Solving Recruitment Challenges in AU Accounting with AI & Offshoring
As Australia’s accounting firms continue to grapple with skills shortages, the rip…
How to Design Smarter Workflows for EOFY Efficiency
For most advice firms, EOFY doesn’t create problems, it exposes them.
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When Operational Problems Aren’t Really Operational
I came across a post recently that said:
White Paper: From Cottage Industry to Professional Companies
With consumer demand for advice outstripping supply, many advice businesses are ra…
10 Minutes of Power – The Short but Powerful Daily Huddle
The Daily Huddle is not a new idea; brought to fame by Verne Harnish in his book, …
Internal Meetings Are Part of the Job
Why leaders need to design them properly
The Cost of Avoiding Hard Conversations in Business
This week I coached a business owner who is tired. Not because they lack ambition.…
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We know about the widening advice gap, but beware of the widening tech gap
Hiring, onboarding and training talent is part of running a business and managing …
The Real Risk Facing Advice Firms in January (and how to get ahead of it)
January, the first month of the year, is the ideal time to make decisions that wil…
The Unseen Engine Room - Operational Mastery for Advice Firms
In financial advice businesses, the greatest risks to growth and performance aren’…
Strengthening Confidence in Offshore Outsourcing: How VBP Aligns with ASIC’s Latest Guidance
The Australian Securities and Investments Commission (ASIC) has recently released …
Tackling the Biggest Threat to Growth: Why Cybersecurity Must Be on Every Advice Leader’s Agenda
Growth feels great. Winning new clients, rolling out services, and scaling through…
Melbourne Advice Firm Launches AI-Powered Automation in Collaboration with VBP
Melbourne-based financial advisory firm Yarra Lane has partnered with Vital Busine…
Maximising EBIT: Budgeting Strategies for Financial Advisory Firms
As we approach the end of the financial year, it’s time for firms to review their …
When Salary Gaps Hurt Culture & Profit: A Real Firm’s Turnaround Story
How one firm turned a $133,800 problem into a $305,175 gain. Here’s a real-life (a…
Advice Businesses Stunted by the Peter Principle
The advice industry is booming. Demand for quality advice is rising while supply r…
Practical Cybersecurity Tips for Financial Advisory Firms
In this second instalment, we’ll dive into practical steps Australian financial se…
How Australian Financial Services Can Combat Evolving Cyber Risks
The Australian financial services industry holds a treasure trove of sensitive cli…
RI Toowoomba Doubles Down on VBP Partnership to Support Growth
Queensland-based RI Toowoomba Group has expanded its offshore support team from fi…
Outsourcing for Resilience: Navigating Market Shifts
In January 2025, DeepSeek, a Chinese AI company, launched a ChatGPT generative AI …
How VBP Financial Planning Assistants Simplify Fee Changes
How Your VBP FPA Can Help The financial advice industry is constantly evolving, wi…
SOA Implementation Made Easy: Best Practices to Boost Efficiency with Your VBP Team
The successful implementation of Statements of Advice (SOA) is critical for busine…
Discover VBP’s Evolving Approach to Boost Your Business Growth
For over a decade, VBP has been a trusted partner to Australian financial advisory…
Why Outsourcing is on ASIC’s Agenda in 2025
When ASIC released its FY25 corporate plan, one priority stood out: monitoring off…
Fair Work Case Highlights the Risks With Offshoring: A VBP Perspective
Fair Work Case Highlights the Risks withth Offshoring: A VBP Perspective
Local Talent Shortages Are Driving Advisers to Outsource
With unemployment remaining low, advice practices across Australia are increasingl…
How Invest Blue is Harnessing the Power of Outsourcing
National advice firm Invest Blue is demonstrating how strategic outsourcing can un…
Your Financial Data Is at Risk: 4 Steps to Protect It Now!
