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Outsourcing for Resilience: Navigating Market Shifts
The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
  • 7 minutes

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Aerial view of business professionals collaborating in a modern office lobby.

When Salary Gaps Hurt Culture and Profit: A Real Firm’s Turnaround Story

Hiring a new team member revealed a bigger problem: the whole team was being paid below market rates. What happened next helped the firm increase profit and improve culture. Learn how they turned a $133,800 issue into a $305,175 gain. Read the full story to see what they did.
  • 3 minutes

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Cybersecurity data interface displayed on a laptop keyboard, highlighting digital protection measures

Practical Cybersecurity Tips for Financial Advisory Firms

In this article, we provide practical cybersecurity tips for Australian financial advisory firms, focusing on key areas like vulnerability management, data encryption, access controls, and incident response planning. Using the FIIG breach as a case study, we offer actionable steps to protect sensitive client data and strengthen your firm’s security posture.
  • 8 minutes

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A business professional in a dark blue suit works on a laptop in a modern office. Behind him, a futuristic digital lock icon glows, symbolizing cybersecurity and data protection.

How Australian Financial Services Can Combat Evolving Cyber Risks

In this first part of our two-part series, we explore the evolving cybersecurity threats facing Australian financial services firms. From ransomware to phishing attacks and supply chain vulnerabilities, we discuss the growing risks and offer actionable steps to strengthen your firm’s cyber defences and protect sensitive client data.
  • 5 minutes

Read more  

A flat lay photo of a global community surrounded office and financial symbols made out of clay

Outsourcing for Resilience: Navigating Market Shifts

The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
  • 7 minutes

Read more  

Professional businesswoman in a cream blazer smiling while shaking hands with a colleague in a modern office setting.

How VBP Financial Planning Assistants Simplify Fee Changes

The Treasury Laws Amendment Act 2024 introduces key changes to Ongoing Fee Arrangements, simplifying consent requirements and improving transparency. With updates to client renewal timelines, fee disclosures, and consent processes, advisers must adapt quickly. Your VBP FPA can help navigate these changes, ensuring compliance and optimising client service.
  • 3 minutes

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SOA Implementation Made Easy: Best Practices to Boost Efficiency with Your VBP Team

Implementing Statements of Advice (SOAs) efficiently is crucial for financial services firms, yet managing compliance and administrative tasks can be challenging. By leveraging structured workflows and VBP team support, advisers can streamline processes, reduce errors, and enhance client service. In this article, Rosa Raschella shares best practices for maximising SOA implementation efficiency.
  • 5 minutes

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Unlock Efficiency:
Transform Your Financial Advice Process Today!

Sign up to receive a FREE copy of our Advice Process Checklist

Is admin work taking time away from your clients and planning? Are you struggling to balance essential client interactions with endless paperwork?

Discover how our Advice Process Checklist shows which steps can be outsourced, helping you cut costs and focus on what you do best.

What's Coming Up

Get ready for this year’s VBP Conference, where you’ll have the opportunity to immerse yourself in compelling sessions and engaging activities tailored to propel your business forward.
14-17 August, 2024
Cebu, Philippines
Learn More

Growth

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Aerial view of business professionals collaborating in a modern office lobby.
When Salary Gaps Hurt Culture and Profit: A Real Firm’s Turnaround Story
Hiring a new team member revealed a bigger problem: the whole team was being paid below market rates. What happened next helped the firm increase profit and improve culture. Learn how they turned a $133,800 issue into a $305,175 gain. Read the full story to see what they did.
Read more  
Cybersecurity data interface displayed on a laptop keyboard, highlighting digital protection measures
Practical Cybersecurity Tips for Financial Advisory Firms
In this article, we provide practical cybersecurity tips for Australian financial advisory firms, focusing on key areas like vulnerability management, data encryption, access controls, and incident response planning. Using the FIIG breach as a case study, we offer actionable steps to protect sensitive client data and strengthen your firm’s security posture.
Read more  
A business professional in a dark blue suit works on a laptop in a modern office. Behind him, a futuristic digital lock icon glows, symbolizing cybersecurity and data protection.
How Australian Financial Services Can Combat Evolving Cyber Risks
In this first part of our two-part series, we explore the evolving cybersecurity threats facing Australian financial services firms. From ransomware to phishing attacks and supply chain vulnerabilities, we discuss the growing risks and offer actionable steps to strengthen your firm’s cyber defences and protect sensitive client data.
Read more  

Industry

View more  
A flat lay photo of a global community surrounded office and financial symbols made out of clay
Outsourcing for Resilience: Navigating Market Shifts
The article explores how outsourcing can help financial advisory firms stay resilient amid market disruptions, like the rise of generative AI. It highlights cost advantages, improved scalability, and increased productivity through outsourcing to global teams. Examples of firms like Invest Blue show the tangible benefits of strategic outsourcing and process improvement
Read more  
Professional businesswoman in a cream blazer smiling while shaking hands with a colleague in a modern office setting.
How VBP Financial Planning Assistants Simplify Fee Changes
The Treasury Laws Amendment Act 2024 introduces key changes to Ongoing Fee Arrangements, simplifying consent requirements and improving transparency. With updates to client renewal timelines, fee disclosures, and consent processes, advisers must adapt quickly. Your VBP FPA can help navigate these changes, ensuring compliance and optimising client service.
Read more  
SOA Implementation Made Easy: Best Practices to Boost Efficiency with Your VBP Team
Implementing Statements of Advice (SOAs) efficiently is crucial for financial services firms, yet managing compliance and administrative tasks can be challenging. By leveraging structured workflows and VBP team support, advisers can streamline processes, reduce errors, and enhance client service. In this article, Rosa Raschella shares best practices for maximising SOA implementation efficiency.
Read more  

People

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Over head shot of 7 people in the office talking to each other. One group of two is sitting while another group of two team members is standing on their upper right. A third group of three is standing and forming a semi-circle.
Making Sure Your Biggest Asset is Protected
Resilient advice firms prioritize staff as their greatest asset and investment. Crafting a robust Employee Value Proposition (EVP) is crucial amidst a global talent shortage. Beyond competitive compensation, fostering a positive workplace culture, offering career development, and embracing flexibility are essential strategies for retaining top talent and sustaining business success.
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Team Member conducting a training using a laptop
How To Build a Powerful Training Video Library in 7 Steps
In today's digital age, training videos are essential for educating team members. They offer flexibility and accessibility, aiding in standardized work practices and global collaboration. Establishing a video library benefits businesses by providing real-time support, saving time and costs, and enhancing employee satisfaction. Here are 7 tips to create an effective training video library.
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New Addition Brings Partnerships to the Next Level
In our journey through transformation, fostering relationships has been a constant. Our people-first approach creates genuine partnerships that add value and support businesses through success. Creating multiple touchpoints throughout the business is one way we maintain a successful partnership. With this, we are thrilled to welcome the newest addition to the VBP Team.
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Operational Efficiency 
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Growth  
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People  
Technology & Data  

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