VBP Careers & Culture

The planning industry is going through a major shift with the emergence of ‘Robo Advice’, pressure on fees, planner reputation via the media and the increasing legislative requirements (post FOFA). All industries are being effected by disintermediation (the removal of intermediaries in a supply chain, or cutting out the middlemen) which will also have an impact on traditional financial planning models.

Advisers need to focus on methods to reduce the cost to serve, increase firm efficiencies and create and delivering a Magnetic Client Experiences.

OPTIMISE – AUTOMATE - OUTSOURCE

OPTIMISE is centred on improving a person’s effectiveness and learning the habits and disciplines of high achievers.

AUTOMATE – Systemise the process, Customise the Advice’.

OUTSOURCE –What non-core function can be outsourced to significantly reduce the costs in providing and implementing advice.

We help Financial Planners Build an Offshore Team to Reduce The Cost Of Doing Business and Make More Profit.