As technology and globalisation continue to evolve, the importance of protecting i…
When and How to Scale Up Your Advice Business
Transitioning to a self-licensed model is an exciting step for advisers, but it re…
Keeping Your Word: 3 Vital Reasons Businesses Must Honour Commitments
Building trust is fundamental to succeeding in business. To achieve longevity in t…
Making a Difference: VBP Gives Back to Children’s Haven
At VBP, community is at the heart of what we do. Our team members, clients, and pa…
VBP Takes Minority Stake in Advice Platform Ensombl
Vital Business Partners (VBP) has announced a minority equity stake in Ensombl, a …
6 Tips for Clear and Productive Virtual Communication
Communication is an essential aspect of every job. With many companies adopting a …
Mastering the Optimum Operating Rhythm for Financial Advisory Success
Running a successful financial advisory firm goes beyond just delivering sound fin…
From Comparison to Appreciation: Cultivating a Supportive Work Environment
In today’s digital age, where everything is on the internet, information is easily…
Stop Sharing Passwords and Streamline Your Software: Smarter Cybersecurity for Advice Practices
Cybersecurity doesn’t have to be complicated, but it does require intention. At th…
Transform Your Workplace: Embrace Vulnerability for Ultimate Success
In the workplace, where you’re surrounded by a diverse set of people outside your …
The Characteristics of Top-Performing Advice Practices
Research from Elixir Consulting, supported by Vital Business Partners (VBP), has i…
The Impact of The Great Game of Business Laws
In the ever-evolving business landscape, the need for a strategic framework that d…
Boosting Productivity and Cutting Costs: Discover the Power of Offshoring for Your Business
In today’s dynamic global business landscape, financial businesses must embrace in…
Embracing VBP Fundamentals: Apply Meaningful Acknowledgment and Appreciation
When was the last time you acknowledged and appreciated someone? In the hustle and…
The Foundations of a Resilient Advice Business
In recent years, the landscape of the financial advice profession in Australia has…
An Elegant Way to Receive More Qualified, Warm Referrals
There are many advisers in a position at the moment of being so inundated with new…
VBP Welcomes Nathan Jacobsen as New Chief Executive Officer (CEO)
Former Diverger managing director, Nathan Jacobsen, has taken up a new leadership …
The Evolving Landscape of Advice Documents: How Australian Financial Advisors Are Adapting
In a pivotal shift for the Australian financial advisory sector, the potential pha…
The Ultimate Roadmap to Success: Essential Steps for Advancing in Advice
We have worked with advice firms for over 16 years and in that time, we’ve coached…
Making Sure Your Biggest Asset is Protected
Resilient advice firms recognise that their staff are not only their biggest cost …
Living the VBP Fundamentals
VBP exists for a simple purpose, to positively impact the lives of the people we i…
How To Build a Powerful Training Video Library in 7 Steps
In the digital era, training videos have become vital in the dissemination of info…
Unlocking Success: Mastering the 7 R’s of Referral Relationships
Referrals from trusted sources are the preferred way for most clients to find thei…
Boost Engagement: Enhance Virtual Financial Planning Meetings in 7 Ways
A successful financial planning process can be broken down into three key elements…
Evolution of Advice Documents: Effects on Australian Financial Advisors
We have observed that some licensees are beginning to implement changes to their a…
Unlocking Success: Sustainable Growth Tips for Australian Financial Advisors
In the dynamic landscape of today’s business environment, the pursuit of sustainab…
New Addition Brings Partnerships to the Next Level
In our journey through transformation, fostering relationships has been a constant…
VBP achieves B Corp certification, recognizes commitment to social and environmental responsibility
Offering innovative solutions and growth capabilities for financial services firms…
Ready or Not?: A Guide to Building a Super Firm
The financial industry is entering a new era that is characterized by significant …
Vital Business Partners Earns B Corp Certification
Photo courtesy of CDN Digital Philippine-Australian financial and support services…
Advisers are at the forefront of transformative client experiences, says professional
VBP chief executive David Carney believes a significant positive transformation is…
How Combining RPA and AI Can Digitally Transform a Financial Planning Business
Financial planning is a complex and dynamic process that involves collecting, anal…
The Role of AI in Financial Planning: Insights From the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been fro…
5 Key Trends in the Accounting Industry in 2023
Having worked in the accounting industry for well over 20 years, I’ve always found…
Advice Trends in Outsourced Paraplanning
Paraplanning trends are rapidly evolving, particularly within the realm of outsour…
5 Vital Tips for Building Your Ultimate Global Team
5 Vital Tips for building your ultimate global team It’s 2023 and we are in the wo…
Changing Practice Management Software—making it all worth the pain
Anyone who has acquired an existing firm or decided to move their accounting busin…
How to Attract Great Talent to your firm
Outsourcing to Attract the Best Talents to Your Company Recruitment is an integral…
The future opportunities of paraplanning from the Quality of Advice Review
Over the past 6 months, many paraplanners have expressed their concerns about the …
Being an NPC is risky business
Advisers are very comfortable with the concept of risk when it comes to investing.…
Advisers should focus on digitisation and inner beauty
The expression ugly on the inside is used to describe someone who is not very nice…
