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 hundreds of Principals and their team …
Making Sure Your Biggest Asset is Protected
Resilient advice firms recognise that their staff are not only their biggest cost in the business, they are also their b …
Living the VBP Fundamentals
VBP exists for a simple purpose, to positively impact the lives of the people we interact with by cultivating an environ …
How To Build a Powerful Training Video Library in 7 Steps
In the digital era, training videos have become vital in the dissemination of information and education of team members. …
Unlocking Success: Mastering the 7 R’s of Referral Relationships
Referrals from trusted sources are the preferred way for most clients to find their financial advisers. However, some ad …
Boost Engagement: Enhance Virtual Financial Planning Meetings in 7 Ways
A successful financial planning process can be broken down into three key elements; the quality of advice, how the advic …
Evolution of Advice Documents: Effects on Australian Financial Advisors
We have observed that some licensees are beginning to implement changes to their advice documents. This appears to be in …
Unlocking Success: Sustainable Growth Tips for Australian Financial Advisors
" \n\n " In the dynamic landscape of today’s business environment, the pursuit of sustainable growth is a constant chall …
New Addition Brings Partnerships to the Next Level
In our journey through transformation, fostering relationships has been a constant. Our people-first approach creates ge …
VBP achieves B Corp certification, recognizes commitment to social and environmental responsibility
Offering innovative solutions and growth capabilities for financial services firms in Australia, VBP finally earned the …
