How many clients can a single financial adviser handle?
Dunbar’s theory suggests that a human has the emotional bandwidth for approximately 150 sustainable social relationships …
New VBP Report Identifies Ten Attributes of High Performing Advice Businesses
Wednesday, March 18, 2026: Top advice firms display operational maturity, which is evidenced by ten essential characteri …
VBP, Elixir Join Forces for AI
High-profile business coach Sue Viskovic has inked a deal to sell her Elixir Consulting business to Philippines-based Vi …