Expert Consulting Services for Wealth Management Firms

Practical, hands-on consulting to streamline operations, scale sustainably and maximise the value of your offshore team. Delivered by experts who understand the wealth management industry inside and out.

From Strategy to Execution, We’re With You

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Whether you’re navigating change, scaling up, or launching something new, VBP brings hands-on expertise to help you move faster - with clarity and confidence.

Our consulting is built around your goals, whether that’s solving a specific challenge, improving efficiency, or unlocking new opportunities.
We’ve helped small businesses manage complexity, enabled product providers to better support their networks, streamlined distribution for corporates and upskilled internal teams for growth.

With VBP, you don’t just get advice: you get a partner who’s committed to making it happen.

Our Services
How Our Consultants Can Help You 

bespoke solutions

Bespoke Solutions

No cookie-cutter advice here. We design tailored strategies across everything from advice production to pricing models built to solve your challenges and deliver measurable results. 

flexible approach

Flexible Engagement

Our approach is shaped around you. Whether you need one-off guidance or ongoing support, we flex to fit your goals, team structure and pace of change.

industry expertise

Deep Industry Insight

Our consultants bring hands-on experience in financial advice and wealth management, so you get solutions grounded in real-world understanding, not just theory. 

extensive network

A Trusted Network at Your Fingertips

If we don’t have the answer, we know someone who does. Tap into our extensive network of trusted professionals to access the expertise you need, when you need it. 

Client Testimonials

Building a Stronger Business
Shane Lee, Senior Financial Planner, 
BMO Financial Solutions

VBP Consulting, led by Lana, has played a key role in strengthening BMO Financial Solutions by addressing business weaknesses and succession planning challenges. Their support has made a massive impact, helping drive growth and long-term sustainability. Watch the video to hear more from Shane Lee.

Looking for a Partner to Help You Scale?

 

Let’s talk about the support that fits your goals.

FAQs

Who is VBP coaching for?
Our coaching is designed for business owners and leaders in financial advice, 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 advice and broking industries. We combine strategic thinking with practical, operational know-how - and we tailor everything to your specific goals.
How is the coaching structured?

We start with a discovery session to understand your goals. From there, we develop a tailored plan and meet regularly for coaching sessions, accountability check-ins and progress reviews.

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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