Being an NPC is risky business
Advisers are very comfortable with the concept of risk when it comes to investing.…
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…
Outsourcing for Resilience: Navigating Market Shifts
In January 2025, DeepSeek, a Chinese AI company, launched a ChatGPT generative AI …
How Australian Financial Services Can Combat Evolving Cyber Risks
The Australian financial services industry holds a treasure trove of sensitive cli…
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…
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 …
Solving Recruitment Challenges in AU Accounting with AI & Offshoring
As Australia’s accounting firms continue to grapple with skills shortages, the rip…
Ready or Not?: A Guide to Building a Super Firm
The financial industry is entering a new era that is characterized by significant …
Making Sure Your Biggest Asset is Protected
Resilient advice firms recognise that their staff are not only their biggest cost …
Practical Cybersecurity Tips for Financial Advisory Firms
In this second instalment, we’ll dive into practical steps Australian financial se…
How VBP Financial Planning Assistants Simplify Fee Changes
How Your VBP FPA Can Help The financial advice industry is constantly evolving, wi…
Your Financial Data Is at Risk: 4 Steps to Protect It Now!
As technology and globalisation continue to evolve, the importance of protecting i…
Solving Recruitment Challenges in Australian Accounting with Offshoring and AI
As Australia’s accounting firms continue to grapple with skills shortages, the rip…
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…
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…
Transform Your Workplace: Embrace Vulnerability for Ultimate Success
In the workplace, where you’re surrounded by a diverse set of people outside your …
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…
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 …
Living the VBP Fundamentals
VBP exists for a simple purpose, to positively impact the lives of the people we i…
Unlocking Success: Mastering the 7 R’s of Referral Relationships
Referrals from trusted sources are the preferred way for most clients to find thei…
Evolution of Advice Documents: Effects on Australian Financial Advisors
We have observed that some licensees are beginning to implement changes to their a…
Ready or Not?: A Guide to Building a Super Firm
The financial industry is entering a new era that is characterized by significant …
How Combining RPA and AI Can Digitally Transform a Financial Planning Business
Financial planning is a complex and dynamic process that involves collecting, anal…
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…
