The Unseen Engine Room - Operational Mastery for Advice Firms
In financial advice businesses, the greatest risks to growth and performance aren’t always visible on the surface. They …
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 budgets for the upcoming year. At VBP, …
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 (and not uncommon) story: a financial ad …
SOA Implementation Made Easy: Best Practices to Boost Efficiency with Your VBP Team
The successful implementation of Statements of Advice (SOA) is critical for businesses in the financial services industr …
When and How to Scale Up Your Advice Business
Transitioning to a self-licensed model is an exciting step for advisers, but it requires more than just great technical …
The Characteristics of Top-Performing Advice Practices
Research from Elixir Consulting, supported by Vital Business Partners (VBP), has identified six key traits shared by hig …
The Foundations of a Resilient Advice Business
In recent years, the landscape of the financial advice profession in Australia has undergone significant upheaval. Amids …
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 …
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 …
