats Strategy for Breakfast

Duration: 45-90 minutes. This is a guide only - actual content is always tailored to the client brief and needs. - Understanding levels of culture - the formal ‘visible’ vs. the informal ‘invisible’. - The importance of a guiding philosophy and what it really means. - The importance of aligning strategy, architecture and culture for performance. - How to translate passive ‘motherhood and apple pie’ statements into concrete, tangible behaviours that can be discussed, debated, nurtured and rewarded. - Implications of your values for performance management and reward systems. - How to confront the attitudes and behaviours that don’t fit the values. - How to build accountability for your values.

The Dynamics of High-Performance teams and trust

Duration: 45-90 minutes. This is a guide only - actual content is always tailored to the client brief and needs. - The research into what high-performing teams actually do differently. - The key factors that we know build or erode the level of trust. - Trust in an Australian workplace. - What the research says and the importance of transparency. - How to lead and motivate GEN X, Y and Z. - Giving and receiving feedback - what works and what doesn’t in an Australian workplace? - How to tackle the ‘elephant in the room’ to address ‘team baggage’. - Reciprocal contracting - managing the white space and breaking down the silos.

Wealth Psychology - the link between our thinking and our wealth

Duration: 45-90 minutes. This is a guide only - actual content is always tailored to the client brief and needs. - Making behavioural finance simple - why should we bother with it? - The impact and implications of the 7 top behavioural biases - corrective strategies. - The psychology and neuroscience of risk - Risk Appetite versus Risk Tolerance. - Understanding different investment styles and implications for your advice and approach. - Decision-making styles and how they inform your rationale and recommendations. - Communication styles - how to communicate with more clarity and impact. - How to become an elite financial coach and accelerate your client’s financial literacy. - Values driven relationships - why knowing your client is more important than ever. - Creating clients for life - the science of client retention.

Topics

CEO & Company Directors

Change Management

Leadership

Mastering Leadership

Topic

Profile

Expertise

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