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

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

Dave Carney
CEO and Co-Founder of Virtual Business Partners
Dave Carney
CEO and Co-Founder of Virtual Business Partners

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

Thank you Dave Carney for a jam-packed session on managing your people, inspiring them to be part of the business’ vision and ensuring the right people are focusing on the right things within your practice.

There were A LOT of great takeaways, here’s just a few I had time to scribble down while chatting with Dave:

Be mindful of the language you use. The VBP management team supports their team members, they don’t manage them.
Dave explains and then unpacks the formula for business success:(talent + culture + extreme client focus) x Disciplined execution.
The revelations Dave learnt from a trip to the Disney Institute and Zappos and how VBP have implemented these strategies for their team.
Don’t get caught up in the misconception of ‘Strategic Planning’. Instead, understand there is ‘Strategic thinking’ and ‘Execution Planning’.
Capacity Management. What is the maximum revenue you can generate with your current resources? (And how you can pull different levers to grow these numbers).
Dave also had a few great book recommendations, so pop these on your Audible or Kindle hit list:

The One Minute Manager
4 Disciplines of Executions
Simple Numbers Big Profits – Greg Crabtree

Here’s how you can connect with Dave and take a look at VBP’s awesome company culture:

Dave’s XY Profile HERE

Dave’s LinkedIn HERE

Virtual Business Partners Website

What is Virtual Business Partners?

Blending deep industry knowledge with proven systems and process, VBP has revolutionised how firms manage their growth. We offer cost-effective outsourcing solutions tailored to your specific needs.

10 months ago

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Thank you Dave Carney for a jam-packed session on managing your people, inspiring them to be part of the business’ vision and ensuring the right people are focusing on the right things within your practice.

There were A LOT of great takeaways, here’s just a few I had time to scribble down while chatting with Dave:

Be mindful of the language you use. The VBP management team supports their team members, they don’t manage them.
Dave explains and then unpacks the formula for business success:(talent + culture + extreme client focus) x Disciplined execution.
The revelations Dave learnt from a trip to the Disney Institute and Zappos and how VBP have implemented these strategies for their team.
Don’t get caught up in the misconception of ‘Strategic Planning’. Instead, understand there is ‘Strategic thinking’ and ‘Execution Planning’.
Capacity Management. What is the maximum revenue you can generate with your current resources? (And how you can pull different levers to grow these numbers).
Dave also had a few great book recommendations, so pop these on your Audible or Kindle hit list:

The One Minute Manager
4 Disciplines of Executions
Simple Numbers Big Profits – Greg Crabtree

Here’s how you can connect with Dave and take a look at VBP’s awesome company culture:

Dave’s XY Profile HERE

Dave’s LinkedIn HERE

Virtual Business Partners Website

What is Virtual Business Partners?

Blending deep industry knowledge with proven systems and process, VBP has revolutionised how firms manage their growth. We offer cost-effective outsourcing solutions tailored to your specific needs.