From The Leveraged Advice Firm Program – Audere Coaching & Consulting
Outsourcing parts of your advice firm to others who can do it well so you can focus on what you do best is big business these days, and few are as big as Virtual Business Partners.
One of the people behind VBP is David Carney, and he’s my guest on this live Insight session to show how he’s built an outsourcing company of such significant size, specifically designed for financial advisers.
The range of services he provides extends beyond just VA, paraplanning and admin support, to cover areas like document production, marketing, and a whole host more. What we’re going to talk to David about is not just his experience in this space, but also his previous experience as a consultant to financial advisors, to give insight into how he’s made it work at scale, so you can do the same.