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, …

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4 min read
May 23, 2025

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 …

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4 min read
May 15, 2025

Outsourcing for Resilience: Navigating Market Shifts

In January 2025, DeepSeek, a Chinese AI company, launched a ChatGPT generative AI competitor that stunned the tech world …

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3 min read
February 21, 2025

How VBP Financial Planning Assistants Simplify Fee Changes

How Your VBP FPA Can Help The financial advice industry is constantly evolving, with regulatory updates designed to enha …

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2 min read
February 20, 2025

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 …

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2 min read
February 18, 2025

Solving Recruitment Challenges in AU Accounting with AI & Offshoring

As Australia’s accounting firms continue to grapple with skills shortages, the ripple effects are being felt across the …

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3 min read
October 1, 2024

Solving Recruitment Challenges in Australian Accounting with Offshoring and AI

As Australia’s accounting firms continue to grapple with skills shortages, the ripple effects are being felt across the …

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3 min read
October 1, 2024

Boosting Productivity and Cutting Costs: Discover the Power of Offshoring for Your Business

In today’s dynamic global business landscape, financial businesses must embrace innovation and stay ahead of the curve t …

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3 min read
May 15, 2024

The Foundations of a Resilient Advice Business

In recent years, the landscape of the financial advice profession in Australia has undergone significant upheaval. Amids …

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2 min read
May 14, 2024

An Elegant Way to Receive More Qualified, Warm Referrals

There are many advisers in a position at the moment of being so inundated with new client referrals and enquiries that t …

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4 min read
May 14, 2024