by Sue Viskovic | Mar 1, 2023 | All Posts, Business Management
The last few years have been long and hard for many in financial services, with difficult markets, legislative change, squeezing margins and negative publicity creating a perfect storm that for some, has robbed them of their drive and energy. This is the...
by Craig Leonard | Feb 8, 2023 | Articles, Business Management, Change, General
Resilient advice firms recognise that their staff are not only their biggest cost in the business, they are also their biggest asset, and pose their biggest risk. Just as your client value proposition (CVP) defines what your clients will pay you for, your employee...
by Craig Leonard | Nov 18, 2022 | Business Management, Client Service, Profit, Videos
It’s been touted that we’re currently in the ‘golden age’ for financial advice, and we agree – there is tremendous opportunity to grow resilient, sustainable advice firms … and yet one of the biggest things that will prevent firms from...
by Craig Leonard | Nov 8, 2022 | Advice, Business Management, Business Plan, Client Service, Videos
Are you stuck in the cycle? It’s incredible to think how many advisers and business owners are telling us that despite their best intentions, they are still struggling to find time. Time to work on their business. Time to plan their strategies for their OWN...
by Michelle Tran | May 23, 2022 | Advice, All Posts, Articles, Business Management, Business Plan
We have worked with advice firms for over 14 years and in that time, we’ve coached hundreds of Principals and their teams to achieve more from their business. It’s common knowledge to everyone in the profession that there has been constant change over that time...
by Michelle Tran | Oct 21, 2021 | All Posts, Articles, Business Coaching, Business Management, Client Service, Fees & Commissions
The VBP Consulting team collectively spend many hours every week working with advisers in the art and science of getting their pricing models right. Part of this process involves understanding the true cost of advice, but this is only one step in the exercise. Cost...
