Practical Coaching for Business Owners and Leaders in Advice and Broking

We help you lead with clarity, make confident decisions, and drive meaningful progress. Whether you’re navigating change, scaling your team or looking for greater control in your business, with VBP you gain a strategic partner who helps turn ideas into action.

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Why Partner with VBP for Business Coaching?

At VBP, we go beyond advice: we become your strategic sounding board. Our experienced coaches understand the complexities of financial services and mortgage broking and work closely with you to turn challenges into growth opportunities.

Whether you’re stuck, scaling, or shifting direction,
we bring clarity, structure and momentum. Here’s how we help: 
 
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Define Goals with Clarity

Get focused on what matters most and map out a clear path forward.

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Gain Fresh Perspective

Step out of the day-to-day and uncover opportunities with unbiased, strategic insight.

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Develop Strategies that Stick

Translate ideas into action with tailored, achievable plans.

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Build Leadership and Team Capability

Boost confidence and performance with targeted coaching and skills development for you and your team.

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Boost Performance

Improve profitability, productivity, client satisfaction and team engagement with practical, measurable changes.

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Plan for the Future

Whether you’re planning for growth, succession, or exit, we’ll help you navigate with confidence and clarity.

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Stay Accountable

Keep moving forward with structured support, regular check-ins and a clear business plan to track your progress.

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"Sue’s expertise in financial services helped us navigate legislative challenges, improve client satisfaction with revamped service agreements, and strengthen our team with updated KPIs and job descriptions. A true catalyst for positive change!"
Phil Alvaro (Director)

Byfields Wealth Management

Elevate Your Business Today

Get in touch to let us know how we can help.

FAQs

Who is VBP coaching for?

Our coaching is designed for business owners and leaders in financial advice, accounting, mortgage broking and related services: whether you're a solo operator, growing practice, or established team. 

What kind of challenges can you help with?
We support everything from workflow inefficiencies and team structure to pricing strategy, growth planning, leadership development and succession or exit planning. 
What makes VBP coaching different?
Our coaches bring hands-on experience in the wealth management and advisory professions. We combine best practice business strategies with practical, operational know-how to help you deploy the right strategies to achieve exceptional results. Tailored, practical, specialised coaching.
How is the coaching structured?

We start with a discovery and Business Analysis to understand your current business and future goals. From there, we develop a tailored plan and meet regularly for strategy implementation, accountability check-ins and refocus sessions.

Do I need to be a VBP outsourcing client to access coaching?

Not at all. Business coaching is available to any business looking for strategic support, regardless of whether you use our other services. 

How long does a coaching engagement last?

That depends on your needs. We offer both short-term engagements to tackle specific issues and ongoing coaching partnerships for long-term support and growth. 

Can you work with my leadership team, not just me?

Yes. We often work with both business owners and their leadership teams to align strategies, improve communication and strengthen capability across the business. 

What results can I expect?

That depends on your goals, but many of our clients see improvements in clarity, confidence, team performance, profitability and business resilience within the first few months. 

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