Discover VBP
All topics

VBP Insights

Insights and resources on the journey to best practice

Bridging the Distance: 6 Tips for Clear and Productive Virtual Communication

In today’s remote work environment, strong virtual communication is key to success, especially when working with offshore teams. Siddhi Padia, VBP Technical Lead - Paraplanning, shares essential tips for building trust, enhancing collaboration, and fostering productivity through clear communication channels, responsiveness, regular meetings, and engaging team-building activities to bridge the distance effectively.
  • 5 minutes

Read more  

Mastering the Optimum Operating Rhythm for Financial Advisory Success
Sue Viskovic, VBP General Manager-Consulting, emphasizes the importance of an Optimum Operating Rhythm for financial advisory firms. Drawing on Verne Harnish’s Rockefeller Habits, VBP tailors this concept to the industry's unique needs. By integrating daily huddles, weekly meetings, and strategic planning, firms can enhance performance, reduce risk, and achieve sustainable growth, aligning operational rhythms with long-term success.
  • 7 minutes
From Comparison to Appreciation: Cultivating a Supportive Work Environment
In today’s digital age, we are constantly bombarded with others' achievements online, leading to unrealistic expectations and feelings of inferiority. At VBP, our fourth Fundamental, “Appreciate and Focus on What You Have,” encourages us to value our own strengths and achievements, fostering a positive and supportive work environment while enhancing personal and professional growth.
  • 4 minutes
Transform Your Workplace: Embrace Vulnerability for Ultimate Success
Embracing vulnerability at VBP fosters authenticity and deeper connections among colleagues. By encouraging openness during one-on-one discussions and "Ask the CEO" forums, VBP builds trust and collaboration. This principle enhances our culture, driving success and creating a supportive workplace. Reflect on integrating vulnerability into daily interactions to improve your team's dynamics and productivity.
  • 4 minutes

Most read articles

Bridging the Distance: 6 Tips for Clear and Productive Virtual Communication

In today’s remote work environment, strong virtual communication is key to success, especially when working with offshore teams. Siddhi Padia, VBP Technical Lead - Paraplanning, shares essential tips for building trust, enhancing collaboration, and fostering productivity through clear communication channels, responsiveness, regular meetings, and engaging team-building activities to bridge the distance effectively.
  • 5 minutes

Read more  

Mastering the Optimum Operating Rhythm for Financial Advisory Success

Sue Viskovic, VBP General Manager-Consulting, emphasizes the importance of an Optimum Operating Rhythm for financial advisory firms. Drawing on Verne Harnish’s Rockefeller Habits, VBP tailors this concept to the industry's unique needs. By integrating daily huddles, weekly meetings, and strategic planning, firms can enhance performance, reduce risk, and achieve sustainable growth, aligning operational rhythms with long-term success.
  • 7 minutes

Read more  

From Comparison to Appreciation: Cultivating a Supportive Work Environment

In today’s digital age, we are constantly bombarded with others' achievements online, leading to unrealistic expectations and feelings of inferiority. At VBP, our fourth Fundamental, “Appreciate and Focus on What You Have,” encourages us to value our own strengths and achievements, fostering a positive and supportive work environment while enhancing personal and professional growth.
  • 4 minutes

Read more  

two female colleagues smiling and talking to each other in the office.jpg

Transform Your Workplace: Embrace Vulnerability for Ultimate Success

Embracing vulnerability at VBP fosters authenticity and deeper connections among colleagues. By encouraging openness during one-on-one discussions and "Ask the CEO" forums, VBP builds trust and collaboration. This principle enhances our culture, driving success and creating a supportive workplace. Reflect on integrating vulnerability into daily interactions to improve your team's dynamics and productivity.
  • 4 minutes

Read more  

The Impact of The Great Game of Business Laws

In the dynamic realm of business, the principles of 'The Great Game of Business' by Jack Stack, particularly the Higher Laws of Business, have profoundly shaped VBP’s ethos. Emphasising teamwork, integrity, and ownership, these principles drive our leadership, decision-making, and collective success. They foster a culture where every team member's potential is maximised, propelling VBP towards sustained innovation and client value.
  • 5 minutes

