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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.

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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.

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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.

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The Ultimate Roadmap to Success: Essential Steps for Advancing in Advice

For over 16 years, we've coached advice firms, witnessing significant evolution in business strategies. Yet one aspect remains pivotal: intention and attention. Intention involves clarity on vision, values, and strategic planning, while attention requires regular review and focus on business goals. Many firms overlook this, but it's essential for future success in the advice profession.

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Boost Engagement: Enhance Virtual Financial Planning Meetings in 7 Ways

Understanding successful financial planning involves three main factors: the quality of advice, how it's given, and where advisor-client meetings occur. With the rise of virtual meetings due to technology improvements, advisors face both benefits and challenges. Explore how virtual meetings impact financial planning and discover tips for enhancing advisor-client interactions online.

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Advice Trends in Outsourced Paraplanning

Discover key trends in outsourced paraplanning with VBP, the leading provider in financial services outsourcing. Our team delivers high-quality advice documents, focusing on superannuation, retirement planning, and personal insurance. Visit our Paraplanning services page to explore how we support financial planning businesses. Contact us to start enhancing your service offerings today.

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