VBP Insights

The Real Risk Facing Advice Firms in January (and how to get ahead of it)

Written by VBP | January 23, 2026

January, the first month of the year, is the ideal time to make decisions that will compound. Choices that will determine whether the year unfolds with momentum or possible constraint. The real question is: Will you build capacity intentionally or wait until it becomes a problem? 

When decisions are delayed, organisations are often forced into rushed choices, reactive fixes and stretched teams. What could have been a strategic decision becomes a problem to manage. The start of the year presents an ideal window to act with clarity.  

For firms looking to scale sustainably in 2026, here are three common mistakes we see advice businesses make and how to address them before it hurts the bottom line.

Mistake 1: Chasing Revenue before Checking Capacity 

One of the most common mistakes we see firms make is chasing growth without assessing whether the business has the capacity to deliver. Revenue and client targets drive decision making, while the reality of workloads, team bandwidth and internal processes are initially overlooked. When ambition outpaces capability, deadlines can slip, individual and team performance is sacrificed (damaging morale) and client relationships are negatively impacted. 

Offloading the admin and back-office operations early in the process to a trusted outsourcing partner (or hiring capacity internally) allows teams to focus more on high-value work without the risk of burning them out. In other words, it turns chasing revenue into a strategic choice, rather than a source of pressure or a reactive need based on slipping performance. 

Mistake 2: Over-Reliance on Leadership 

Many advice firms rely heavily on a small staff for client work, approvals and critical decisions, which often means strategy, sales and implementation land on too few shoulders. While owner-operators and small teams naturally play a central role across all areas of the business, over-reliance creates bottlenecks, slow delivery and increased pressure on key personnel - creating burnout and unnecessary vulnerabilities. 

We help firms initially identify which tasks truly require senior expertise and which can be "offloaded". We see time and time again that when responsibilities and knowledge are shared thoughtfully between internal and external teams, firms can operate more smoothly, scale confidently and protect both staff and clients from unnecessary stress. 

Mistake 3: Reactive Decision Making 

One of the clearest differences we see between firms that grow sustainably and those that stall are those who exercise the competitive advantage of elastic capacity. 

Reactive organisations wait until pressure forces their hand, while forward-thinking firms proactively build stability early and leverage trusted partners before bottlenecks appear. It allows teams to absorb change, respond to client needs and maintain quality. It turns pressure into predictability and complexity into clarity.  

We know (obviously) how outsourcing partners can provide the flexibility to respond to changing demand without adding long-term risk or overhead. Our clients' leaders gain the freedom to plan ahead, maintain control and protect consistency, so their teams can operate efficiently without undue stress. They don’t just react. They move with confidence and foresight. 

January Sets the Foundation, 

Smart Resourcing Sustains the Year.  

January may be just one month, but its impact lasts far longer. Remember: the year does not reward those who react fastest. It rewards those who prepare early, align capacity with intent and make decisions that compound over time.  

Get in touch to see how outsourcing can help turn your plans into results.