Read more  

Embracing VBP Fundamentals: Apply Meaningful Acknowledgment and Appreciation

In the whirlwind of everyday work life, acknowledgment and appreciation often go unnoticed, yet they hold profound power to uplift and inspire. Meaningful acknowledgment transcends mere recognition, fostering a culture where every contribution is valued. Embrace the VBP Fundamentals to fuel motivation and cultivate excellence within your team.
  • 5 minutes

Read more  

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

View more  
Bridging the Distance: 6 Tips for Clear and Productive Virtual Communication
In today’s remote work environment, strong virtual communication is key to success, especially when working with offshore teams. Siddhi Padia, VBP Technical Lead - Paraplanning, shares essential tips for building trust, enhancing collaboration, and fostering productivity through clear communication channels, responsiveness, regular meetings, and engaging team-building activities to bridge the distance effectively.
Read more  
Mastering the Optimum Operating Rhythm for Financial Advisory Success
Sue Viskovic, VBP General Manager-Consulting, emphasizes the importance of an Optimum Operating Rhythm for financial advisory firms. Drawing on Verne Harnish’s Rockefeller Habits, VBP tailors this concept to the industry's unique needs. By integrating daily huddles, weekly meetings, and strategic planning, firms can enhance performance, reduce risk, and achieve sustainable growth, aligning operational rhythms with long-term success.
Read more  
From Comparison to Appreciation: Cultivating a Supportive Work Environment
In today’s digital age, we are constantly bombarded with others' achievements online, leading to unrealistic expectations and feelings of inferiority. At VBP, our fourth Fundamental, “Appreciate and Focus on What You Have,” encourages us to value our own strengths and achievements, fostering a positive and supportive work environment while enhancing personal and professional growth.
Read more  

Industry

View more  
The Foundations of a Resilient Advice Business
In Australia's evolving financial advice landscape, resilience is paramount. Elixir Consulting, powered by VBP champions this ethos. Their handbook equips firms with strategic insights for enduring growth. Strategic planning, vital for defining purpose and vision, lies at the heart of resilient businesses. Through integration and execution, firms forge a path towards sustained success amidst industry upheaval.
Read more  
An Elegant Way to Receive More Qualified, Warm Referrals
In the dynamic world of financial advice, some advisers have lots of clients, while others seek growth opportunities. Yet, growth should not come at any cost. Selective client partnerships foster resilient businesses. Amidst various strategies, qualified referrals reign supreme. Acknowledge referrers, articulate your ideal client, and don't shy away from asking. Embrace authenticity in your approach to attract meaningful connections.
Read more  
financial advisor
The Evolving Landscape of Advice Documents: How Australian Financial Advisors Are Adapting
In the dynamic landscape of Australia's financial advisory sector, Michelle Levy's call to replace Statements of Advice (SOAs) with "Fit-For-Purpose" documentation marks a significant turning point. Advisors are proactively responding to this shift, aiming to streamline documents while preserving the integrity of their analysis. Striking a balance between efficiency and transparency highlights the indispensable role of paraplanners in navigating regulatory changes and ensuring clients receive clear and trustworthy advice.
Read more  

People

View more  
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.
More Than Money: 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.
Read more  
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.
Read more  
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.
Read more  

Explore more topics

Growth  
Industry  
People  
Technology & Data  
Operational Efficiency 
VBP 
Growth  
Industry  
People  
Technology & Data  

All articles

Subscribe to our newsletter

Stay up to date with the latest news from the industry.

VBP Footer Logo
VBP
Learn More
Legal Resources
Subscribe to VBP Newsletter

Subscribe to our newsletter to get our news & deals delivered to you.

Find us on
Facebook-f Linkedin-in
Get Started with VBP
Find us on
Facebook-f Linkedin-in Envelope