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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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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
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

Most read articles

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Your Financial Data Is at Risk: 4 Steps to Protect It Now!

As data breaches surge, the financial industry faces increasing cyber threats. In this article, Neriza, VBP Deputy Manager, outlines four essential steps to protect your information. Learn how strong passwords, multifactor authentication, phishing awareness, and regular updates can safeguard your digital environment and keep your data secure.
  • 9 minutes

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Solving Recruitment Challenges in Australian Accounting with Offshoring and AI

Australia's accounting firms are grappling with a severe skills shortage, impacting client deadlines and growth. Daniel Harrison explores key challenges—including lack of interest in public practice and shortfalls in skilled migration—and provides strategic solutions like offshoring and AI integration to help firms overcome these issues and thrive in an increasingly competitive market.
  • 7 minutes

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A man and a woman in white formal clothes laughing while sitting down in the office

Keeping Your Word: 3 Vital Reasons Businesses Must Honour Commitments

Building and maintaining trust is essential for business success, and honouring commitments plays a crucial role in this process. Discover how consistently fulfilling promises can enhance client relationships, establish professional integrity, and foster long-term partnerships by reading the full article here.
  • 9 minutes

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Making a Difference: VBP Gives Back to Children’s Haven

Community is at the core of VBP. During the 2024 VBP Conference, our team, clients, and volunteers united for an outreach program, bringing joy and support to the children of Children's Haven-Cordova. Read the full article to learn more about this heartwarming initiative.
  • 2 minutes

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A man and a woman talking to each other in front of an online meeting with 9 people

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

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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

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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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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.
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Discover VBP’s Evolving Approach to Boost Your Business Growth
VBP enhances client engagement with direct access, tailored support, and strategic insights for growth.
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Industry

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Person putting a blue chess-piece like thing in the middle of brown chess pieces
Solving Recruitment Challenges in Australian Accounting with Offshoring and AI
Australia's accounting firms are grappling with a severe skills shortage, impacting client deadlines and growth. Daniel Harrison explores key challenges—including lack of interest in public practice and shortfalls in skilled migration—and provides strategic solutions like offshoring and AI integration to help firms overcome these issues and thrive in an increasingly competitive market.
Read more  
Boosting Productivity and Cutting Costs: Discover the Power of Offshoring for Your Business
Discover how offshoring can revolutionise your business by boosting productivity and cutting costs. Learn the differences between offshoring and outsourcing, and find out why combining these strategies can save you money and enhance scalability. Ready to take the next step? Find out more and start your journey towards growth.
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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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People

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5 Vital Tips for building your ultimate global team
It's 2023 and we are in the work-from-anywhere revolution and globalisation is here to stay. There are many benefits to globalisation including accessing talent from anywhere around the globe, it's now the new normal.
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How to Attract Great Talent to your firm
Recruitment is an integral but often difficult process in any organisation that aims to find, attract, and hire the right people who could help the company perform and grow.
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