Strengthening Confidence in Offshore Outsourcing: How VBP Aligns with ASIC’s Latest Guidance
The Australian Securities and Investments Commission (ASIC) has recently released the results of its review into offshor …
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 …
Fair Work Case Highlights the Risks With Offshoring: A VBP Perspective
Fair Work Case Highlights the Risks withth Offshoring: A VBP Perspective
The Impact of The Great Game of Business Laws
In the ever-evolving business landscape, the need for a strategic framework that drives team member engagement and culti …
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. …
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 …
How Combining RPA and AI Can Digitally Transform a Financial Planning Business
Financial planning is a complex and dynamic process that involves collecting, analysing, forecasting, and reporting fina …
The future opportunities of paraplanning from the Quality of Advice Review
Ov er the past 6 months, many paraplanners have expressed their concerns about the changes in the industry and their pla …
