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David Carney – How to manage your people strategy in the new age of financial planning

Dave Carney
CEO and Co-Founder of Virtual Business Partners

David Carney – How to manage your people strategy in the new age of financial planning

Dave Carney is joining us live to unpack the new tools and technology in outsourcing and how best to use an adviser’s time to improve back-office efficiency. We’ll learn about the number one driver for a firm’s profitability, how Capacity Management is critical for future growth and how to keep everyone sane along the journey. David will also share his best tips on building staff engagement and the frameworks his team uses to manage people and ensure they focus on the right things.

David is the CEO and Co-Founder of Virtual Business Partners. His business has built an epic culture. He has scaled his business to over 550 team members servicing the Financial Services industry and is the largest provider of admin support and Paraplanning services.

Dave is a wealth of knowledge in back-office efficiencies, we’re looking forward to this session. Hope you can join us live for this one!

7 months ago

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